All Categories

Finance & Legal

Professional Finance & Legal services throughout the Bay Area. Every business is hand-picked and verified for quality.

Customer Favorites

Top-rated by customers in this category

Chris Brooke
Morgan Hill, CA

Client-first insurance solutions tailored for personal and commercial needs

View Profile
Ivan Jue
San Jose, CA

Empowering clients with clear financial literacy for secure retirements and legacies

View Profile
Mike Malik
San Francisco, CA

Customized wealth management and financial planning for high net worth tech families

View Profile

164 Featured Businesses

Each carefully vetted for quality and reliability

Chris Brooke
Morgan Hill, CA

Client-first insurance solutions tailored for personal and commercial needs

View Profile
Ivan Jue
San Jose, CA

Empowering clients with clear financial literacy for secure retirements and legacies

View Profile
Zachary Griffin
New American Funding

Residential Mortgage Loan Originator

4
Zachary Griffin
Oakland, CA

Making mortgage loans worry-free with 38 years of trusted expertise

View Profile
Mike Malik
San Francisco, CA

Customized wealth management and financial planning for high net worth tech families

View Profile
Ginger Chien
San Francisco, CA

Empowering smart financial decisions with data-driven insights and independent analysis

View Profile
Dida Goudreau
Horizon M&A Advisors

Business Broker, Exit Planning Advisor

2
Dida Goudreau
San Francisco Bay Area, CA

Guiding business owners through successful company sales and retirement exits

View Profile
2
Jeffrey S. Lind
San Jose, CA

Personalized estate planning and probate guidance with a trusted attorney's touch

View Profile
Donna Berkins
Alameda, CA

Reliable bookkeeping that makes financial clarity approachable and stress-free

View Profile
ROSE PONCE
RP Accountancy

Certified Public Accountant

1
ROSE PONCE
San Jose, CA

Bringing calm and clarity to business, individual, and nonprofit tax returns nationwide

View Profile
Gianna Aiello
New York Life

Financial Adviser

1
Gianna Aiello
San Jose, CA

Creative life insurance solutions for business growth and estate planning

View Profile
Alpha Innovation Partners

Financial Advisor

1
Oscar Quintero
San Francisco, CA

Helping clients slash taxes and secure financial futures with smart planning

View Profile
Saad Akhtar
Nuage Digital

Operations Lead

1
Saad Akhtar
Campbell, CA

Seamlessly integrating bookkeeping and payroll for stress-free financial management

View Profile
ART SANCHEZ
Stockton, CA

Fast, reliable insurance solutions with specialized construction coverage

View Profile
Paul Stella
New Vintage Mortgage

Mortgage Broker

1
Paul Stella
San Ramon, CA

Guiding Californians to smart home financing with transparency and care

View Profile
Maria Meza Alejandre
Law Offices of Jeffrey S. Lind

Assistant & Translator (Español)

1
Maria Meza Alejandre
San Jose, CA

Making estate planning clear, accessible, and bilingual for California families

View Profile
Kathy Derangi
Guarantee Mortgage

Mortgage Advisor

1
Kathy Derangi
San Francisco, CA

Personalized mortgage solutions with expert guidance across California and beyond

View Profile
Sal Guardino
C2 Financial

Mortgage Loan Officer

1
Sal Guardino
Milpitas, CA

Comprehensive mortgage solutions with expert financial planning guidance

View Profile
Austin Trevino
San Jose, CA

Relationship-driven business banking and tailored commercial lending solutions

View Profile
Trey Seals
San Francisco, CA

Coordinating your entire financial ecosystem with a family office approach

View Profile
Ken Wong
Sunnyvale, CA

Trusted CFO & bookkeeping partner delivering ongoing financial clarity and growth

View Profile
Shruti Raja
Campbell, CA

Strategic tax planning that keeps more money in clients' pockets year-round

View Profile
Din Leib
New Jersey, US

Building lasting funding partnerships tailored to your business growth

View Profile
Luis M. Zambrana
San Leandro, CA

Trusted Bay Area commercial insurance broker embedded in the local business community

View Profile
Poni insurance agency

Insurance Agent

Sofia Poni
Moraga, CA

Protecting your assets with clear, comprehensive insurance solutions

View Profile

Provide Exceptional Finance & Legal Services?

We're selectively featuring top-rated businesses on Bruce.bot. Apply to join our curated collection and connect with quality-focused customers.

Register Your Business