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Best Financial Advisors in Livermore

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9000 Crow Canyon Road Suite # S 177, Danville, CA 94506
Danville, CA 94506
  • Estate Planning
  • Financial Planning
  • Wealth Management

Best Financial Life offers Livermore-based clients financial, retirement, and investment planning services. Founder Joe Morgan has more than 25 years of industry experience and is a Certified Financial Planner. He guides families and individuals in making informed decisions by educating them about their financial options. He works with them in creating personalized solutions that allow them to achieve their financial goals. Morgan is a member of the CFA Institute. He is also associated with the CFP Board.

9000 Crow Canyon Road Suite # S 177, Danville, CA 94506
Danville, CA 94506

Website(925) 389-3889

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

251 Lafayette Circle, Suite 200, Lafayette, CA 94549
Lafayette, CA 94549
  • Estate Planning

Concentric Wealth Management LLC is a full-service financial advisory company that serves clients in Livermore. The firm assists individuals, small businesses, and large corporations in addressing their specific financial needs through customized financial strategies. Its financial advisors focus on family wealth transfer, estate planning, risk management, insurance planning, tax planning, and legal compliance. The team also handles executive benefits coordination and business transition planning. Eric Flett, the company's CEO, has over 25 years of experience in financial planning.

251 Lafayette Circle, Suite 200, Lafayette, CA 94549
Lafayette, CA 94549

Website(925) 962-1100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Enhance Wealth Advisors serves clients in Livermore. It provides financial planning services that help individuals in developing a vision of their financial future and identifying and determining the worth of their assets. The firm assists clients in managing their wealth by examining their ability to tolerate risk and handle market fluctuations. The wealth management team is composed of Lisa Wesley, who has more than 20 years of financial services industry experience, and Terry Allen, who is a CFP and an advocate of financial literacy.

700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 932-8609

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

2570 North First Street, Suite 200, San Jose, CA 95131
San Jose, CA 95131
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Gateway Financial Advisors, Inc., is a local, independent firm serving individuals, families, and small businesses in Livermore and the surrounding areas. Its team of financial advisors offers a comprehensive range of financial planning services in the areas of retirement, investment, tax, insurance, and multi-scenario analysis. The team is led by Brian Lombardo, a financial professional who has more than 25 years of experience and holds licenses and designations, including Certified Financial Planner.

2570 North First Street, Suite 200, San Jose, CA 95131
San Jose, CA 95131

Website(408) 728-4350

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

370 Diablo Road, Suite 201, Danville, CA 94526
Danville, CA 94526
  • Certified Financial Planner (CFP)
  • Finance Planning

Herrmann & Cooke is a financial advisory services provider that caters to individuals and families in the Livermore area. It assists with financial planning and retirement planning. Its advisors also extend their professional services to cover investment management and estate planning. David P. Herrmann, the company's founder and CEO, is a CFP professional whose areas of expertise span portfolio management, risk management, and insurance. He co-authored books on increasing the value of retirement funding and on financial planning for privately owned enterprises.

370 Diablo Road, Suite 201, Danville, CA 94526
Danville, CA 94526

Website(925) 831-0200

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3201 Danville Blvd, Ste 275, Alamo, CA 94507
Alamo, CA 94507
  • Financial Planning

Lodestar Private Asset Management is a financial planning firm that serves the residents of Livermore and the surrounding areas. It provides ongoing financial management services, which include asset management, investment performance monitoring, estate strategies, college planning, and tax-optimization analysis. It also offers stand-alone consultations for shorter-term financial engagements. Lodestar Private Asset Management has been in operation for over three decades. The company's team comprises Certified Financial Planners, Chartered Financial Analysts, and Enrolled Agents.

3201 Danville Blvd, Ste 275, Alamo, CA 94507
Alamo, CA 94507

Website(925) 838-1234

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2303 Camino Ramon #230, San Ramon, CA, CA 94583
San Ramon, CA, CA 94583
  • Certified Financial Planner (CFP)

Maloon Powers Pitre & Higgins LLC is a fiduciary investment advisory firm that serves clients in the Livermore area. It helps young professionals in balancing financial aspects in their lives, including loans, mortgages, and budgeting. It also works with families in funding for their children’s education, acquiring insurance policies, and managing expenses. It also guides clients in preparing for long-term care needs, retirement, and estate and beneficiary decisions. The firm has been in business since 1998 and has been able to manage over $1.5 billion in assets.

