Best Financial Services

These Financial Services were voted the Bay Area’s 2022 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. techcu.com.

Silver: Star One Credit Union. Multiple locations. starone.org.

Bronze: Charles Schwab. Multiple locations. schwab.com.
Peninsula

Gold: Liberty Tax San Carlos. Strives to offer the flexibility of a personal tax consultant and the security of a large, established company. bit.ly/3zhjHse.

Silver: Byrne, Seligman & Co. San Mateo. byrneseligman.com.

Bronze: New York Life. Multiple locations. newyorklife.com.

San Francisco and 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. redwoodcu.org.

Silver: San Francisco Fire Credit Union. Multiple locations. sffirecu.org.

East Bay

Gold: Liberty Group LLC. An independent investment advisor, Liberty Group offers wealth management and financial planning, as well as estate and tax planning. Oakland. libertygroupllc.com.

Silver: Presidio Group Wealth Management. Walnut Creek. presidiogroupwm.com.
 

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