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Best Financial Services in Oakland

Handpicked Top 3 Financial Services in Oakland, California. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

ROBIN L PATIN

2065 Mountain Boulevard, Suite 200 Montclair Village, Oakland, CA 94611

Since 2016

EDWARD JONES - Employee Stock Options, Insurance and Intergenerational Planning, Social Security, Traditional and Roth IRA, Retirement Savings, Wealth and Retirement Income Strategies Insurance & Annuities

Focus on 401k/IRA options and annuity reviews ● Extensive experience in specialized areas that will work with your advisor to meet your needs

robin.patin@edwardjones.com

edwardjones.com/financial...

Reviews

Mon - Fri 8:30 am - 4:30 pm
Sat & Sun Closed

TBR® Inspection Report

PALISADE FINANCIAL, LLC

4801 Harbord Drive, Oakland, CA 94618

Since 2011

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

Specializes in managing assets for individuals and small businesses ● Provides to takes a holistic approach to advise ● Has a firm understanding of how the capital markets work and how best to align personal goals with financial ones

palisadefinancial.com

Reviews

Mon - Sun 9:00 am - 5:00 pm

TBR® Inspection Report

LULA FINANCIAL

317 Washington Street, Oakland, CA 94607

Since 2018

Retirement Planning, IRA/Roth IRA, 401k Management, Student Debt, IPOs, Restricted stock units, employee stock purchase plan, Stock Options, College Savings, Tax Guidance, Debt Consolidation & Life Insurance

They work with clients to strengthen their finances ● Expertise in investment strategy

benjamin@lulafinancial.com

lulafinancial.com

Reviews

Mon - Fri 9:00 am - 7:00 pm
Sat & Sun Closed

TBR® Inspection Report