california Date: 09-25-2025

Top 15 Financial Advisors in Fremont, CA

Financial AdvisorAddress
1Moore Financial Services39275 State St, Fremont, CA 94538
2Bank of America Financial Center46786 Mission Blvd, Fremont, CA 94539
3Bank of America Financial Center40714 Grimmer Blvd, Fremont, CA 94538
4Olive Financial Services - Insurance, Tax, Payroll & Bookkeeping39812 Mission Blvd #115, Fremont, CA 94539
5Elite Financial Insurance Group3100 Mowry Ave, Fremont, CA 94538
6NC FINANCIAL SOLUTIONS LLCBlacow Building, 38950 Blacow Rd # A, Fremont, CA 94536
7Lendmark Financial Services LLCShopping Center, 39146 Fremont Hub, Fremont, CA 94538
8U B Singh Real Estate & Financial38930 Blacow Rd # C, Fremont, CA 94536
9Bank of America Financial Center39300 Fremont Blvd, Fremont, CA 94538
10SB Financial Solution Inc2450 Peralta Blvd # 103, Fremont, CA 94536
11FB Financial Services3909-B Decoto Rd, Fremont, CA 94555
12Austral Financial Services2140 Peralta Blvd # 209, Fremont, CA 94536
13Edward Jones - Financial Advisor: Yvonne Flores43360 Mission Blvd #210, Fremont, CA 94539
14Eve Meyer: Primerica - Financial Services42808 Christy St #120, Fremont, CA 94538
15Horizon Financial Associates39680 Mission Blvd, Fremont, CA 94539

1.Moore Financial Services

Address: 39275 State St, Fremont, CA 94538

images Moore Financial Services

(8) user ratings total:

Bill A Trust. That says it all for us. Moore Financial has handled our family finances for over thirty years. We sleep better knowing they do.
5 /5

2.Bank of America Financial Center

Address: 46786 Mission Blvd, Fremont, CA 94539

(74) user ratings total:

Ashwini Patil Visited the branch today and a few times in the past to get Cashier’s check. From the front desk to the cashier, everyone was super friendly and helpful. They were checking with every customer individually to make sure they are getting the help they needed. Really appreciate the great service from the branch staff!
5 /5

3.Bank of America Financial Center

Address: 40714 Grimmer Blvd, Fremont, CA 94538

(57) user ratings total:

Danny Thanks to Jolina. She was incredibly patient, taking the time to explain everything clearly and answer all my questions. Her professionalism and attention to detail made the process seamless, and her friendly demeanor made me feel valued as a customer. Highly recommend working with her
5 /5

4.Olive Financial Services - Insurance, Tax, Payroll & Bookkeeping

Address: 39812 Mission Blvd #115, Fremont, CA 94539

images Olive Financial Services - Insurance, Tax, Payroll & Bookkeeping

(5) user ratings total:

Akshay Singiri Had a really good experience, he was quick and to the point. He knew the details right of the bat, would definitely recommend if your in two minds
5 /5

5.Elite Financial Insurance Group

Address: 3100 Mowry Ave, Fremont, CA 94538

6.NC FINANCIAL SOLUTIONS LLC

Address: Blacow Building, 38950 Blacow Rd # A, Fremont, CA 94536

(29) user ratings total:

Pooja Tripathi I had a fantastic experience working with NC Financial Solutions LLC. The team was incredibly knowledgeable and attentive to my financial needs. They provided clear guidance and tailored solutions that significantly helped our organization. Surbhi’s professionalism and expertise made the entire process smooth and stress-free. I highly recommend NC financial Solutions to anyone looking for trustworthy and effective financial services.
5 /5

7.Lendmark Financial Services LLC

Address: Shopping Center, 39146 Fremont Hub, Fremont, CA 94538

(22) user ratings total:

