Financial Planners in San Leandro, CA — 5 Firms (2026)
5 financial planners in San Leandro, California meet our listing bar — a website plus a public review record. They average 2.54★ across 5 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is BMO Bank N.A Branches at 4.1★ across 14 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
BMO Bank N.A Branches
★★★★★★★★★★4.1(14 Google reviews)✓ Verified on Google
Financial Planning · 15075 Farnsworth St, San Leandro, CA 94579
Services: advisory
2.
BMO Bank N.A Branches
★★★★★★★★★★3.0(33 Google reviews)✓ Verified on Google
Financial Planning · 1601 Washington Ave, San Leandro, CA 94577
Services: advisory
3.
Bank of America Financial Center
★★★★★★★★★★1.9(126 Google reviews)✓ Verified on Google
Financial Planning · 1400 E 14th St, San Leandro, CA 94577
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.9(75 Google reviews)✓ Verified on Google
Financial Planning · 1925 Marina Blvd, San Leandro, CA 94577
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★1.8(70 Google reviews)✓ Verified on Google
Financial Planning · 1200 Fairmont Dr, San Leandro, CA 94578
Services: advisory
Top financial planners in San Leandro
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | BMO Bank N.A Branches | Financial Planning | 4.1 / 5 | 14 |
| 2 | BMO Bank N.A Branches | Financial Planning | 3.0 / 5 | 33 |
| 3 | Bank of America Financial Center | Financial Planning | 1.9 / 5 | 126 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 1.9 / 5 | 75 |
| 5 | Bank of America Financial Center | Financial Planning | 1.8 / 5 | 70 |
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.