Business financial consulting in Berkeley, CA
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Berkeley Research Group
● OpenBerkeley Research Group, located at 2200 Powell Street in Emeryville, California, is a unique consulting firm that brings together a diverse group of practitioners with deep industry experience from around the world. Our team of advisors is dedicated to transforming information into actionable insights, helping our clients stay ahead of the curve. With expertise in three core business lines, our professionals collaborate across practices to leverage their collective knowledge and provide innovative solutions. Whether it's data analysis, sector-specific strategies, or big-picture thinking, BRG offers a different approach to consulting that combines intelligence with practical direction.
2200 Powell St # 1200, Emeryville, CA 94608, United States -
Capius Consulting
● OpenCapius Consulting is a leading management consulting firm located at 3132 Lewiston Avenue in Berkeley, California. Our team of experienced consultants provides strategic guidance and innovative solutions to help businesses achieve their goals and drive growth. With a focus on delivering measurable results, we work closely with our clients to develop customized strategies and implement effective processes. Whether you are looking to improve operational efficiency, enhance customer experience, or expand into new markets, Capius Consulting is here to help. Contact us today to learn more about how we can support your business success.
3132 Lewiston Ave, Berkeley, CA 94705, United States -
Merrill Lynch Financial Advisor Steven A Rocha
● ClosedMerrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.
555 California St, San Francisco, CA 94104, United States -
Abacus Financial Group LLC
● OpenAbacus Financial Group LLC is a reputable accounting and finance institution located at 1600 Shattuck Avenue in Berkeley, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
1600 Shattuck Ave., Berkeley, CA 94709, United States -
Jake Cleary - BancWest Investment Services Financial Advisor
● ClosedJake Cleary - BancWest Investment Services Financial Advisor is a leading finance institution located at 2023 Mountain Boulevard in Oakland, California, United States. As a dedicated financial advisor, Jake Cleary provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Jake Cleary - BancWest Investment Services Financial Advisor is a trusted partner for individuals and businesses seeking financial planning and wealth management services.
2023 Mountain Blvd, Oakland, CA 94611, United States -
Options Financial Learning
● ClosedOptions Financial Learning is a premier institution located in Berkeley, California, specializing in providing top-notch financial education and resources. Whether you are a beginner looking to learn the basics of finance or a seasoned investor wanting to enhance your knowledge, our expert instructors are here to help. Our store offers a wide range of courses, workshops, and materials to help you navigate the complex world of finance with confidence. Visit us at 1845 Addison Street to start your financial learning journey today.
1845 Addison St, Berkeley, CA 94703, United States -
Tax Preparation, Investment, Accounting, Financial Advising
● OpenLocated at 2820 Telegraph Avenue in Berkeley, California, Chang & Associates is a premier institution offering tax preparation, investment, accounting, and financial advising services. Our Berkeley office at 2855 Telegraph Ave., Suite 300 is conveniently situated in the East Bay region of the San Francisco Bay Area. We cater to closely-held businesses, their owners, and high net-worth individuals, providing a comprehensive range of services to support their financial needs. From traditional tax and accounting services to consultation services aimed at continuous financial improvement, we strive to meet the diverse needs of our clients. Trust Chang & Associates for all your financial needs.
2820 Telegraph Ave, Berkeley, CA 94705, United States -
Berkeley Tax Service
● ClosedBerkeley Tax Service, located at 1900 Shattuck Avenue in Berkeley, California, is a trusted institution specializing in accounting and finance services. Owned and operated by Roy French, a seasoned tax preparer with over forty years of small business experience, Berkeley Tax Service is committed to providing top-notch service to its clients. Roy is an IRS and California Registered Tax Preparer, ensuring that all tax-related matters are handled with expertise and precision. As Roy is only accepting a limited number of new clients this year, interested individuals are encouraged to email him to inquire about availability. With more availability in the month of February or on extension, Berkeley Tax Service is dedicated to assisting clients with their financial needs in a timely and efficient manner.
1900 Shattuck Ave., Berkeley, CA 94704, United States -
Accounting, Tax & Business Solutions, LLC
● ClosedAccounting, Tax & Business Solutions, LLC is a leading accounting and finance institution located at 2081 Center Street in Berkeley, California, United States. Our team of experienced professionals is dedicated to providing top-notch accounting, tax, and business solutions to individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, we are here to assist you every step of the way. Trust Accounting, Tax & Business Solutions, LLC to help you navigate the complexities of the financial world and achieve your goals.
2081 Center St, Berkeley, CA 94704, United States -
Abacus Bookkeeping And Tax Service of Berkeley
● ClosedAbacus Bookkeeping and Tax Service of Berkeley is a reputable institution located at 1600 Shattuck Avenue in Berkeley, California. Specializing in accounting and finance services, they offer expert assistance with bookkeeping and tax preparation for individuals and businesses alike. With a dedicated team of professionals, clients can trust Abacus to provide accurate and reliable financial solutions tailored to their specific needs. Whether you need help with managing your finances or navigating complex tax laws, Abacus Bookkeeping and Tax Service is here to help you achieve financial success.
