Best Financial Services




East Bay

Gold: Consolidated Financial Center. It offers everything from tax preparation and planning to notary services to business consulting. 3075 Citrus Cir., #110, Walnut Creek. 925-691-8291. cfctaxes.com.

Silver: Burr Tax and Financial Services. 367 Civic Drive, #2, Pleasant Hill. 925-676-6007. www.burrtax.com.

Bronze: Herrmann and Cooke Wealth Management. 370 Diablo Road, #201, Danville. 925-831-0200. www.herrmanncooke.com.

Peninsula

Gold: Pettinelli Financial Group. This multi-generational planning firm helps families and professionals with college, retirement and legacy planning. 333 Twin Dolphin Drive, #110, Redwood City. www.pettinellifp.com.

Silver: Liberty Tax San Carlos. 108 El Camino Real, San Carlos. 650-226-3913.www.libertytax.com.

 

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