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.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Leandro, CA
Financial Planning in San Leandro, California offering advisory. Rated 4.1★ across 14 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Leandro, CA
Financial Planning in San Leandro, California offering advisory. Rated 3.0★ across 33 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Leandro, CA
Financial Planning in San Leandro, California offering financial planning, and advisory. Rated 1.9★ across 126 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Leandro, CA
Financial Planning in San Leandro, California offering financial planning, and advisory. Rated 1.9★ across 75 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Leandro, CA
Financial Planning in San Leandro, California offering financial planning, and advisory. Rated 1.8★ across 70 Google reviews.
Top financial planners in San Leandro
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | BMO Bank N.A Branches✓ | Financial Planning | ★ 4.1 | 14 |
| 2 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.0 | 33 |
| 3 | Bank of America Financial Center✓ | Financial Planning | ★ 1.9 | 126 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 1.9 | 75 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 1.8 | 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.