Guillory Bruce I would like to start off by saying thank you to the Lendmark staff, especially Carmen. She was so down to earth and so transparent as a person I had just met. I can’t thank her enough for listening and understanding. When life happens and things we can’t control come into play it’s places like Lendmark and Carmen who showed not just integrity, but pure professionalism. She took the time to understand my situation and help to find a solution when most places would have just dim the lights even more. Nobody wants to be in unexpected situations, but Carmen related to the situation not only as a professional, but as a person who understands life in general. Once again thank you Lendmark and Carmen for being about customer service.
5 /5

8.U B Singh Real Estate & Financial

Address: 38930 Blacow Rd # C, Fremont, CA 94536

(2) user ratings total:

Iftekhar Sareshwala I have been going to Mr. U B Singh for my taxes and accounting for twenty years and have always had an excellent experience. The staff is very cordial, friendly and respectful. U B Singh is knowledgeable, soft spoken and easy to work with.
5 /5

9.Bank of America Financial Center

Address: 39300 Fremont Blvd, Fremont, CA 94538

(163) user ratings total:

Parmjeet Kaur I had a highly disappointing experience with Bank of America that left me frustrated and dissatisfied. I took a day off work specifically to attend a scheduled appointment at a local branch to obtain a reference letter for a credit card application. Despite having a confirmed appointment, I was met with unprofessional and unhelpful service from the front desk staff. The lady at the front desk was dismissive from the start, bluntly informing me that the bank does not provide reference letters, without offering any alternative solutions or showing any willingness to assist. Instead of addressing my needs as a customer with a scheduled appointment, she instructed me to go online and use the chat support feature, as if I were incapable of navigating it myself. Her condescending tone and manner, walking me through the online process like I was a child, was not only unprofessional but also deeply insulting. What’s worse, despite my appointment, I was turned away at the entrance and not given the opportunity to speak with a personal banker or anyone who could have potentially resolved the issue. This experience made me question the value Bank of America places on its customers’ time and needs. The lack of professionalism, poor communication, and failure to honor my appointment have left me with a negative impression of this branch and the bank as a whole. I strongly advise others to consider alternative banks that prioritize customer service and respect their clients’ time and efforts. I sincerely hope Bank of America takes feedback like this seriously and improves both its front-desk service and appointment handling.
1 /5

10.SB Financial Solution Inc

Address: 2450 Peralta Blvd # 103, Fremont, CA 94536

(15) user ratings total:

Ayushmann Khurana Sure! Here’s an awesome review you can use for SB Financial and Sandeep: I’ve been coming to SB Financial for the past 15 years, and I can confidently say that Sandeep is the absolute best when it comes to tax filing and financial services. His deep knowledge, professionalism, and attention to detail have made every tax season stress-free for me. Sandeep takes the time to explain everything clearly, always ensures I get the best possible outcome, and truly cares about his clients. His consistency and dedication over the years have earned my complete trust. If you’re looking for someone reliable, experienced, and genuinely helpful—Sandeep at SB Financial is the one to go to! Highly recommend!
5 /5

11.FB Financial Services

Address: 3909-B Decoto Rd, Fremont, CA 94555

12.Austral Financial Services

Address: 2140 Peralta Blvd # 209, Fremont, CA 94536

13.Edward Jones - Financial Advisor: Yvonne Flores

Address: 43360 Mission Blvd #210, Fremont, CA 94539

(1) user ratings total:

Cardoso Paul “Paulinho” Yvonne is an active member of Niles Rotary — her volunteer work really shows she’s committed to Impact Tomorrow Today. Her kind heart, go-getter attitude, and bright, giving spirit make her a joy to work with. I recommend her to anyone in Fremont looking for a patient, caring, and trustworthy person to turn to.
5 /5

14.Eve Meyer: Primerica - Financial Services

Address: 42808 Christy St #120, Fremont, CA 94538

15.Horizon Financial Associates

Address: 39680 Mission Blvd, Fremont, CA 94539

(1) user ratings total:

Jasmin Marcus Over THIRTY years in the mortgage industry right here in Fremont!!
5 /5