Retirement Planning in Foster City, CA

We did the hard work of finding trustworthy partners in Foster City, CA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Foster City, CA

generic_business-71
CLEAR Retirement Advice
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (800) 228-0310
Directions
generic_business-71
Plan Design Consultants, Inc.
2 out of 5
Location 1111 Triton Dr #201, Foster City, CA 94404, USA
Phone (650) 341-3322
Directions
SEC File# 801-41001
CRD# 112182
Location 303 Vintage Park Dr, Foster City, CA 94404, USA
Phone (650) 548-9200
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Summitry
SEC File# 801-62398
CRD# 128586
Location 919 E Hillsdale Blvd STE 150, Foster City, CA 94404, USA
Phone (650) 212-2240
Directions
generic_business-71
Skrabo Financial Services
Location 333 Twin Dolphin Dr #225, Redwood City, CA 94065, USA
Phone (916) 541-3465
Directions
generic_business-71
Steinmetz Financial Planning
Location 951 Mariners Island Blvd #300, San Mateo, CA 94404, USA
Phone (650) 401-3800
Directions
generic_business-71
MassMutual Pacific
Location 989 E Hillsdale Blvd #230, Foster City, CA 94404, USA
Phone (650) 286-5800
Directions
SEC File# 801-29362
CRD# 107342
4 out of 5
Location 1450 Fashion Island Blvd, San Mateo, CA 94404, USA
Phone (650) 425-9356
Time Monday: 7:00 AM – 6:00 PM Tuesday: 7:00 AM – 6:00 PM Wednesday: 7:00 AM – 6:00 PM Thursday: 7:00 AM – 6:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Emerald Retirement Residence
Location 717 Widgeon St, Foster City, CA 94404, USA
Phone (650) 358-8868
Directions
generic_business-71
Merrill Edge
Location 909 E Hillsdale Blvd, Foster City, CA 94404, USA
Phone (650) 581-2032
Directions
generic_business-71
Hank Scherf
Location 950 Tower Ln, Foster City, CA 94404, USA
Phone (650) 286-5849
Directions
generic_business-71
Emphasis Financial
Location 1098 Foster City # 106 Pmb 71, Foster City, CA 94404, USA
Phone (650) 358-0762
Directions
generic_business-71
SGC Financial & Insurance Services
Location 1065 E Hillsdale Blvd Suit 310, Foster City, CA 94404, USA
Phone (650) 573-8525
Directions
generic_business-71
Bailard, Inc.
Location 950 Tower Ln #1900, Foster City, CA 94404, USA
Phone (650) 571-5800
Directions
Retirement Planning in Foster City, CA

About Foster City, CA for Those Planning to Retire

Foster City, located in the heart of Silicon Valley, is a vibrant and bustling city with a plethora of landmarks and attractions. From the iconic Leo J. Ryan Park to the stunning Foster City Lagoon, there is no shortage of natural beauty to be found here. The city is home to many top employers, including Gilead Sciences, Visa, and Sony Interactive Entertainment, making it a hub for innovation and technology. Major highways such as Highway 101 and 92 provide easy access to neighboring cities, while main streets like Hillsdale Boulevard and Foster City Boulevard offer a variety of shopping and dining options. Foster City is divided into several neighborhoods, each with its own unique character and charm. The Bay Vista neighborhood boasts stunning waterfront views, while the Treasure Isle neighborhood is known for its luxurious homes and upscale amenities. Whether you're looking for a quiet suburban retreat or a bustling urban center, Foster City has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Foster City, CA is a vibrant community situated in the heart of Silicon Valley, known for its picturesque waterfront, family-friendly neighborhoods, and thriving business district. A bank in Foster City can help residents in a variety of ways, from providing access to financial services like checking and savings accounts, loans, and credit cards, to offering investment advice, wealth management services, and retirement planning. Specifically, with the city's high cost of living, a bank can help residents manage their finances by offering competitive interest rates on loans and credit cards, helping them save for a down payment on a home, or providing financial education and resources to help them make informed decisions about their money. Additionally, with Foster City's diverse population and growing economy, a bank can play a vital role in supporting local businesses and entrepreneurs by providing business loans, merchant services, and other financial products and services to help them grow and succeed.

