Best Financial Services
These Financial Services were voted the Bay Area’s 2019 Best of the Best by Bay Area Parent readers. Read the full list of winners here.
Gold: Charles Schwab. One of the largest brokerage firms in the country, offering a full range of investment banking services. Multiple locations. 866-232-9883. schwab.com.
Silver: Waddell & Reed Financial Advisors. Multiple locations. 888-923-3355. waddell.com.
Bronze: Technology Credit Union. Multiple locations. 408-451-9111. techcu.com.
SF and Marin
Gold: San Francisco Fire Credit Union. Anyone who lives, works, goes to school or worships in San Francisco, Marin County, or San Mateo County is eligible for this full-service credit union. 3201 California St., San Francisco. 415-674-4800. sffirecu.org.
Silver: First Republic Bank. Multiple locations. 888-408-0288. firstrepublic.com.
Bronze: Chase. Multiple locations. 800-935-9935. chase.com.
Gold: Liberty Tax San Carlos. This national franchise offers personal tax preparation, online filing and business tax preparation. 108 El Camino Real, San Carlos. 650-226-3913. libertytax.com.
Silver: Edward Jones San Carlos. 1001 Laurel St., suite D, San Carlos. 650-631-5744. edwardjones.com.
Silver: KMD Financial Services. 1501 El Camino Real, suite E, Belmont. 650-595-4933. yelp.com/biz/kmd-financial-services-belmont.
Silver: Pettinelli Financial Partners. 555 Veterans Blvd., #100, Redwood City. 650-595-4600. pettinellifp.com.
Silver: Trust the Tax Pros. 1777 Borel Place, #415, San Mateo. 650-349-4492. trustthetaxpros.com.
Bronze: Brickley Wealth Management. 1900 O’Farrell St., #330, San Mateo. 650-638-0111. brickleywealth.com.
Bronze: TD Ameritrade. 400 S. El Camino Real, #100, San Mateo. 650-340-6000. tdameritrade.com.
Gold: Consolidated Financial Center. These tax and accounting specialists focus on the principles of professionalism, responsiveness and quality. 3075 Citrus Circle, #110, Walnut Creek. 925-691-8291. cfctaxes.com.
Silver: Herrmann and Cooke Wealth Management. 370 Diablo Road, #201, Danville. 925-831-0200. herrmanncooke.com.
Silver: Liberty Group LLC. 411 30th St., second floor, Oakland. 510-658-1880. libertygroupllc.com.
Bronze: Burr Tax and Financial Services. 367 Civic Drive, #2, Pleasant Hill. 925-676-6007. burrtax.com.
Bronze: Mirador Capital Partners. 6700 Koll Center Parkway, #230, Pleasanton. 925-621-1000. miradorcp.com.
Bronze: Paragon Financial Planning. 550 Park St., #105, Alameda. 510-227-5354. paragon-fp.com.