Same Day · San Leandro
Same-Day Financial Advisors in San Leandro, CA
Can't wait a week? These financial advisors in San Leandro offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 13 financial advisors in San Leandro, CA by verified customer ratings and review volume. The highest-rated is California Check Cashing Stores with a 4.9-star rating from 1,258 verified reviews. Also in the top tier: OneMain Financial and Primerica. The average rating across all listed financial advisors in San Leandro is 4.3 stars from 121 reviews per business on average.
Financial advisors in San Leandro typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
13
Businesses listed
4.3★
Avg rating
121
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
California Check Cashing Stores
15251-A E 14th St, San Leandro, CA 94578, USA
OneMain Financial
2153 Doolittle Dr, San Leandro, CA 94577, USA
Primerica
10922 Bigge St, San Leandro, CA 94577, USA
Financial Advisors Rankings in San Leandro, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | California Check Cashing Stores15251-A E 14th St, San Leandro, CA 94578, USA | 4.9★ | 1,258 |
| #2 | OneMain Financial2153 Doolittle Dr, San Leandro, CA 94577, USA | 4.8★ | 37 |
| #3 | Primerica10922 Bigge St, San Leandro, CA 94577, USA | 4.5★ | 16 |
| #4 | Grodin Financial Services14515 Catalina St, San Leandro, CA 94577, USA | 4.0★ | 2 |
| #5 | Merrill Investment & Retirement Financial Center1400 E 14th St, San Leandro, CA 94577, USA | 1.5★ | 2 |
| #6 | Abundance Advisers15200 Hesperian Blvd #202, San Leandro, CA 94578, USA | — | — |
| #7 | Eg's Fin Tax Services On Wheels23 Chumalia St, San Leandro, CA 94577, USA | 5.0★ | 3 |
| #8 | Charles Truong - Wealth Financial Advisor15075 Farnsworth St, San Leandro, CA 94579, USA | — | — |
| #9 | Thrivent Financial-Lutherans433 Callan Ave # 201, San Leandro, CA 94577, USA | 4.4★ | 7 |
| #10 | Primerica Financial Services - Romy Thompson14772 Wicks Blvd, San Leandro, CA 94577, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Leandro
Grodin Financial Services
14515 Catalina St, San Leandro, CA 94577, USA
Merrill Investment & Retirement Financial Center
1400 E 14th St, San Leandro, CA 94577, USA
Abundance Advisers
15200 Hesperian Blvd #202, San Leandro, CA 94578, USA
Eg's Fin Tax Services On Wheels
23 Chumalia St, San Leandro, CA 94577, USA
Charles Truong - Wealth Financial Advisor
15075 Farnsworth St, San Leandro, CA 94579, USA
Thrivent Financial-Lutherans
433 Callan Ave # 201, San Leandro, CA 94577, USA
Primerica Financial Services - Romy Thompson
14772 Wicks Blvd, San Leandro, CA 94577, USA
Rubicon Financial Partners
1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502, USA
Edward Jones - Financial Advisor: Dominic J McKenna, AAMS®
887 Island Dr Suite E, Alameda, CA 94502, USA
Wells Fargo Advisors
1298 E 14th St, San Leandro, CA 94577, USA
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Frequently Asked Questions — Financial Advisors in San Leandro
What is a fiduciary financial advisor and why does it matter in San Leandro?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in San Leandro, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in San Leandro?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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