Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Financial Planning Consultants

          Showing: 719 results for Financial Planning Consultants
          near Palo Alto, CA

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Joan Fuetsch, CFP

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Palo Alto, CA
          not BBB accredited
          (650) 529-2800

          467 Hamilton Ave. Ste 24,
          Palo Alto, CA 94301

          Alex Kahn/Merrill Lynch

          Financial Services, Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Menlo Park, CA
          not BBB accredited
          (650) 473-7931

          333 Middlefield Rd,
          Menlo Park, CA 94025-3552

          Kohlberg Kravis Roberts & Co.

          Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Menlo Park, CA
          not BBB accredited
          (650) 233-6560

          2800 Sand Hill Rd Ste 200,
          Menlo Park, CA 94025-7080

          Acero Capital

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Menlo Park, CA
          not BBB accredited
          (650) 233-7100

          2440 Sand Hill Rd # 101,
          Menlo Park, CA 94025

          Nightingale Financial Advisory

          Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Santa Clara County, CA
          not BBB accredited
          (650) 843-0760

          2225 E Bayshore Rd #200,
          Palo Alto, CA 94303-3220

          Maya Advisors, Inc

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (650) 704-3074

          2225 E Bayshore Rd Ste 200,
          Palo Alto, CA 94303-3220

          Robert Half Corporation

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited

          2884 Sand Hill Rd Ste 200,
          Menlo Park, CA 94025

          Lyford Developments LLC

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Atherton, CA
          not BBB accredited
          (650) 257-3123

          93 Serrano Dr,
          Atherton, CA 94027

          The Portola Group, Inc.

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Menlo Park, CA
          not BBB accredited
          (650) 854-7550

          3000 Sand Hill Rd Ste 2-145,
          Menlo Park, CA 94025-7142

          CFP Fund I, LLC

          Financial Planning Consultants

          BBB Rating: F
          not BBB accredited

          757 Linden Ave,
          Los Altos, CA 94022-1630

          Pollack Financial Group

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Portola Valley, CA
          not BBB accredited
          (650) 529-0500

          150 Portola Rd,
          Portola Valley, CA 94028

          Pon & Associates

          Public Speakers, Financial Planning Consultants, CPA ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Contra Costa County, CA
          • Marin County, CA
          • Napa County, CA
          • San Francisco County, CA
          • San Mateo County, CA
          • Solano County, CA
          • Sonoma County, CA
          Accredited BusinessAccredited Business
          (650) 264-8138

          274 Redwood Shores Pkwy # 608,
          Redwood City, CA 94065-1173

          Get a Quote

          Mercer Advisors

          Financial Consultants, Financial Services, Financial Planning Consultants

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          not BBB accredited
          (888) 565-1681

          640 W California Ave STE 210,
          Sunnyvale, CA 94086-3624

          First California Financial Managment Group

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (408) 733-0245

          505 W Olive Ave #100,
          Sunnyvale, CA 94086

          Asset Management Advisors Inc

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Redwood City, CA
          not BBB accredited
          (650) 632-4400

          303 Twin Dolphin Dr,
          Redwood City, CA 94065

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.