Financial Planners in Hayward, CA — 5 Firms (2026)
5 financial planners in Hayward, California meet our listing bar — a website plus a public review record. They average 2.76★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Patelco Credit Union Hayward at 4.1★ across 56 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Patelco Credit Union Hayward
★★★★★★★★★★4.1(56 Google reviews)✓ Verified on Google
Financial Planning · 24703 Amador St, Hayward, CA 94545
2.
BMO Bank N.A Branches
★★★★★★★★★★3.1(15 Google reviews)✓ Verified on Google
Financial Planning · 24299 Southland Dr, Hayward, CA 94545
Services: advisory
3.
BMO Bank N.A Branches
★★★★★★★★★★2.8(16 Google reviews)✓ Verified on Google
Financial Planning · 1058 B St, Hayward, CA 94541
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.0(32 Google reviews)✓ Verified on Google
Financial Planning · 1253 A St, Hayward, CA 94541
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★1.8(126 Google reviews)✓ Verified on Google
Financial Planning · 24700 Hesperian Blvd, Hayward, CA 94545
Services: advisory
Top financial planners in Hayward
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Patelco Credit Union Hayward | Financial Planning | 4.1 / 5 | 56 |
| 2 | BMO Bank N.A Branches | Financial Planning | 3.1 / 5 | 15 |
| 3 | BMO Bank N.A Branches | Financial Planning | 2.8 / 5 | 16 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.0 / 5 | 32 |
| 5 | Bank of America Financial Center | Financial Planning | 1.8 / 5 | 126 |
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.