Best Financial Services

These Financial Services were voted the Bay Area’s 2021 Best of the Best by Bay Area Parent readers. Read the full list of winners here.

San Francisco & Marin

Gold: San Francisco Fire Credit Union. Offers financial services related to checking and savings accounts, loans, credit cards and investmentsMultiple locations. 415-674-4800.

Silver: Redwood Credit Union. Multiple locations. 1-800-479-7928.

Bronze: Primary Residential Mortgage. 1746 18th St., San Francisco. 415-252-5070.

Silicon Valley

Gold: Charles Schwab. This corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Multiple locations.

Silver: Technology Credit Union. Multiple locations. 800-553-0880.

Bronze: Star One Credit Union. Multiple locations. 408-543-5202.

East Bay

Gold: Mirador Capital Partners. Mirador manages clients’ money internally and offers fully integrated wealth management, financial planning, tax planning, philanthropic guidance and timely, personalized communication. 6700 Koll Center Parkway, #230, Pleasanton. 925-621-1000.

Silver: Liberty Group LLC. 411 30th St., second floor, Oakland. 510-658-1880.

Bronze: Presidio Group Wealth Management. 1850 Mount Diablo Blvd., #225, Walnut Creek. 925-274-9960.


Gold: Liberty Tax San Carlos. Strives to offer the flexibility of a personal tax consultant and the security of a large, established company. 108 El Camino Real, San Carlos. 650-597-6247.

Silver: New York Life. Multiple locations. 1-800-225-5695.