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Best Financial Advisors in Redwood City

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Redwood City, CARedwood City, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Redwood City, CARedwood City, CA

Website

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: --

530 Lytton Ave FL 2, Palo Alto, CA 94301
Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Serving the community of Redwood City, Alison Wealth Management is a company that provides financial planning services for individuals and families. It employs a four-step process to help clients achieve their financial goals. These include discovering their goals and objectives, organizing and developing plans based on the clients' financial risks and status, optimizing cash flow, and managing plans actively. Founder Dave Alison is a financial advisor with specializations in taxation, retirement income distribution planning, and equity compensation.

530 Lytton Ave FL 2, Palo Alto, CA 94301
Palo Alto, CA 94301

Website(888) 617-3402

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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:

4 (Good)

Score Consistency:

Consistent (Best)

203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065
Redwood City, CA 94065
  • Certified Financial Planner (CFP)

Bingham, Osborn & Scarborough is a full-service financial advisory company serving clients in Redwood City and the surrounding metros. The firm applies a personalized and transparent approach to help individuals and businesses in managing their finances. Its financial advisors specialize in personal wealth management, financial planning, institutional investment management, and trust and estate planning. Kevin Dorwin, the company's current CEO, was named one of the top 1,200 financial advisors in the U.S. by the financial magazine Barron's in 2014.

203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065
Redwood City, CA 94065

Website(650) 462-8666

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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+

200 Homer Avenue, Palo Alto, CA 94301
Palo Alto, CA 94301
  • Financial Planning

Cornerstone Capital is a team of portfolio managers that serves Redwood City. This independently owned firm caters to individuals, family groups, and charity foundations, many of which have been with the company for more than 20 years. Its portfolio managers, each having more than 25 years of experience, create customized portfolios, conduct ongoing reviews, monitor investments, and offer consulting services focused on equity and fixed income management. The firm keeps its client list small to provide personalized service.

200 Homer Avenue, Palo Alto, CA 94301
Palo Alto, CA 94301

Website(650) 556-9650

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (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: --

483 Seaport Court, Suite 101, Redwood City, CA 94063
Redwood City, CA 94063
  • Business Formation

G.T. Kelly & Company provides financial advisory services in Redwood City and the surrounding areas. It specializes in tax and financial planning services to help individuals prepare for their tax returns. It also assists clients in budgeting their incomes to improve their financial management for education funding, investments, and living expenses. Bringing over 35 years of experience in the financial industry, this company is also available to develop estate and trust plans involving life insurance and revocable living trusts.

483 Seaport Court, Suite 101, Redwood City, CA 94063
Redwood City, CA 94063

Website(650) 216-6700

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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:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1355A San Carlos Ave., San Carlos, CA 94070
San Carlos, CA 94070
  • Certified Financial Planner (CFP)

MA Private Wealth is a finance management firm that caters to Redwood City-based clients. Its financial planning services cover education, retirement, and legacy planning. It also offers investment portfolio assistance, from asset allocation to manager selection. Other services include handling equity options, restricted stock units (RSUs), and deferred compensation plans for tech professionals. Established in 1991, its private wealth advisors and staff have more than 100 years of combined experience in the wealth management industry.

1355A San Carlos Ave., San Carlos, CA 94070
San Carlos, CA 94070

Website(650) 232-2021

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (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+

530 Lytton Avenue Floor 2 Suite 224, Palo Alto, CA 94301
Palo Alto, CA 94301
  • Certified Financial Planner (CFP)
  • Financial Planning

Maya Advisors helps clients in Redwood City plan for their financial needs. It provides financial planning services to help individuals manage their retirement plans, employee benefits, concentrated portfolio positions, income and expenses, and investments. It also offers portfolio management services that guide clients in asset allocation and capital loss harvesting. This company focuses on serving women going through the death of a spouse or divorce. Its president and founder, Lavina Nagar, served as a treasurer of the Silicon Valley chapter of the Financial Planning Association.

530 Lytton Avenue Floor 2 Suite 224, Palo Alto, CA 94301
Palo Alto, CA 94301

Website(650) 704-3074

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+

50 California Street Suite 850, San Francisco, CA 94111
San Francisco, CA 94111
  • Private Wealth Advisor

Founded in 1986, NEPC is an employee-owned independent investment advisory firm serving private wealth clients and institutions in Redwood City. It helps ultra-high-net-worth individuals, families, and family offices preserve, manage and grow their wealth through bespoke research-driven investment solutions. NEPC has over $10 billion in private wealth assets under advisement. The firm's private wealth team works to create comprehensive wealth strategies crafted with performance, resilience, and endurance in mind. Principal Daniel S. Gimbel is a Certified Investment Management Analyst.

50 California Street Suite 850, San Francisco, CA 94111
San Francisco, CA 94111

Website(650) 364-7000

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:

4.9 / 5 ( Best)

Total Reviews:

11 (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+

203 Redwood Shores Pkwy., Ste 460, Redwood City, CA 94065
Redwood City, CA 94065
  • Business Formation
  • Tax Planning

Nerd Nation Financial serves clients in Redwood City and the surrounding areas. It helps professionals and families reach their financial goals. Its financial advisors develop financial plans that integrate the different facets of the financial situations of clients, including saving and investing. They also specialize in assisting technology industry employees in optimizing their benefits and creating strategies for their stock options, 401(k) plans, and investment accounts. The owner, Chris Andrews, began his business with Northwestern Mutual in 2007.

203 Redwood Shores Pkwy., Ste 460, Redwood City, CA 94065
Redwood City, CA 94065

Website(650) 264-4902

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)

1150 White Oak Way, San Carlos, CA 94070
San Carlos, CA 94070
  • Estate Planning
  • Wealth Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Red Tower Advisors is a full-service financial firm that has been serving Redwood City since 1998. It provides a wide range of products and services encompassing financial planning, wealth management, and insurance. These include charitable plans, real estate purchase analysis, government securities, exchange funds, and disability income insurance. The firm's owner, Brian Wong, is a Certified Financial Planner who conducts two-way discussions with clients regarding comprehensive financial planning. He offers his services to different kinds of individuals, like investors and tech professionals, in English and Cantonese.

1150 White Oak Way, San Carlos, CA 94070
San Carlos, CA 94070

Website(650) 753-8333

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:

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+

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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