1600 Shattuck Ave., Berkeley, CA 94709, United States -
Chang & Associates Tax & Financial
● ClosedChang & Associates Tax & Financial is a comprehensive accounting, tax, and consulting firm located at 2855 Telegraph Avenue in Berkeley, California. Our experienced team serves closely-held businesses, their owners, and high net-worth individuals with a range of financial services. From traditional tax and accounting services to specialized consultation for financial growth, we are dedicated to helping our clients achieve their financial goals. Our office is conveniently located in the East Bay region of the San Francisco Bay Area, making it easily accessible for our clients.
2855 Telegraph Ave suite 300, Berkeley, CA 94705, United States -
Sallie Severns - State Farm Insurance Agent
● ClosedSallie Severns - State Farm Insurance Agent is a reputable insurance agency located at 1717 North California Boulevard in Walnut Creek, California. Owned by Sallie, a U.C. Berkeley Alumni with a technology background, our agency aims to simplify the world of financial services and insurance for our customers through education and communication. We are licensed in California and Oregon, offering a range of insurance services including Key Person, Business Surety and Fidelity Bonds, Life and Health insurance, Farm specialty products, business and personal auto insurance. Our State Farm office provides home owners insurance in various cities in Oregon, and offers Auto, Renters, Earthquake, Home Owners, Life Insurance and Personal Liability Umbrella's in both Oregon and California. You can easily reach out to us for a Car Insurance Quote, Home Insurance Quote, Life Insurance Quote, Health Insurance Quote or Business Insurance Quote in Walnut Creek, CA or Oregon through various communication channels including call, click, email, or text.
1717 N California Blvd # 2D, Walnut Creek, CA 94596, United States -
Cheasty, Cheasty & Malek
● ClosedCheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.
1604 Solano Ave, Berkeley, CA 94707, United States -
Law Office of Matthew Bruns
● ClosedThe Law Office of Matthew Bruns is a reputable institution located at 2081 Center Street in Berkeley, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch legal representation and financial advice to our clients. With a focus on integrity, reliability, and expertise, we strive to deliver personalized solutions tailored to meet the unique needs of each individual or business we serve. Contact us today to schedule a consultation and see how we can help you achieve your legal and financial goals.
2081 Center St, Berkeley, CA 94704, United States -
Gary Hernandez - State Farm Insurance Agent
● ClosedGary Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 1801 Murchison Drive in Burlingame, California. With over 40 years of experience in the insurance and financial industry, Gary Hernandez is dedicated to helping individuals and businesses protect their assets and secure their financial future. As a proud graduate of the University of California, Berkeley, Gary has a strong educational background that he utilizes to provide his customers with personalized and up-to-date advice. Gary Hernandez is a member of the NAIF and has received the National Quality Award for Life Insurance, showcasing his commitment to excellence in serving his customers. With a background in college and professional baseball, Gary brings qualities such as discipline, teamwork, and perseverance to his professional life. He is passionate about helping his customers achieve their financial goals and make informed decisions about their insurance and financial needs.
1801 Murchison Dr #202, Burlingame, CA 94010, United States -
F. E. Forbes Company, Inc.
● ClosedF. E. Forbes Company, Inc. is a finance institution located at 1795 Solano Avenue in Berkeley, California, United States. With a reputation for excellence and expertise in financial services, F. E. Forbes Company, Inc. offers a range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, the experienced professionals at F. E. Forbes Company, Inc. are dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
1795 Solano Ave, Berkeley, CA 94707, United States -
Magarian Richard D
● OpenMagarian Richard D is a finance institution located at 2231 Carleton Street in Berkeley, California, United States. With a focus on providing expert financial services to individuals and businesses, Magarian Richard D offers a range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Magarian Richard D is dedicated to helping you achieve your financial goals. Visit their office in Berkeley today to learn more about how they can help you secure your financial future.
2231 Carleton St #3224, Berkeley, CA 94704, United States -
Effective Assets
● OpenEffective Assets is a finance and insurance agency located at 1510 Walnut Street, Berkeley, California, United States. As a registered investment adviser with the Securities and Exchange Commission, we provide personalized investment advice to our clients. Our team of experts offers professional financial guidance and insurance solutions to help individuals and businesses achieve their financial goals. Please note that the information provided on our website is for informational purposes only, and individualized responses to consumers in a specific state will comply with jurisdiction requirements. Contact us today to discuss your financial needs with our experienced advisors.
1510 Walnut St suite e, Berkeley, CA 94709, United States -
AFFINITY CAPITAL ADVISORS LLC
● ClosedAffinity Capital Advisors LLC is an independent financial planning and registered investment advisory firm located at 825 Page Street in Berkeley, California. We offer a wide range of services to individual investors, families, small businesses, non-profits, and foundations. Our team believes in the importance of establishing a trusted relationship through communication in order to provide the greatest value to our clients. As a Registered Investment Adviser, we are committed to helping our clients achieve their financial goals while managing risk. Contact us today to learn more about how we can assist you in reaching your financial objectives. Please note that past performance is not indicative of future returns and investing involves risk. Advisory services are only offered where we are properly licensed or exempt from licensure.
825 Page St, Berkeley, CA 94710, United States -
David Stern CFO
● ClosedDavid Stern CFO is a reputable finance institution located at 2111 San Pablo Avenue in Berkeley, California, United States. As a leading provider of financial services, David Stern CFO offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals, they specialize in financial planning, budgeting, risk management, and investment strategies. Whether you are an individual or a business in need of financial advice, David Stern CFO is dedicated to providing personalized and reliable services to meet your specific needs.
2111 San Pablo Ave #2015, Berkeley, CA 94702, United States -
Bartle Wells Associates
● ClosedBartle Wells Associates is a reputable accounting and finance institution located at 1889 Alcatraz Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Bartle Wells Associates is the trusted partner you need.
1889 Alcatraz Ave, Berkeley, CA 94703, United States -
KNN Public Finance
● ClosedKNN Public Finance is a reputable finance institution located at 2054 University Avenue in Berkeley, California, United States. We specialize in providing expert financial services to both individuals and businesses, helping our clients achieve their financial goals and objectives. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with tax optimization, KNN Public Finance is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2054 University Ave Ste. 300, Berkeley, CA 94704, United States -
Patpatia & Associates
● ClosedPatpatia & Associates is a leading institution located at 125 University Avenue in Berkeley, California, United States. Our mission is to empower our clients to grow their businesses and enhance profitability. With our extensive market knowledge and customized research, we develop highly tailored strategies to help evolve our clients' businesses. Recently, Apollo Insurance Juggernaut Circles $105B in New Assets, showcasing our ability to deliver results for our clients. We are committed to helping you achieve your business objectives with our custom strategies and solutions.
125 University Ave Suite 202, Berkeley, CA 94710, United States -
Broderick Mary D
● OpenBroderick Mary D is a finance institution located at 1615 Martin Luther King Junior Way in Berkeley, California, United States. Specializing in financial services, Broderick Mary D offers a range of financial products and solutions to meet the needs of individuals and businesses. With a focus on personalized service and expert advice, clients can trust Broderick Mary D to help them navigate the complexities of the financial world and achieve their financial goals.
1615 Martin Luther King Jr Way #401, Berkeley, CA 94709, United States -
The Henry Levy Group
● ClosedThe Henry Levy Group, located on Solano Avenue in Berkeley, California, is a trusted institution specializing in accounting and finance services. Serving small to midsize businesses, nonprofit organizations, and individuals, we provide a wide range of services including Tax Planning and Compliance, Client Accounting Services, and Consulting Services. Our team of experts offers relevant and understandable solutions with responsive service to clients in the Bay Area and beyond. With specialized expertise in various areas, we are committed to serving our communities through pro bono work and financial support to local organizations. As a locally-owned Firm, we take pride in our dedication to providing high-quality services and making a positive impact in the communities we serve.
1726 Solano Ave, Berkeley, CA 94707, United States -
Peter Cooke, Jr
● OpenPeter Cooke, Jr. is a reputable accounting and finance institution located at 2001 Addison Street in Berkeley, California, United States. With a strong focus on providing top-notch financial services, Peter Cooke, Jr. offers expert advice and assistance to individuals and businesses in managing their finances effectively. The institution is known for its professionalism, reliability, and commitment to helping clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Peter Cooke, Jr. is dedicated to providing personalized solutions to meet your specific needs.
2001 Addison St suite 300 b, Berkeley, CA 94704, United States -
Parkside Advisors LLC
● ClosedParkside Advisors LLC is a finance institution located at 2040 Bancroft Way in Berkeley, California, United States. Specializing in providing expert financial advice and management services, Parkside Advisors LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Parkside Advisors LLC is committed to providing exceptional service and guidance every step of the way.
2040 Bancroft Way, Berkeley, CA 94704, United States -
GMO LLC
● ClosedGMO LLC is a finance institution located at 2150 Shattuck Avenue in Berkeley, California, United States. Specializing in investment management and financial services, GMO LLC offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, GMO LLC is a trusted partner for individuals and businesses looking to secure their financial future.
2150 Shattuck Ave. # 900, Berkeley, CA 94704, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned financial institution located at 1995 University Avenue in Berkeley, California, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and manage their wealth. From retirement planning to wealth management, Fidelity Investments offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced financial experts, Fidelity Investments is dedicated to helping clients achieve their financial goals and secure their financial future.
1995 University Ave Suite 120, Berkeley, CA 94704, United States -
Bank of America Private Client Advisor Jennifer N Lee
● OpenBank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States
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