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Best Financial Advisors in Union City

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39899 Balentine Dr. Suite 200, Newark, CA 94560
Newark, CA 94560
  • Certified Financial Planner (CFP)
  • Financial Planning

Abundance Wealth Planning LLC assists professionals and small business owners in Union City with their financial planning matters. The company provides business coaching and family wealth planning to help individuals and families organize, grow, and protect their assets. The founder, Joseph Kuo, is a CPA and financial planner who handles cash flow management, employee benefits optimization, investment management, tax planning, and retirement planning. He is also a member of the National Association of Personal Financial Planners.

39899 Balentine Dr. Suite 200, Newark, CA 94560
Newark, CA 94560

Website(510) 933-8347

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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: --

Detail: --

1811 Santa Rita Rd # 214, Pleasanton, CA 94566
Pleasanton, CA 94566
Instagram
  • Certified Financial Planner (CFP)

Serving the Union City metro, BlueSky Wealth Advisors provides a range of financial solutions. The firm helps with equity compensation, real estate, tax planning, and small business planning. It also offers wealth management processes such as financial tracking, evaluation, preservation, and implementation. As a full-service advisory firm, it additionally provides continuing financial counseling. Company CEO David L. Blain is a Chartered Financial Analyst associated with the National Association of Personal Financial Advisors.

1811 Santa Rita Rd # 214, Pleasanton, CA 94566
Pleasanton, CA 94566

InstagramWebsite(925) 846-3768

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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+

7011 Koll Center Parkway, #190, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Carlisle Financial Group is a firm that caters to the needs of clients in Union City and its surrounding communities. Its team of professionals provides financial guidance and support in creating customized strategies. The company also offers a wide range of products, such as retirement savings accounts, traditional and Roth IRAs, mutual funds, and investments. In addition, it handles life, health, and disability income insurance. Its wealth advisor, Raymond Carlisle, is a Certified Financial Planner.

7011 Koll Center Parkway, #190, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 400-4006

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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+

6700 Koll Center Parkway, Ste 230, Pleasanton, CA 94566
Pleasanton, CA 94566
Instagram
  • Certified Financial Planner (CFP)

Mirador Capital Partners is a fiduciary wealth management firm. For over 30 years, it has been providing financial services to business owners, executives, high-net-worth individuals, and institutions in Union City and the surrounding areas. It assists clients with tax-efficient strategies, risk-based investments, business continuity planning, philanthropic guidance, and next-generation education. Don Garman, the founder and chief investment officer of the firm, is a Certified Financial Planner and the co-founder of Tri-Valley Ventures. He supports various community organizations, including The First Tee of the Tri-Valley.

6700 Koll Center Parkway, Ste 230, Pleasanton, CA 94566
Pleasanton, CA 94566

InstagramWebsite(925) 621-1000

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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:

4 / 5 ( Best)

Total Reviews:

25 (Best)

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

555 Veterans Boulevard Suite 100, Redwood City, CA 94063
Redwood City, CA 94063
  • Financial Planning

Pettinelli Financial Partners is an independent firm serving the Union City metro. It provides personalized planning solutions to help individuals and families secure financial protection. The company offers a full range of investment and financial services, including business succession, retirement income, education savings, and estate planning and conversion. Its financial advisors also process life, long-term care, and disability insurance. In addition, they serve business owners who need 401(k) planning assistance. Pettinelli Financial Partners has been in the industry since 2010.

555 Veterans Boulevard Suite 100, Redwood City, CA 94063
Redwood City, CA 94063

Website(650) 595-4600

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)

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+

919 E Hillsdale Blvd Suite 150, Foster City, CA 94404
Foster City, CA 94404
  • Certified Financial Planner (CFP)

Summitry is an independent company that caters to the financial needs of residents in Union City and its surrounding communities. It offers personalized financial planning services, including fiduciary guidance, cash flow projections, budgeting, equity concentrations, and funding strategies. The business’s team of professionals also handles retirement planning, tax strategies, estate and trust planning, asset management, and customized investment strategies. One of its senior financial advisors, Mandy Pham, is a Chartered Financial Analyst, Certified Financial Planner, and Enrolled Agent.

919 E Hillsdale Blvd Suite 150, Foster City, CA 94404
Foster City, CA 94404

Website(650) 212-2240

Show Number

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+

San Carlos, CA 94070San Carlos, CA 94070
  • Financial Planning

Vested Financial Planning serves families and individuals in the Union City metro and nearby areas. It offers investment management solutions, which include monitoring and optimizing clients' investments to help them achieve financial security. The company creates customized strategies suited to investors' risk tolerance and time horizon. It also provides financial planning services. The firm's financial specialist, Tom Lo, has been in the industry for nine years. He is a member of the NAPFA and the FPA.

San Carlos, CA 94070San Carlos, CA 94070

Website(650) 315-7372

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:

6 (Good)

Score Consistency:

Consistent (Best)

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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