Charitable giving advice in Oakland, California

New York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.

Wilkinson Wealth Management is a reputable finance institution located at 300 Frank H. Ogawa Plaza in Oakland, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies and exceptional customer service, Wilkinson Wealth Management is committed to providing comprehensive financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you build and protect your wealth.

CAVU Wealth Advisors, LLC is a finance institution located at 1220 Oakland Boulevard in Walnut Creek, California. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. We offer a range of services including wealth management, retirement planning, and estate planning. At CAVU Wealth Advisors, LLC, we are committed to providing top-notch financial guidance and support to help our clients thrive and secure their financial future.

CBA Tax Services, located at 2818 Rawson Street in Oakland, California, is a reputable institution specializing in accounting and finance. With a focus on providing expert guidance and assistance, CBA Tax Services prides itself on offering a personal touch to each client, ensuring they feel at ease and well taken care of. Led by Carolyn, a member of the Certified Tax Preparer Council in California, the institution stays up-to-date on the latest tax laws and regulations to provide thorough and informative services. Clients appreciate the timeliness and responsiveness of Carolyn, making her a go-to resource for tax preparation needs. Whether in distress or simply seeking expert advice, CBA Tax Services is known for its exceptional customer service and dedication to helping clients navigate the complexities of tax preparation.