The Best Financial Services in Oakland

Handpicked Top 3 Financial Services in Oakland, California. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


490 Grand Avenue, Suite 100, Oakland, CA 94610

Since 1922

EDWARD JONES - Financial Planning, Estate Planning, Wealth Management, 401K Planning, Social Security, Traditional IRA, Roth IRA, Saving Planning, Risk Management, Life Insurance, 529 College Savings Planning, Portfolio Management, Stocks, Bond, Mutual Funds, Education Planning, Disability Insurance, Tax Planning, Annuities & Investment Planning

Specializes in Retirement Planning - Offers Two Credit Card Solutions to Help with your Everyday Spending Needs - Savings Calculator are Available

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed


4801 Harbord Drive, Oakland, CA 94618

Since 2011

Financial Planning, Investment Planning, Savings Planning, Retirement Planning, 401K Planning, Individual Retirement Accounts, Mutual Funds, Assest Management, Bonds, Stocks, Annuities & Insurance

Provides Holistic Approach to Advice - They Believe to Build an Effective Plan for the Future - They Believe to Build an Effective Plan for the Future

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed


5438 Shafter Avenue, Oakland, CA 94618

Since 2014

Retirement Planning, Budgeting, Education Funding, Debt Management, Goal Planning, Investment Planning, Asset Allocation, Savings Planning, Income Planning, Portfolio Management, Cash Flow Management, Insurance, Employee Benefits, Risk Management, Real Estate Investments, Estate Planning, Home Ownership & Tax Planning

They work with Individuals, Families, and Small Businesses to Help Grow your Plan the Life - Affords Initial Meeting to Understand Your Questions, Goals & Challenges

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

We retained Cheryl Vesely for help in our retirement planning. She is honest, thorough, extremely knowledgeable and fun to work with. She also communicated clearly, answered all of our questions and provided invaluable advice.
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