You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 615 San Francisco Bay Area financial advisors


Page 27 of 31615 results
BusinessDistanceRatingsMost Recent Comment

RBC Carmichael Group

1331 N California Blvd #650
Walnut Creek, CA 94596 925-949-5200

Ratings:
?
?%    
?
Exceptional financial advice. - May 11, 2020

See all comments

RD'S Tax & Financial Strategies

3190 S Bascom #205
San Jose, CA 95124 408-879-9181

Ratings:
?
?%    
?
as noted previously, Bob's team is basically family and does a great job. - May 10, 2020

See all comments

Reising Financial

4115 Blackhawk Plz #100
Danville, CA 94506 510-803-5555

Ratings:
?
?%    
?
John and Carrie Reising are competent, efficient, no BS financial advisors.... - May 07, 2020

See all comments

Remedios Financial Planning

4 Embarcadero Center #1400
San Francisco, CA 94111 415-579-1521

Ratings:
?
?%    
?
No raters have left a written comment.

Robertson Stephens

1350 Bayshore Hwy #210
Burlingame, CA 94105 650-344-1700

Ratings:
?
?%    
?
No raters have left a written comment.

Rose Odland

1975 Soquel Dr
Santa Cruz, CA 95065 831-465-2480

Ratings:
?
?%    
?
No raters have left a written comment.

Rosenblum Silverman Sutton Investment Counsel

1388 Sutter St #725
San Francisco, CA 94109 415-771-4500

Ratings:
?
?%    
?
Great personalized service and have had very good returns. - Jan 29, 2020

See all comments

Roy Brett

14850 Highway 4 #A-239
Discovery Bay, CA 94505 408-647-5385

Ratings:
?
?%    
?
No raters have left a written comment.

Rubey & Rust Capital Management

2528 Alamo Country Cir
Alamo, CA 94507 925-933-1806

Ratings:
?
?%    
?
No raters have left a written comment.

S F Bay Financial

201 Spear St #1100
San Francisco, CA 94105 415-702-3545

Ratings:
?
?%    
?
No raters have left a written comment.

Safe Harbor Pension & Wealth

2998 Douglas Blvd #320
Roseville, CA 95661 877-251-6085

Ratings:
?
?%    
?
No raters have left a written comment.

Sandra Wang - Morgan Stanley

245 Lytton Ave #200
Palo Alto, CA 94301 650-838-4215

Ratings:
?
?%    
?
Sandra Wang provides excellent all around financial advising--taxes, savings,... - Mar 13, 2023

See all comments

Sanford Bernstein

555 California St #4400
San Francisco, CA 94104 415-217-8000

Ratings:
?
?%    
?
Excellent experience once we figured out that our "personal advisor" is a marketing... - Aug 10, 2014

See all comments

Schultz Collins

5435 College Ave #200
Oakland, CA 94618 510-596-2580

Ratings:
?
?%    
?
Highly competent, well-researched, fee-based advice, consistent with index-investment... - Jan 25, 2013

See all comments

Schultz Collins Lawson Chambers

455 Market St
San Francisco, CA 94105 415-291-3000

Ratings:
?
?%    
?
This firm has achieved excellent results for me and family for over 30 years. - Jan 16, 2022

See all comments

SD Mayer & Associates

235 Montgomery St Fl 30
San Francisco, CA 94104 415-680-9401

Ratings:
?
?%    
?
No raters have left a written comment.

Securities America

1475 S Bascom Ave #108
Campbell, CA 95008 408-371-9501

Ratings:
?
?%    
?
They're good if you have a lot of money but if the money dwindles so does their... - Jul 23, 2022

See all comments

Sequoia Wealth Management

765 Baywood Dr #235
Petaluma, CA 94954 707-763-8600

Ratings:
?
?%    
?
No raters have left a written comment.

Shield Financial & Insurance Services

12907 Alcosta Blvd #A-2
San Ramon, CA 94583 925-973-1088

Ratings:
?
?%    
?
Attended their lunch invitation and met with Randy for consultations to determine... - Oct 24, 2022

See all comments

Simplify Financial Planning

115 Sansome St #200
San Francisco, CA 94104 415-260-0123

Ratings:
?
?%    
?
No raters have left a written comment.

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.

CA