Retirement Planning in Burlingame, CA

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Top Retirement Planners in Burlingame, CA

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Steinmetz Financial Planning
Location 111 Anza Blvd #208, Burlingame, CA 94010, USA
Phone (650) 401-3800
Directions
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Primark Benefits
1 out of 5
Location 875 Mahler Rd UNIT 105, Burlingame, CA 94010, USA
Phone (650) 692-2043
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Tyler Louis Needman - Morgan Stanley
Location 216 Lorton Ave Suite 200, Burlingame, CA 94010, USA
Phone (650) 340-6514
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John Coleman - Morgan Stanley
5 out of 5
Location 216 Lorton Ave, Burlingame, CA 94010, USA
Phone (650) 340-6511
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Tamarind Financial Planning
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 667-8691
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Sunrise of Burlingame
4 out of 5
Location 1818 Trousdale Dr, Burlingame, CA 94010, USA
Phone (650) 692-2805
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Peninsula Financial Planning
Location 330 Primrose Rd # 408, Burlingame, CA 94010, USA
Phone (650) 348-8725
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KARSON WEALTH MANAGEMENT
Location 1201 Howard Ave #103, Burlingame, CA 94010, USA
Phone (650) 347-4360
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Sanh Vuong - Morgan Stanley Financial Advisor
Location 216 Lorton Ave Suite 200, Burlingame, CA 94010, USA
Phone (650) 340-6552
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Obel Financial Advisors
Location 533 Airport Blvd., Burlingame, CA 94010, USA
Phone (650) 373-2069
Directions
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Merrill Lynch Wealth Management
Location 101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, USA
Phone (650) 579-3000
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Elm Advisors
SEC File# 801-64366
CRD# 135682
Location 1860 El Camino Real # 200, Burlingame, CA 94010, USA
Phone (650) 697-3013
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MainStreet Financial Planning, Inc
Location 340 Lorton Ave # 215, Burlingame, CA 94010, USA
Phone (888) 897-6743
Directions
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Jonathan A Lucas - Financial Advisor, Ameriprise Financial Services, LLC
Location 533 Airport Blvd. Ste 375, Burlingame, CA 94010, USA
Phone (650) 401-2280
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Retirement Planning in Burlingame, CA

About Burlingame, CA for Those Planning to Retire

Burlingame, CA is a charming city located in San Mateo County, California. With its picturesque streets, historic landmarks, and thriving economy, it's no wonder why this city is a popular destination for both tourists and locals alike. One of the most notable landmarks in Burlingame is the Burlingame Avenue, a bustling street lined with high-end shops, restaurants, and cafes. Another landmark worth visiting is the Burlingame Museum of Pez Memorabilia, which houses an impressive collection of Pez dispensers from around the world. In terms of top employers, Burlingame is home to several major companies, including Virgin America, Guittard Chocolate, and Gilead Sciences. These companies contribute significantly to the city's economy and provide many job opportunities for residents. Burlingame is conveniently located near several major highways, including Highway 101 and Interstate 280, making it easy for commuters to travel to and from the city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Burlingame, CA can benefit from a bank in various ways. Firstly, a bank can help them with their financial management by providing them with personalized financial advice and services. Burlingame, CA is a city with a high cost of living, and its residents may require assistance with managing their finances to ensure they can afford their daily expenses. Secondly, a bank can help residents of Burlingame, CA with their mortgage needs. The city is known for its high real estate prices, and many people may require a mortgage to purchase a home. A bank can provide them with competitive mortgage rates and help them secure their dream home. Lastly, a bank can help residents of Burlingame, CA with their business needs. Burlingame, CA has a thriving business community, and many small business owners may require financial assistance to start or expand their business. A bank can provide them with business loans, lines of credit, and other financial services to help them succeed.

