Financial Planners in Fremont, CA — 9 Firms (2026)
9 financial planners in Fremont, California meet our listing bar — a website plus a public review record. They average 3.03★ across 9 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Encover Personal Finance LLC at 5.0★ across 5 Google reviews.
Showing 9 of 9 · sorted by Google rating
1.
Encover Personal Finance LLC
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 34291 Eucalyptus Terrace, Fremont, CA 94555
2.
Bank of America Financial Center
★★★★★★★★★★4.5(60 Google reviews)✓ Verified on Google
Financial Planning · 40714 Grimmer Blvd, Fremont, CA 94538
Services: advisory
3.
TD Ameritrade
★★★★★★★★★★3.2(9 Google reviews)✓ Verified on Google
Financial Planning · 3161 Stevenson Blvd, Fremont, CA 94538
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★3.0(20 Google reviews)✓ Verified on Google
Financial Planning · 43591 Mission Blvd, Fremont, CA 94539
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★2.9(23 Google reviews)✓ Verified on Google
Financial Planning · 5120 Mowry Ave, Fremont, CA 94538
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.4(180 Google reviews)✓ Verified on Google
Financial Planning · 39300 Fremont Blvd, Fremont, CA 94538
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.4(83 Google reviews)✓ Verified on Google
Financial Planning · 46786 Mission Blvd, Fremont, CA 94539
Services: advisory
8.
Bank of America ATM
★★★★★★★★★★2.4(7 Google reviews)✓ Verified on Google
Financial Planning · 5328 Curie St, Fremont, CA 94538
Services: advisory
9.
BMO Bank N.A Branches
★★★★★★★★★★1.5(8 Google reviews)✓ Verified on Google
Financial Planning · 46691 Mission Blvd, Fremont, CA 94539
Services: advisory
Top financial planners in Fremont
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Encover Personal Finance LLC | Financial Planning | 5.0 / 5 | 5 |
| 2 | Bank of America Financial Center | Financial Planning | 4.5 / 5 | 60 |
| 3 | TD Ameritrade | Financial Planning | 3.2 / 5 | 9 |
| 4 | Bank of America Financial Center | Financial Planning | 3.0 / 5 | 20 |
| 5 | BMO Bank N.A Branches | Financial Planning | 2.9 / 5 | 23 |
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.