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.
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BB
BMO Bank N.A Branches✓ Verified
Financial PlanningDublin, CA
Financial Planning in Dublin, California offering advisory. Rated 3.8★ across 13 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningDublin, CA
Financial Planning in Dublin, California offering financial planning. Rated 3.0★ across 25 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningDublin, CA
Financial Planning in Dublin, California offering financial planning, and advisory. Rated 2.7★ across 56 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningDublin, CA
Financial Planning in Dublin, California offering financial planning, and advisory. Rated 2.6★ across 66 Google reviews.
NB
Financial PlanningDublin, CA
Financial Planning in Dublin, California offering financial planning. Rated 2.6★ across 8 Google reviews.
Top financial planners in Dublin
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.8 | 13 |
| 2 | Fidelity Investments✓ | Financial Planning | ★ 3.0 | 25 |
| 3 | Bank of America Financial Center✓ | Financial Planning | ★ 2.7 | 56 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.6 | 66 |
| 5 | National Budget Planners | Financial Planning | ★ 2.6 | 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.