Financial Planners in Fremont, CA

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1. Charles Schwab

Charles Schwab

3161 Stevenson Blvd, Fremont, CA 94538

OPEN NOW:8:00 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

5. JJ FINANCIAL & INVESTMENT INC.

JJ FINANCIAL & INVESTMENT INC.

34370 Eucalyptus Ter, Fremont, CA 94555

OPEN NOW:8:00 am - 6:00 pm

6. Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS®

Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS®

39849 Paseo Padre Pkwy, Fremont, CA 94538

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

7. Edward Jones - Financial Advisor: Judy Qiqin Zhu

Edward Jones - Financial Advisor: Judy Qiqin Zhu

39500 Stevenson Pl Ste 201, Fremont, CA 94539

OPEN NOW:9:00 am - 4:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. Annuity General

Annuity General

Serving the Fremont Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

12. M& M Financial Services

M& M Financial Services

Serving the Fremont Area

From Business: We can help you with in reducing your credit card debts and some other credit counseling

YP
26 Years
in Business

15. Guardino Financial Group

Guardino Financial Group

1313 N Milpitas Blvd Ste 200, Milpitas, CA 95035

OPEN NOW:9:00 am - 6:00 pm

From Business: Have been a Licensed Mortgage Consultant since 1989. I am a Certified Financial PlannerTM. I am also a Registered Investment Adviser with the State of California.

YP
13 Years
in Business

16. Mirador Capital Partners

Mirador Capital Partners

6700 Koll Center Pkwy, Suite 230, Pleasanton, CA 94566

OPEN NOW:7:00 am - 4:00 pm

From Business: Headquartered in Pleasanton, CA, Mirador Capital Partners is an SEC-registered investment advisor with more than 30 years of experience providing innovative wealth management…

17. Prudent Prospera Planning

Prudent Prospera Planning

5506 Sunol Blvd Ste 205, Pleasanton, CA 94566

OPEN NOW:8:00 am - 5:00 pm

From Business: Prudent Prospera Planning LLC is a financial planning and investment services firm located in Pleasanton, CA. The firm has over experience in the financial services industry.…

20. Mariner

Mariner

7011 Koll Center Pkwy Ste 260, Pleasanton, CA 94566

OPEN NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

21. Wealth Management Associates

Wealth Management Associates

400 Main St Ste 200, Pleasanton, CA 94566

OPEN NOW:12:00 pm - 5:30 pm

From Business: Our Firm Wealth Management Associates (WMA) was founded in 1989 by Wendell Cayton, a Registered Investment Advisor. Over the years the business has been transformed into an…

22. Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services

Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA 95054

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Richard Simpson - Financial Advisor, Ameriprise Financial Services

Richard Simpson - Financial Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA 95054

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Vikram Kohli - Financial Advisor, Ameriprise Financial Services

Vikram Kohli - Financial Advisor, Ameriprise Financial Services

3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054

OPEN NOW:9:00 am - 7:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Nohr Tom & Associates

Nohr Tom & Associates

20632 Redwood Rd, Castro Valley, CA 94546

OPEN NOW:9:00 am - 5:00 pm

From Business: Nohr Tom & Associates, located in Castro Valley, CA, is a seasoned and trusted firm of Financial Planners with over 30 years of experience. We specialize in crafting tailored…

YP
40 Years
in Business

26. Raymond Carlisle - Thrivent

Raymond Carlisle - Thrivent

7011 Koll Center Pkwy Ste 190, Pleasanton, CA 94566

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Raymond Carlisle is committed to providing financial advice,…

27. Kathy Patterson, CFP

Kathy Patterson, CFP

7011 Koll Center Pkwy, Suite 260, Pleasanton, CA 94566

From Business: Certified Financial Planner Professional, Investment Advisor Representative. 26 years experience helping women understand and manage their investments. Fee based financial…

28. Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors

7077 Koll Center Pkwy Ste 120, Pleasanton, CA 94566

OPEN NOW:8:00 am - 5:00 pm

From Business: Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm. Our professionals have over a century of combined experience in financial…

29. Kim Beatty - Financial Advisor, Ameriprise Financial Services

Kim Beatty - Financial Advisor, Ameriprise Financial Services

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Miguel Angel Soriano - Financial Advisor, Ameriprise Financial Services

Miguel Angel Soriano - Financial Advisor, Ameriprise Financial Services

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 253 results for Financial Planners in or near Fremont, CA.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investments. 4 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central San Jose, Downtown San Jose, and North Los Altos. These businesses offer their services in one-or-more of the following languages: and Chinese.