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Best Financial Advisors in San Leandro

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San Leandro, CASan Leandro, 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.

San Leandro, CASan Leandro, 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: --

15200 Hesperian Blvd, Suite 202, San Leandro, CA 94578
San Leandro, CA 94578
  • Business Formation

Abundance Advisers serves the residents of San Leandro by providing customized financial strategies. It examines clients' financial position and goals to develop plans for investment, retirement, tax payment, and estate, as well as risk management. The company's consultants advise individuals on how to protect their assets, give to charities, fund their children's college education, and seek Social Security. Owner Daven Sharma earned his CPA and CFP certifications after migrating to the US from India. He is also the founder of the non-profit Academy of Financial Planning.

15200 Hesperian Blvd, Suite 202, San Leandro, CA 94578
San Leandro, CA 94578

Website(925) 400-8333

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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: --

14895 E. 14th Street, Suite 410, San Leandro, CA 94578
San Leandro, CA 94578
  • Certified Financial Planner (CFP)

Joe T. Stevenson, Jr., is a financial advisor who helps secure the economic future of individuals and enterprises throughout San Leandro. He offers estate, personal financial, and strategic business planning services. As a CPA, he also assists with accounting, QuickBooks, cash flow management, and tax preparation. Joe draws on the collective experience, skills, and strengths of his staff to serve various clients. Together, they continuously develop their professional skills, improve their technical proficiency, and update their financial knowledge to provide clients with competent advice.

14895 E. 14th Street, Suite 410, San Leandro, CA 94578
San Leandro, CA 94578

Website(510) 895-8889

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)

3223 Crow Canyon Rd., Suite 245, San Ramon, CA 94583
San Ramon, CA 94583
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

LFS Wealth Advisors is a wealth management firm that offers a total solutions approach to retirement planning for individuals in the San Leandro metro. Some of the services it provides include estate planning, portfolio management, retirement exit planning, and income tax reduction planning. John Lau, the firm's managing director, is a Certified Financial Planner who has been in the industry since the 1990s. He co-authored a book with Matthew Lau entitled "A Race Between Time and Money."

3223 Crow Canyon Rd., Suite 245, San Ramon, CA 94583
San Ramon, CA 94583

Website(925) 800-7470

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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:

12 (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+

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

Maloon Powers Pitre & Higgins LLC is a fiduciary investment advisory firm that has been serving the residents of San Leandro and the surrounding areas for over two decades. It provides ongoing and in-depth financial planning and portfolio management services, which include fund selection and performance assessments, quarterly performance reports, and the monitoring of Required Minimum Distributions. Its process also includes defensive barrier analyses and portfolio recommendations. Maloon Powers Pitre & Higgins LLC has been named to CNBC's Financial Advisor 100.

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

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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