Top Three Rated

Best Financial services in FREMONT

3 trusted local Financial Services in Fremont, California

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Charles Schwab & Co, Inc.

3161 Stevenson Blvd, Fremont, CA
Pincode: 94538
4.8 (10 reviews) Since 1971
Specialties
Accounts Brokerage And Trading Retirement Accounts (IRAs) Education And Custodial Personal Choice Retirement Small Business Accounts By Financial Goal Trading Schwab Trading Powered By Ameritrade™ Thinkorswim® Trading Platforms Platforms Overview Education Support Order Execution Research Investment Products Mutual Funds ETFs Stocks Options Futures Bonds CDs & Fixed Income Money Market Funds Cash Solutions & Rates Annuities Cryptocurrency More Investment Products Banking & Borrowing Bank Offerings Checking Savings Home Loans & Rates Pledged Asset Line Credit Cards Featured Offerings Schwab Investing Themes™ Schwab Starter Kit™ Schwab Personalized Indexing™ Generating Retirement Income Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments Fractional Shares
About Business

Charles Schwab & Co, Inc. is a financial services company founded by Charles R. Schwab in 1971. The company has grown from its original brokerage roots into a major financial institution with a broad...

Charles Schwab & Co, Inc. is a financial services company founded by Charles R. Schwab in 1971. The company has grown from its original brokerage roots into a major financial institution with a broad presence and a strong emphasis on making investing more accessible. The company’s identity is built around innovation, accessibility, transparency, and putting investors at the center of its approach. Schwab continues to emphasize simplifying complex financial decisions and helping people pursue their individual financial goals.

Contact Information
(510) 445-3600
(800) 435-4000
https://www.schwab.com/branches/fremont
Working Hours
Open Mon - Fri 8:30 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
Came to deposit a check. It was a super quick and easy. The staff was professional and friendly. Parking is easy. Highly satisfied.
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Edward Jones : Eunice H Scholten

39849 Paseo Padre Pkwy, Fremont, CA
Pincode: 94538
5.0 (1 reviews) Since 2006
Specialties
Account Options Retirement Accounts Brokerage Account Options 529 Plans Banking And Lending Investment Products Stock Selection Bonds CDs And Other Fixed-Income Investments Mutual Funds Exchange-Traded Funds Unit Investment Trusts Donor Advised Funds Wealth Strategies Trust Company Edward Jones Ventures Insurance And Annuities Solutions For Business Owners
About Business

Eunice H. Scholten is a financial advisor affiliated with Edward Jones. She holds CFP® and AAMS® certifications and has developed her professional identity around personalized client relationships and...

Eunice H. Scholten is a financial advisor affiliated with Edward Jones. She holds CFP® and AAMS® certifications and has developed her professional identity around personalized client relationships and helping individuals make informed decisions about their financial futures. Eunice Scholten has an established professional background and holds an MBA, reflecting a combination of academic preparation and financial industry experience. Her professional profile emphasizes understanding individual circumstances and maintaining long-term relationships with clients.

Contact Information
(510) 770-1617
eunice.scholten@edwardjones.com
https://www.edwardjones.com/us-en/financial-advisor/eunice-scholten
Working Hours
Open Mon - Fri 9:00 am - 4:00 pm
Closed Sat & Sun Closed
Customer Review
They can help you develop a complete, tailored strategy to help you achieve your financial goals. Highly Recommend.
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Encover Personal Finance LLC

34291 Eucalyptus Terrace, Fremont, CA
Pincode: 94555
5.0 (5 reviews) Since 2018
Specialties
Employer Benefits Budgeting And Cash Flow Management Debt Management College Savings Insurance Needs Tax Planning And Strategy Home Purchase Home Refinance Home Upgrades Relocation Planning Investment Management Asset Allocation Portfolio Rebalancing Tax-Loss Harvesting Stock Concentration Management Retirement Planning IRA Planning Roth Conversion Planning Business Ownership Planning Self-Employment Retirement Savings Investment Property Assessment Special Needs Planning Charitable Gifting Estate And Legacy Planning Financial Planning Tax Analysis And Planning P&C Insurance Analysis One-Time Financial Planning Ongoing Engagement Project-Based Consulting
About Business

Encover Personal Finance LLC is a "fee-only" financial planning firm based in Fremont, CA serving the Bay Area. Their philosophy is to present you with unbiased and well-researched advice so that you...

Encover Personal Finance LLC is a "fee-only" financial planning firm based in Fremont, CA serving the Bay Area. Their philosophy is to present you with unbiased and well-researched advice so that you can make the best decisions in every phase of your life. Their mission is to provide a plan to build, grow, and secure your financial future by understanding your priorities and goals. While they value a long-term relationship with you, they are happy to address any immediate financial decisions confounding you.

Contact Information
(510) 999-4663
contact@encoverpersonalfinance.com
https://www.encoverpersonalfinance.com/about
Working Hours
Open Mon - Fri 10:00 am - 6:00 pm Sat & Sun 9:00 am - 2:00 pm
Customer Review
We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.
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