Top 15 Financial Advisors in Oakland, CA

Diana Paino Excellent company. I had no way.to get HVAC tried for 9 years. What a pleasure.to finally have HVAC as the windows ones just didnt work well. Thank you!

juanoaklnd My name is Juan, JT Financial is highly experienced in tax preparation, I have been a client of Tonia for five years and have consistently received satisfactory results with my tax returns. I wholeheartedly recommend her services without hesitation .

Don Sardella I have received exceptional care and service since my initial conversations with Tiffany and our consequent follow up coaching discussions. I am so glad my wife and I found her, given how much value and up-to-date wisdom she brings. Tiffany is friendly, attentive and very professional. I’ve experienced Tiffany to have an ability to quickly zero in on the essence of our financial situations and then partner with us to bring real-world clarity and strategy to our much needed financial solutions. She loves what she does and she has a heart to educate and to serve – totally a win-win relationship. Tiffany is extremely current and knowledgeable in her field, respectful, honest, fair and client focused. I recommend her in a heartbeat (have actually done so to hundreds of people) – she offers a free 30 minute consult, jam packed with value. Check her out. See for yourself. We definitely look forward to continuing to work on improving our finances with Tiffany!! Thank you, Tiffany!!

Hyoung Jun Kim great customer service !

Lyz Luke Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If youre looking for a financial partner thats also someone who has your back, please dont hesitate to reach out to her today.

gatrics perine Very friendly, puts customers at ease! Friendly atmosphere. Ms. Ali and company are A-1! Ive been a faithful and loyal customer for the past 18yrs!!!

Daniela Carpio I’ve been coming to E&P to have my taxes done for years now! Every time they are trustworthy, efficient, and will have your return done right. I don’t live in Oakland anymore but I’m still able to have them do my taxes. I’m beyond grateful . Thank you again! See you next year.

Mike G. Vanessa and her team were diligent, attentive, and tireless in their search to help us find the right house for our family. Thanks to her we were able to get an amazing home at a discount on one of the most overpriced real estate markets in history. Rodney went above and beyond to help us find a mortgage program that worked for our family. Hes a true specialist with deep industry knowledge and access. We felt informed and supported every step of the way. We are forever customers of this amazing team.

mariam rashid Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!

Matt Renner Anne has been a rock-solid advisor to our family for decades. On taxes and real estate matters, she shares her experience and ensures we get the best outcomes possible. A sincere and detail-oriented practice, we have had no issues and have always felt taken care of.

Nick Postner Dont go there! Today is 3/16/21. I have not received tax return for 2019 or any stimulus checks! Because I did my tax of 2019 with this dude. He should kick out of the business! Non-license scammer!

Wendy Simone I love Tom and Arthur. I have been working with them for 20 years. They are reliable, helpful and super fun. Their advice has saved me thousands of dollars. They are the best best best!!!

Mellissa Barcelo My husband and I have been working with Ben for a couple of years now. What stands out to the two of us is that he immediately put us at ease. He has the ability to listen and ask thoughtful questions so that we reach our financial goals.

Richard Hartnell Besides always getting superb service at the branches, UNIFY was always willing to jump through hoops for me. Leaving this review because they just jumped through a couple more hoops to deal with a complication re: my COVID stimulus check -- about half a year after Id closed my account.