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Best Contra Costa County, California Financial Advisors

Introduction

Finding the right financial advisor can be a daunting task, especially in a bustling area like Contra Costa County, California. With so many options available, it’s essential to know what to look for in a financial advisor to ensure that you get the best possible guidance for your financial needs. In this article, we’ll explore some of the top financial advisors in Contra Costa County, highlighting their services, reviews, and contact information. Our goal is to help you make an informed decision by providing a comprehensive guide to the best financial advisors in the area.

What to Look For in a Financial Advisor

Credentials and Experience

When searching for a financial advisor, one of the first things to consider is their credentials and experience. Look for advisors who hold recognized certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These certifications indicate that the advisor has undergone rigorous training and adheres to high ethical standards.

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Services Offered

Financial advisors offer a wide range of services, from retirement planning and investment management to tax planning and estate planning. Determine what services you need and ensure that the advisor you choose specializes in those areas.

Fee Structure

Financial advisors charge for their services in different ways. Some charge a flat fee, while others take a percentage of the assets they manage. Make sure you understand how your advisor will be compensated and choose a fee structure that works best for your financial situation.

Client Reviews

Reading reviews from other clients can provide valuable insights into an advisor’s professionalism, reliability, and effectiveness. Look for advisors with positive feedback and high ratings from their clients.

Top Financial Advisors in Contra Costa County

1. Integrity Wealth Partners, LLC

  • Location: 1320 Mt Diablo Blvd #200, Walnut Creek, CA 94596
  • Phone: (925) 300-3222
  • Website: investwithintegrity.com
  • Services: Investment management, retirement planning, tax planning
  • Reviews: Clients praise Integrity Wealth Partners for their personalized approach and expertise in financial planning. They are known for their commitment to helping clients achieve their financial goals through tailored investment strategies.

2. Retirement Wealth & Tax Advisors

  • Location: 3478 Buskirk Ave # 270, Pleasant Hill, CA 94523
  • Phone: (925) 938-3200
  • Website: Not available
  • Services: Retirement planning, tax planning, investment management
  • Reviews: This firm is highly recommended for its comprehensive retirement planning services. Clients appreciate their thorough approach to tax planning and investment management, helping them maximize their retirement savings.

3. Michael MacDonald Financial Management

  • Location: 2300 Contra Costa Blvd #175, Pleasant Hill, CA 94523
  • Phone: (925) 521-0110
  • Website: thefinancialadvisor.org
  • Services: Financial planning, investment management, tax planning
  • Reviews: Michael MacDonald Financial Management receives high marks for its customer service and detailed financial planning. Clients value the advisor’s ability to create customized financial plans that cater to their specific needs.
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4. Edward Jones – Financial Advisor: Yvonne I Ceresa, CFA®

  • Location: 1350 Arnold Dr Suite 100, Martinez, CA 94553
  • Phone: (925) 335-9102
  • Website: edwardjones.com
  • Services: Investment services, retirement planning, financial planning
  • Reviews: Yvonne Ceresa is well-regarded for her dedication to client education and personalized service. Clients appreciate her expertise in investment strategies and retirement planning.

5. Bruce Meyers – RBC Wealth Management Financial Advisor

  • Location: 1331 N California Blvd Suite 650, Walnut Creek, CA 94596
  • Phone: (925) 949-5210
  • Website: rbcwealthmanagement.com
  • Services: Wealth management, financial planning, retirement planning
  • Reviews: Bruce Meyers is praised for his comprehensive wealth management services and his ability to provide clear, actionable financial advice. Clients highlight his professionalism and expertise.

6. Paul Crawford

  • Location: 2300 Contra Costa Blvd #330, Pleasant Hill, CA 94523
  • Phone: (925) 233-3956
  • Website: pauljcrawford.com
  • Services: Financial planning, investment management, tax planning
  • Reviews: Paul Crawford is known for his personalized approach and his commitment to helping clients achieve their financial goals. Clients commend his thorough and strategic financial planning services.

7. MassMutual Northern California

  • Location: 3003 Oak Rd # 250, Walnut Creek, CA 94597
  • Phone: (925) 979-2300
  • Website: massmutual.com
  • Services: Insurance services, financial planning, retirement planning
  • Reviews: MassMutual Northern California is highly rated for its comprehensive financial services and excellent customer support. Clients appreciate their wide range of services and the advisor’s expertise.

8. Edward Comar – Private Wealth Advisor, Ameriprise Financial Services, LLC

  • Location: 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
  • Phone: (925) 295-1900
  • Website: ameripriseadvisors.com
  • Services: Wealth management, financial planning, retirement planning
  • Reviews: Edward Comar receives excellent reviews for his personalized wealth management services. Clients appreciate his attention to detail and his ability to create customized financial plans.
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9. Cynergy Financial

  • Location: 2255 Contra Costa Blvd # 312, Pleasant Hill, CA 94523
  • Phone: (925) 676-7200
  • Website: Not available
  • Services: Financial planning, investment management, tax planning
  • Reviews: Cynergy Financial is well-regarded for its client-focused approach and comprehensive financial services. Clients value their expertise and commitment to helping them achieve their financial goals.

10. Putney-Klein Associates, Inc.

  • Location: 1243 Alpine Road #219, Walnut Creek, CA 94596
  • Phone: (925) 932-2612
  • Website: Not available
  • Services: Tax planning, financial planning, investment management
  • Reviews: Putney-Klein Associates is known for their meticulous tax planning and financial advisory services. Clients appreciate their thorough approach and dedication to helping them navigate complex financial situations.

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