Insurance Broker

Residents of Burlingame, CA can benefit greatly from the services of an insurance broker. With its proximity to the San Francisco Bay Area, Burlingame is a bustling city with a diverse population, and an insurance broker can help residents navigate the complex insurance landscape. From finding affordable health insurance to protecting their homes and businesses from natural disasters like earthquakes and wildfires, an insurance broker can provide customized solutions to meet the unique needs of Burlingame residents. Additionally, with the city's high cost of living, an insurance broker can help residents save money by finding the best deals on insurance policies. Overall, an insurance broker can be a valuable resource for Burlingame residents looking to protect their assets and plan for the future.

Wealth Management

Residents of Burlingame, CA could greatly benefit from the expertise of a wealth manager. With the city's high cost of living and affluent population, a wealth manager can provide guidance on managing and growing their wealth. Specifically, Burlingame is known for its beautiful homes and upscale neighborhoods. A wealth manager can assist residents in making smart investment decisions to ensure their homes retain their value and potentially increase in worth. Additionally, with Burlingame's proximity to Silicon Valley, many residents may have stock options or other investments tied to technology companies. A wealth manager can help navigate the complexities of these investments and provide advice on diversifying their portfolio. Overall, a wealth manager can provide invaluable assistance to Burlingame residents in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Burlingame, CA can benefit from the expertise of a financial advisor in several ways. Given the high cost of living in the area, a financial advisor can assist in developing a budget that accounts for the unique expenses of the region, such as housing, transportation, and healthcare. Moreover, with the city's proximity to Silicon Valley, a financial advisor can help residents navigate the complexities of stock options, equity compensation, and other investment vehicles that are prevalent in the tech industry. Additionally, Burlingame's location within San Mateo County makes it subject to the county's high property taxes, and a financial advisor can help residents plan for this expense and explore potential tax-saving strategies. Overall, a financial advisor can provide valuable guidance to residents of Burlingame, CA, in achieving their financial goals and navigating the challenges of living in a high-cost region with unique economic opportunities.

Mortgage Loan Officer

Residents of Burlingame, CA can benefit greatly from the expertise of a mortgage loan officer. With the median home price in Burlingame being over $2 million, a loan officer can help prospective homebuyers navigate the complex and competitive housing market. Additionally, Burlingame is known for its diverse population, which can lead to unique financial situations for borrowers. A knowledgeable loan officer can provide guidance on available loan programs, interest rates, and down payment options that are tailored to each borrower's individual needs. Furthermore, Burlingame is located in San Mateo County, which has some of the highest property taxes in the country. A loan officer can help borrowers understand the tax implications of their mortgage and provide options for managing their payments. Overall, a mortgage loan officer can provide invaluable assistance to Burlingame residents looking to purchase or refinance a home in this beautiful and bustling community.

Tax Services

Residents of Burlingame, CA could greatly benefit from the expertise of a tax advisor in a number of ways. Firstly, given the high cost of living in Burlingame, many residents may be looking for ways to reduce their tax burden and maximize their income. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may not be aware of. Additionally, given the prevalence of tech companies in the area, many residents may have stock options or other equity-based compensation that can be difficult to understand from a tax perspective. A tax advisor can help residents understand the tax implications of these types of investments and ensure that they are reporting them correctly. Finally, Burlingame is located in San Mateo County, which has some of the highest property values in the country. As a result, property taxes can be a significant expense for many residents.

Estate Planning Lawyer

Burlingame, CA residents can benefit from the services of an estate planning lawyer in many ways. Firstly, the lawyer can assist with the creation of wills and trusts, which is essential for ensuring that one's assets are distributed according to their wishes. In Burlingame, where the median home value is over $2 million, it is crucial to have a comprehensive estate plan that takes into account the high cost of living in the area. Additionally, an estate planning lawyer can help with the establishment of powers of attorney and healthcare directives, which can be especially important for elderly residents or those with chronic illnesses. Finally, the lawyer can assist with the probate process, which can be complex and time-consuming, particularly in California where probate fees are based on the value of the estate. Overall, residents of Burlingame can benefit greatly from the expertise of an estate planning lawyer to ensure that their assets are protected and their wishes are carried out.

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