Best Financial Services

These Financial Services are the winners of the 2024 Best of Bay Area Parent reader poll. Read the full list of winners here.

East Bay

Gold: Lula Financial. With the motto “financial planning for people who hate financial planning,” it offers help with retirement planning, budgeting, college savings, tax guidance and more. lulafinancial.com.

Silver: BayBridge Capital Group, LLC. Pleasanton. baybridgecg.com.

San Francisco/Marin

Gold: San Francisco Federal Credit Union. Starting with a humble beginning in 1954 on a kitchen table on Capp Street, this multi-branch institution prides itself on dedicating time and resources to improving communities. Multiple locations. sanfranciscofcu.com.

Silver: Redwood Credit Union. Multiple locations. redwoodcu.org.

Bronze: Provident Credit Union. Multiple locations. providentcu.org

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