2303 Camino Ramon #230, San Ramon, CA, CA 94583
San Ramon, CA, CA 94583

Website(925) 275-1000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3003 Oak Rd #250, Walnut Creek, CA 94597
Walnut Creek, CA 94597
  • Finance Planning
  • Financial Planning

MassMutual Northern California offers financial advisory services in Livermore and the surrounding areas. It caters to individuals and families who wish to protect their finances and meet their needs during life transitions, future hardships, and wealth accumulation. It also provides products that help with their financial needs, such as life and disability insurance, college savings, mutual funds, and individual retirement accounts. The company's general agent, Greg Cohn, focuses on retirement income, insurance, and investment strategies.

3003 Oak Rd #250, Walnut Creek, CA 94597
Walnut Creek, CA 94597

Website(925) 979-2300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

218 Ray Street, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Financial Planning

Pleasanton Wealth Advisors is a firm that serves the financial needs of clients in the Livermore metro. It designs wealth strategies to help its customers create a better financial future. Founded by Samah Naguib in 2018, the firm offers financial planning services, guidance in planning for retirement, and investment management strategies. Naguib has been in the investment industry for more than 20 years. She is also a Chartered Financial Analyst who held advisory positions at Charles Schwab.

218 Ray Street, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 425-9238

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

57 Post Street Suite 713, San Francisco, CA 94104
San Francisco, CA 94104
  • Estate Planning

Robert J. Eldred, CFP, is a wealth management and advisory firm serving the people of Livermore. Its professionals understand the complexities of the changing financial climate and provide advice tailored to their clients' needs. They also evaluate clients' finances and develop a comprehensive plan for their financial future. Among the services available are investment planning, estate planning, risk management, and tax strategy formulation. Founder Robert Eldred has been a practicing financial advisor since 1991. In addition to CFP, he holds an MBA degree.

57 Post Street Suite 713, San Francisco, CA 94104
San Francisco, CA 94104

Website(415) 575-6626

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

99 Almaden Boulevard Suite 925, San Jose, CA 95113
San Jose, CA 95113
  • Financial Planning
  • Wealth Management

Sequoia Wealth Advisors & Investment Management, Inc., is a company that caters to the needs of clients in Livermore. Established by Kristina Kuprina in 2007, the business provides customized planning processes to help its customers become financially confident and preserve their wealth. It also assists businesses and non-profits in managing their finances and developing planning strategies. Kuprina, a Certified Investment Management Analyst, volunteers for organizations such as the Second Harvest Food Bank and Grey Bears.

99 Almaden Boulevard Suite 925, San Jose, CA 95113
San Jose, CA 95113

Website(408) 645-2500

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

3190 South Bascom Avenue #210, Livermore, CA 95124
Livermore, CA 95124
  • Estate Planning

Silicon Valley Wealth Advisors provides options for financial management for clients in Livermore. It employs a dynamic financial approach that practices close communication about clients' past and goals to help them plan their financial future. Its services also utilize a financial planning software named Dragonfly that delivers both flexibility and adaptability in financial situations. CEO Tracy F. Lasecke is a Certified Financial Planner. He was the President of the Silicon Valley Financial Planning Association in 2007.

3190 South Bascom Avenue #210, Livermore, CA 95124
Livermore, CA 95124

Website(408) 688-0888

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

55 Oak Ct – Suite 210, Danville, CA 94526
Danville, CA 94526
  • Estate Planning
  • Retirement Planning

Summit Wealth & Retirement Partners is a financial advisory firm serving Livermore. Its services range from investment and portfolio management to estate, retirement, and tax planning. It assists clients in developing a plan to help them achieve their financial goals including recommending investment options. It reviews the clients' plans and contacts them regularly. Its client base ranges from entrepreneurs and growing families to retired corporate executives, clients contemplating retirement, women transitioning into a divorce, and individuals affected by the death of a loved one.

55 Oak Ct – Suite 210, Danville, CA 94526
Danville, CA 94526

Website(925) 927-1900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583
San Ramon, CA 94583
  • Certified Financial Planner (CFP)
  • Wealth Management

Veraz Advisors provides services to clients in Livermore and the surrounding communities. The company specializes in helping individuals manage their wealth to meet their future financial goals by offering complimentary consultation and financial plan review services. It also guides clients in managing and protecting the finances of their businesses. One of its founders, Stephen Stanton, has been serving individuals and businesses since 2003. Stanton is a college funding specialist who also focuses on establishing retirement income plans.

2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583
San Ramon, CA 94583

Website(925) 309-5535

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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