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Securing the right financial advisor can be a pivotal step toward achieving your long-term financial goals. Whether you’re planning for retirement, growing your investments, or managing your business finances, Fremont offers a strong selection of advisory firms to fit a range of needs. To help simplify your decision-making process, we’ve curated a list of 10 top-rated financial advisors in Fremont—recognized for their expertise, personalized approach, and proven results.
Encover Personal Finance LLC
Encover Personal Finance is a fee-only financial planning firm based in Fremont, CA, serving individuals, couples, entrepreneurs, business owners, and professionals. Their mission is to provide unbiased, personalized advice to help clients build, grow, and secure their financial future. They offer comprehensive financial planning tailored to each client’s unique goals and circumstances.
Phone: (510) 999-4663
Email: contact@encoverpersonalfinance.com
Address: 34291 Eucalyptus Terrace, Fremont, CA 94555
Website: encoverpersonalfinance.com
Peace of Mind Finance
Peace of Mind Finance offers a personalized and holistic approach to financial planning, aiming to help investors gain confidence in their financial decisions. They provide investment strategies tailored to individual needs and objectives, focusing on holistic planning and integrating investment and insurance solutions. Their disciplined approach includes understanding clients’ financial situations, designing investment strategies, and maintaining transparent communication.
Phone: (510) 230-2488
Email: sherry.hu@pomfinance.com
Address: 42650 Christy St, Fremont, CA 94538
Website: pomfinance.com
Morling Financial Advisors
Morling Financial Advisors is an independent registered investment advisory firm located in Fremont, CA. They specialize in tax-efficient wealth management, offering services such as financial and tax planning, investment management, and alternative investments. Their team provides personalized solutions adapted to clients’ current and future needs, focusing on creating comprehensive financial plans guided by clients’ life goals.
Phone: (844) 667-5464
Email: first@morlingfinancialadvisors.com
Address: 39355 California St #201a, Fremont, CA 94538
Website: morlingfinancialadvisors.com
Millar Financial
Beyond Financial Services, formerly known as Millar Financial, is an independent registered investment adviser and financial planning firm based in Fremont, CA. They offer a range of services including investment advisory, financial planning, catastrophic illness funding, and business transition advisory. Their approach emphasizes personalized financial solutions, aiming to simplify complex financial situations and guide clients through various life challenges.
Phone: (510) 792-9395
Email: info@beyondfinancialservices.com
Address: 39560 Stevenson Pl #111, Fremont, CA 94539
Website: beyondfinancialservices.com
FB Financial Services
FB Investment Services is a division of Fremont Bank, providing access to investment services and products for every stage of life and financial circumstance. Their offerings include brokerage, insurance, wealth transfer, and business strategies, tailored to help clients pursue their investment needs and secure their financial future. The financial consultants at FB Investment Services are registered representatives with LPL Financial, a registered investment advisor and broker-dealer.
Phone: (510) 943-1993
Email: financialservices@fremontbank.com
Address: 3909-B Decoto Rd, Fremont, CA 94555
Website: fbinvestmentservices.com
Working with a financial advisor is about more than investment returns—it’s about building a relationship grounded in trust, transparency, and personalized advice. These Fremont-based financial advisory firms bring a variety of perspectives and specialties to help you chart a course toward your financial goals. It’s a good idea to schedule an introductory meeting with any firm to better understand how their approach fits with your financial vision.
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