Financial Planners in Dublin, CA — 5 Firms (2026)
5 financial planners in Dublin, California meet our listing bar — a website plus a public review record. They average 2.94★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is BMO Bank N.A Branches at 3.8★ across 13 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
BMO Bank N.A Branches
★★★★★★★★★★3.8(13 Google reviews)✓ Verified on Google
Financial Planning · 7533 Dublin Blvd, Dublin, CA 94568
Services: advisory
2.
Fidelity Investments
★★★★★★★★★★3.0(25 Google reviews)✓ Verified on Google
Financial Planning · 4500-A Tassajara Rd, Dublin, CA 94568
3.
Bank of America Financial Center
★★★★★★★★★★2.7(56 Google reviews)✓ Verified on Google
Financial Planning · 7496 Dublin Blvd, Dublin, CA 94568
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(66 Google reviews)✓ Verified on Google
Financial Planning · 4250 Dublin Blvd, Dublin, CA 94568
Services: advisory
5.
National Budget Planners
★★★★★★★★★★2.6(8 Google reviews)
Financial Planning · 4101 Dublin Blvd, Dublin, CA 94568
Top financial planners in Dublin
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | BMO Bank N.A Branches | Financial Planning | 3.8 / 5 | 13 |
| 2 | Fidelity Investments | Financial Planning | 3.0 / 5 | 25 |
| 3 | Bank of America Financial Center | Financial Planning | 2.7 / 5 | 56 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.6 / 5 | 66 |
| 5 | National Budget Planners | Financial Planning | 2.6 / 5 | 8 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.