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          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Financial Consultants

          Showing: 33 results for Financial Consultants
          near Oakland, CA

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          KDC Accounting & Consulting, LLP

          Accountant, Bookkeeping Services, Payroll Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (925) 403-1731

          429 Fair Haven Rd,
          Alameda, CA 94501-5942

          Get a Quote

          Upgrade, Inc.

          Loans, Consumer Finance Companies, Home Additions ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (844) 319-3909

          275 Battery St Fl 23,
          San Francisco, CA 94111-3305

          Ubiquity

          Retirement Planning Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (415) 477-8800

          44 Montgomery St Ste 300,
          San Francisco, CA 94104-4624

          Get a Quote

          Inheritance Funding Company, Inc.

          Financial Services, Financial Consultants, Inheritance Funding Company

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (800) 944-2072

          235 Montgomery St Ste 1035,
          San Francisco, CA 94104-3008

          Get a Quote

          The Financial Zen Group

          Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (415) 792-0345

          600 California St Fl 11,
          San Francisco, CA 94108-2727

          Advice Only Financial Advisors

          Financial Services, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (800) 484-7206

          7695 Crest Avenue Oakland,
          Oakland, CA 94605

          Get a Quote

          Ginsberg Financial Strategies

          Financial Services, Retirement Planning Services, Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Contra Costa County, CA
          Accredited BusinessAccredited Business
          (925) 287-8400

          Walnut Creek, CA 94597-6957

          KCK Professional Services

          Financial Consultants, Business Consultants, Payroll Services ...

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Contra Costa County, CA
          • Marin County, CA
          • Napa County, CA
          • San Francisco County, CA
          • San Mateo County, CA
          • Solano County, CA
          • Sonoma County, CA
          Accredited BusinessAccredited Business
          (510) 998-7004

          3330 Vincent Rd Ste H,
          Pleasant Hill, CA 94523-4392

          Get a Quote

          Waldron Partners, LLC.

          Financial Consultants, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (925) 708-7397

          3201 Danville Blvd Ste 190 Ste 190,
          Alamo, CA 94507-1972

          Veraz Advisors

          Investment Advisory Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (925) 309-5535

          PO Box 1041,
          Danville, CA 94526-1041

          Get a Quote

          Secure Retirement Financial & Insurance Services Corp.

          Retirement Planning Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (925) 855-4300

          18 Crow Canyon Ct Ste 325,
          San Ramon, CA 94583-1738

          Advice Only Financial Advisors

          Financial Services, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (800) 484-7206

          520 Tamalpais Dr Ste 206B,
          Corte Madera, CA 94925

          Get a Quote

          Veraz Advisors

          Investment Advisory Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (925) 309-5535

          2355 San Ramon Valley Blvd Ste 204 Suite 204,
          San Ramon, CA 94583-1523

          Get a Quote

          Impact Wealth Innovations

          Financial Planning Consultants, Insurance Agency, Retirement Planning Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (510) 788-0518

          Union City, CA 94587-4000

          Get a Quote

          Reising Financial

          Retirement Planning Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (925) 718-5869

          4115 Blackhawk Plaza Cir Ste 100 Suite 100,
          Danville, CA 94506-4616

          Get a Quote

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          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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