Top Professionals
First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA
First and Main Financial, operating under Wolfers Asset Management LLC since 2001, provides personalized financial solutions grounded in classic values combined with current thinking. The company focuses on understanding clients' unique financial situations and goals through attentive listening and ...Read More
Infinity Financial Services
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm that supports financial advisors with streamlined, secure back-office solutions. The company specializes in assisting wirehouse advisors transitioning to independence, regional advisors moving firm...Read More
Jubilee Tax & Financial Solutions
Jubilee Tax & Financial Solutions is a comprehensive financial services firm with 25 years of experience, founded by CEO Dinese Gamble. The company specializes in a wide range of services including tax preparation, tax resolution, accounting, bookkeeping, retirement planning, insurance, business for...Read More
LampPost Planning
LampPost Planning is an independent financial services firm committed to building long-term financial partnerships with clients by creating detailed, customized financial plans that guide them toward their goals. The company operates on a 3S principle—Strategies, Solutions, and Service—ensuring a co...Read More
Liberty Group
Liberty Group, operating under Liberty Wealth Management, LLC, is a comprehensive financial services firm focused on empowering clients to build and protect their wealth with a strong emphasis on retirement readiness. The company offers tailored wealth management, financial planning, tax preparation...Read More
Lula Financial
Lula Financial is a fiduciary, fee-only financial planning company that specializes in providing straightforward financial planning services for individuals and couples who dislike traditional financial planning. The company focuses on understanding clients' current financial situations, defining th...Read More
Modern Family Finance
Modern Family Finance is a financial advisory firm dedicated to providing tax-smart, personalized financial advice tailored to modern families and professionals, especially those in tech, self-employed individuals, women, and LGBTQ+ communities. The company focuses on helping clients lower taxes, in...Read More
Modern Financial Planning
Modern Financial Planning is a fee-only financial planning firm dedicated to optimizing clients' finances while helping them maximize their lives. The company specializes in providing in-depth financial planning and investment management services, leveraging deep expertise, advanced technology, and ...Read More
Morgan Stanley Financial Advisors
Morgan Stanley is a global financial services firm that connects clients with financial advisors tailored to their specific needs. The company offers a platform to find financial advisors based on various criteria such as occupation, investment needs, language preferences, and professional certifica...Read More