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Financial Advisors in San Leandro, CA

How to choose a financial advisor in San Leandro

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Francisco Reyes

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

San Leandro, CA

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Jorge Mora

Financial Advisor

Farmers Financial Solutions, Llc

San Leandro, CA

ProfileNo contact yet

Eric Gross

Financial Advisor

MML INVESTORS SERVICES, LLC

San Leandro, CA

ProfileNo contact yet

Gerald Garcia

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

San Leandro, CA

ProfileNo contact yet

Atul Agarwal

Financial Advisor

Allstate Financial Services, Llc

San Leandro, CA

ProfileNo contact yet

Isidro Orta

Financial Advisor

J.P. Morgan Securities Llc

San Leandro, CA

ProfileNo contact yet

Aaron Baker

Financial Advisor

BAKER & ASSOCIATES REGISTERED INVESTMENT ADVISORS, LLC

San Leandro, CA

ProfileNo contact yet
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