Insurance Broker

Residents of Foster City, CA can benefit greatly from the expertise of an insurance broker. With the city's proximity to the San Francisco Bay, residents may be at a higher risk for flooding and require specialized flood insurance coverage. Additionally, the city's location on the San Andreas Fault may make earthquake insurance a crucial consideration for homeowners. An insurance broker can navigate the complexities of these unique risks and help residents find the most comprehensive and affordable coverage options. Furthermore, with a diverse population and a thriving business community, residents may require a variety of insurance products, such as health insurance, liability insurance, and workers' compensation insurance. An insurance broker can provide personalized guidance and support to help residents make informed decisions and protect their assets.

Wealth Management

Residents of Foster City, CA could benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager could help them navigate the complex tax laws of California, particularly in light of the state's high tax rates. Secondly, a wealth manager could help residents of Foster City plan for retirement, which is particularly important given the high cost of living in the area. Additionally, a wealth manager could help residents of Foster City with estate planning, which is a complex area of financial planning that requires expert advice. Finally, a wealth manager could help residents of Foster City manage their investments, which is particularly important given the volatility of the stock market and the need to balance risk and reward. Overall, a wealth manager could provide invaluable assistance to residents of Foster City, helping them to achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Foster City, CA could greatly benefit from the services of a financial advisor in a number of ways. With its high median household income and proximity to Silicon Valley, Foster City has a unique financial landscape that requires a tailored approach. A financial advisor could help residents navigate the complexities of stock options and equity compensation plans that are common in this area. Additionally, with the high cost of living in the Bay Area, a financial advisor could provide guidance on budgeting and saving strategies to help residents meet their financial goals. Furthermore, with the recent boom in the real estate market in Foster City, a financial advisor could assist residents in making informed decisions about buying or selling property. Overall, a financial advisor could provide invaluable assistance to Foster City residents looking to make smart financial decisions in this dynamic and rapidly changing environment.

Mortgage Loan Officer

Residents of Foster City, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, Foster City is a highly desirable location, and as such, property prices can be steep. A mortgage loan officer can help residents secure the funds they need to purchase their dream home in this sought-after area. Additionally, Foster City is home to many small businesses, and a mortgage loan officer can provide advice and assistance to entrepreneurs looking to secure commercial property loans. Furthermore, Foster City is located in an earthquake-prone area, and a mortgage loan officer can help residents obtain earthquake insurance and ensure that their mortgage is structured in a way that protects them in the event of a disaster. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Foster City, helping them achieve their property ownership goals and safeguard their financial future.

Tax Services

Residents of Foster City, CA can benefit from the assistance of a tax advisor in numerous ways. For instance, a tax advisor can provide guidance on how to minimize tax liabilities by identifying tax deductions and credits that are unique to the city. Foster City, CA has a high cost of living, and a tax advisor can help residents navigate the complex tax code to help them save money. Additionally, a tax advisor can assist residents in understanding the tax implications of owning a home in Foster City, CA, which has some of the highest property values in the country. Furthermore, a tax advisor can help residents who are self-employed or own small businesses in Foster City, CA to navigate the tax code and take advantage of tax breaks that are available to them. Overall, a tax advisor can provide invaluable assistance to residents of Foster City, CA, helping them to save money and make informed financial decisions.

Estate Planning Lawyer

Residents of Foster City, CA can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Foster City to create a comprehensive estate plan that addresses their unique needs and goals. This is particularly important in Foster City, which is known for its high cost of living and affluent population. Secondly, an estate planning lawyer can assist Foster City residents in minimizing their tax liabilities and maximizing their asset protection. This is especially important in a city where property values are high and residents may have significant assets to protect. Finally, an estate planning lawyer can help Foster City residents navigate the complex legal requirements surrounding estate planning, including probate and trust administration. This can be especially helpful for residents who may be unfamiliar with the legal system or who have complex family situations that require special attention. Overall, an estate planning lawyer can be an invaluable resource for residents of Foster City looking to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs