3 Best Financial Services in Fremont, CA

Expert-recommended Top 3 Financial Services in Fremont, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

8+ YEARS IN TBR
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CHARLES SCHWAB & CO., INC

3161 Stevenson Boulevard,
Fremont, CA 94538 Directions

Since 1999

Specialty:

Financial Advising and Retirement Planning Wealth Management Individual Retirement Account Exchange-traded Fund Annuities Investment Advice International Stocks Mutual Funds Stocks Bonds Trust Estate and Charitable Giving Fixed Income Products Life Disability Long-term Care Insurance Portfolio Management

"Charles Schwab & Co., Inc investors have access to a broad range of investment products, ensuring they have the right options to create a diversified portfolio and achieve their financial goals. Their extensive selection of investment products gives you the right choices to create a diversified portfolio and reach your goals. They design their products and services to bring down costs, giving investors more money to invest. They clearly explain their fees and help you know the typical costs you can incur. They provide personalized help from an experienced team. Charles Schwab Fremont firm offers complimentary workshops. As members of your local community, they welcome you and are committed to giving you transparent, straightforward answers to your questions.

2026 Highlights: Charles Schwab & Co., Inc was named as Best Investing Platform in U.S. News for 4 years in a row from 2022 to 2026."

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License CRD #5393

Price:

Schwab Wealth Advisory Starts At 0.80%
For Account Minimums $500,000
Schwab Managed Portfolios Starts At 0.90%
For Account Minimums $25,000

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9+ YEARS IN TBR
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EUNICE H SCHOLTEN

EDWARD JONES
39849 Paseo Padre Parkway,
Fremont, CA 94538 Directions

Since 2006

Specialty:

Financial Planning Investment Management Risk Management Social Security Portfolio Management College Planning Stock Bond 529 College Savings Planning Life Insurance Traditional IRA Retirement Savings Strategies 401(k) Planning Estate Education Legacy and Insurance Planning Mutual Funds Income Planning

"Eunice H Scholten is a financial advisor at Edward Jones. She earned her Master of Business Admin from the University of South Dakota. She is dedicated to helping her clients prepare for retirement, save for education, and become tax-smart investors. She can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. Edward Jones works with their clients to limit risk and help them achieve their goals. They can help you develop a complete, tailored strategy to help you achieve your financial goals. Whether you're planning for retirement, saving for college for children, or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can develop specific strategies to help you achieve your goals. Contact them to request an appointment.

2026 Highlights: Eunice H Scholten holds CERTIFIED FINANCIAL PLANNER® (CFP) and Accredited Asset Management Specialist™ (AAMS) certifications."

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License CRD #3267831

Contact:

(510) 770-1617

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

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Encover Personal Finance LLC  - Fremont, CA Financial Services - Portrait
Encover Personal Finance LLC  - Fremont, CA Financial Services - Company Logo
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ENCOVER PERSONAL FINANCE LLC

34291 Eucalyptus Terrace,
Fremont, CA 94555 Directions

Since 2018

Specialty:

Retirement Savings Tax Analysis and Planning Insurance Risk Assessment Investments Estate Planning Special Needs Planning Education Planning

Encover Personal Finance LLC is a "fee-only" financial planning firm mission is to provide a plan to build, grow, and secure your financial future by understanding your priorities and goals. Sridhar Krishnan's passion towards financial planning ultimately resulted in pursuing formal education in Financial Planning, subsequently completing the rigorous requirements to be a CERTIFIED FINANCIAL PLANNER™ Professional. He is a registered member of NAPFA (National Association of Personal Financial Advisors), XYPN (Gen-X, Gen-Y Planning Network), FPA (Financial Planning Association), and Academy of Special Needs Planners. He believes in serving clients honestly and transparently, in a conflict-free manner.

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License #201727010141

Contact:

(510) 999-4663

Mon-Fri: 10am - 6pm
Sat & Sun: 9am - 2pm

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