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.

Silicon Valley

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.

Peninsula

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.

East Bay

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.

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