Best Financial Advisors in Fremont, CA

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Fremont, CA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Eunice H Scholten, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 39849 Paseo Padre Pkwy, Fremont, CA 94538, USA
Phone (510) 770-1617
Directions
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Humanity Wealth Advisors
Location 39899 Balentine Dr Suite 200, Newark, CA 94560, USA
Phone (510) 933-8388
Directions
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Austral Financial Services
Location 2140 Peralta Blvd # 209, Fremont, CA 94536, USA
Phone (510) 818-0092
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Premier Financial Alliance
Location 44071 Fremont Blvd, Fremont, CA 94538, USA
Directions
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Chicago Title
Location 39465 Paseo Padre Pkwy # 2410, Fremont, CA 94538, USA
Phone (510) 897-1960
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SparkPoint at Fremont FRC
4 out of 5
Location 39155 Liberty St a110, Fremont, CA 94538, USA
Phone (510) 574-2020
Directions
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John Hancock Financial Network
Location 42840 Christy St # 217, Fremont, CA 94538, USA
Directions
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Mastermind College Funding Group
5 out of 5
Location 46520 Fremont Blvd STE 606, Fremont, CA 94538, USA
Phone (408) 996-2002
Directions
Financial Advisors in Fremont, CA

Where Certified Financial Advisors in Fremont, CA Serve

Fremont, CA is a bustling city in the East Bay, with a rich history and diverse population. Its landmarks include the historic Niles District, which features a preserved train station and silent film museum, as well as the Mission San Jose, a 200-year-old Spanish mission. Top employers in the area include Tesla, Western Digital, and Thermo Fisher Scientific, contributing to the city's reputation as a hub for technology and innovation. Major highways such as I-880 and I-680 intersect in Fremont, providing easy access to neighboring cities and beyond. Streets like Fremont Boulevard and Paseo Padre Parkway are lined with restaurants, shops, and businesses, while neighborhoods such as Mission San Jose and Irvington offer a mix of residential and commercial areas. Fremont's unique blend of history, industry, and community make it a dynamic and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fremont, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick and mortar branches, which can be found throughout the city. Another popular option is online banking, which allows residents to manage their finances from the comfort of their own homes. Additionally, many banks in Fremont offer mobile banking apps, which allow customers to check their account balances and make transactions on the go. One specific thing about Fremont is that it is home to a large number of tech companies, and as a result, many banks in the area offer specialized services for tech professionals, such as financing for startups and small businesses.

Insurance Broker

Residents of Fremont, CA can benefit greatly from the services of an insurance broker. With the city's diverse population and thriving business community, it can be challenging to navigate the complex world of insurance policies. An insurance broker can help residents find the best coverage for their unique needs, whether it's health insurance for a growing family or liability insurance for a small business. Additionally, Fremont is located in an earthquake-prone area, so an insurance broker can assist residents in finding policies that provide adequate coverage in the event of a natural disaster. With the help of an insurance broker, residents of Fremont can have peace of mind knowing that they are protected against life's uncertainties.

Retirement Planning

Residents of Fremont, CA can benefit greatly from the services of a retirement planner. With the city's rapidly growing population, many individuals may be unsure of how to plan for their future and ensure they have enough savings to live comfortably during retirement. A retirement planner can provide guidance on investment strategies, tax planning, and budgeting to help residents achieve their financial goals. Additionally, with the high cost of living in the Bay Area, a retirement planner can help residents navigate the complexities of planning for retirement while also managing expenses such as housing, healthcare, and transportation. Overall, a retirement planner can provide invaluable support and advice to residents of Fremont, CA looking to secure their financial future.

Wealth Management

Residents of Fremont, CA could greatly benefit from the expertise of a wealth manager in a number of ways. For example, with Fremont being home to a large number of tech companies and professionals, a wealth manager could help residents navigate the complexities of stock options and equity compensation packages. Additionally, with the high cost of living in the Bay Area, a wealth manager could help residents create a personalized financial plan to meet their long-term financial goals, such as saving for retirement or buying a home. By providing tailored advice and guidance, a wealth manager can help residents of Fremont make informed decisions about their finances and ultimately achieve greater financial security.

Mortgage Loan Officer

Residents of Fremont, CA can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in finding a mortgage that fits their specific needs and financial situation. Fremont is a diverse city with a range of housing options, from single-family homes to apartments and condos. A knowledgeable loan officer can help residents navigate the complexities of the local housing market and find a mortgage that is tailored to their unique circumstances. Additionally, a loan officer can help residents understand the various types of mortgages available, including fixed-rate and adjustable-rate mortgages, and guide them through the application process. With the help of a mortgage loan officer, residents of Fremont can achieve their dreams of homeownership and secure a stable financial future.

Tax Services

Residents of Fremont, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting with the preparation and filing of tax returns. Fremont, CA is home to a diverse community of individuals and businesses, many of which may have unique tax situations that require specialized knowledge and expertise. A tax advisor can provide valuable guidance on deductions, credits, and other tax-related matters to help ensure residents are maximizing their tax savings and avoiding costly mistakes. Additionally, with the recent changes to tax laws, a tax advisor can help residents navigate the complexities of the tax code and stay up-to-date on any changes that may affect their tax liability.

Estate Planning Lawyer

Residents of Fremont, CA can benefit greatly from the services of an estate planning lawyer. With a population of over 230,000, Fremont is a diverse city that is home to many families and individuals with varying financial situations. An estate planning lawyer can help residents ensure that their assets and property are distributed according to their wishes after they pass away. This is especially important in Fremont, where the cost of living is high and property values are constantly increasing. Additionally, an estate planning lawyer can assist residents with creating a living will or trust, which can help protect their assets and provide for their loved ones in the event of incapacitation. Overall, the services of an estate planning lawyer can provide peace of mind and security for residents of Fremont, CA.

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