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.
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PC
Patelco Credit Union Hayward✓ Verified
Financial PlanningHayward, CA
Financial Planning in Hayward, California offering financial planning. Rated 4.1★ across 56 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningHayward, CA
Financial Planning in Hayward, California offering advisory. Rated 3.1★ across 15 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningHayward, CA
Financial Planning in Hayward, California offering advisory. Rated 2.8★ across 16 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningHayward, CA
Financial Planning in Hayward, California offering financial planning, and advisory. Rated 2.0★ across 32 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningHayward, CA
Financial Planning in Hayward, California offering financial planning, and advisory. Rated 1.8★ across 126 Google reviews.
Top financial planners in Hayward
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Patelco Credit Union Hayward✓ | Financial Planning | ★ 4.1 | 56 |
| 2 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.1 | 15 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.8 | 16 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.0 | 32 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 1.8 | 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.