Community financial institution in Pleasanton, California

Merrill Lynch Financial Advisor Phillip S Hohn is a finance institution located at 4900 Hopyard Road, Pleasanton, California, United States. With a focus on managing your wealth and understanding your full financial picture, Phillip Hohn can help create a flexible strategy tailored to your unique goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he offers personalized wealth management strategies to help you pursue your financial objectives. