These Financial Services are the winners of the 2024 Best of Bay Area Parent reader poll. Read the full list of winners here.
East Bay
Gold: Lula Financial. With the motto “financial planning for people who hate financial planning,” it offers help with retirement planning, budgeting, college savings, tax guidance and more. lulafinancial.com.
Silver: BayBridge Capital Group, LLC. Pleasanton. baybridgecg.com.
San Francisco/Marin
Gold: San Francisco Federal Credit Union. Starting with a humble beginning in 1954 on a kitchen table on Capp Street, this multi-branch institution prides itself on dedicating time and resources to improving communities. Multiple locations. sanfranciscofcu.com.
Silver: Redwood Credit Union. Multiple locations. redwoodcu.org.
Bronze: Provident Credit Union. Multiple locations. providentcu.org.