Best Financial Services

Best Financial Services

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.

Silver: Charles Schwab. Multiple locations.

Bronze: BetterWealth. San Jose.


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.

Silver: Edward Jones. Multiple locations.

Bronze: New York Life. Multiple locations.

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.

Silver: San Francisco Federal Credit Union. San Francisco.

Bronze: San Francisco Fire Credit Union. Multiple locations.

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.

Silver: Presidio Group Wealth Management. Walnut Creek.

Bronze: Jennifer Kwock-Lau, Ameriprise Financial. Walnut Creek.


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