Ratings sourced from Google Business Profile · Last refreshed October 2026
Financial Advisors · Oakland, CA
4.9-star rating from 16 reviews, reflecting exceptional client satisfaction in Oakland.
Listing data last updated May 11, 2026 · sourced from public Google Business Profile data
16 customer ratings on Google
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At 4.9★ from 16 ratings, Modern Financial Planning rates about even with the 4.8★ average of the 6 nearest financial advisors we track in Oakland.
Merrill Lynch Wealth Management
1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Matthews Financial & insurance Solutions
2100 Embarcadero E #105, Oakland, CA 94606, USA
Morgan Stanley Financial Advisors
1999 Harrison St Suite 2200, Oakland, CA 94612, USA
Lula Financial
66 Franklin St 3rd Floor, Oakland, CA 94607, USA
LampPost Planning
20 Knoll Ridge Way Suite 2, Oakland, CA 94619, USA
Liberty Group
411 30th St Second Floor, Oakland, CA 94609, USA