These Financial Services were voted the Bay Area’s 2023 Best of the Best by Bay Area Parent readers. Read the full list of winners here.
Silicon Valley
Gold: Technology Credit Union. Offers services for personal and business banking as well as financial management. Multiple locations. techcu.com.
Silver: Charles Schwab. Multiple locations. schwab.com.
Bronze: BetterWealth. San Jose. betterwealth.com.
Peninsula
Gold: Liberty Tax San Carlos. Strives to offer the flexibility of a personal tax consultant and the security of a large, established company. San Carlos. bit.ly/3zhjHse.
Silver: Edward Jones. Multiple locations. edwardjones.com.
Bronze: New York Life. Multiple locations. newyorklife.com.
San Francisco/Marin
Gold: Redwood Credit Union. Offers checking, savings, retirement, health savings and youth accounts, as well as loans, investment services and business accounts. Multiple locations. redwoodcu.org.
Silver: San Francisco Federal Credit Union. San Francisco. sanfranciscofcu.com.
Bronze: San Francisco Fire Credit Union. Multiple locations. sffirecu.org.
East Bay
Gold: Liberty Group. An independent investment advisor, Liberty Group offers wealth management and financial planning, as well as estate and tax planning. Oakland. libertygroupllc.com.
Silver: Presidio Group Wealth Management. Walnut Creek. presidiogroupwm.com.
Bronze: Jennifer Kwock-Lau, Ameriprise Financial. Walnut Creek. ameripriseadvisors.com/jennifer.s.kwocklau.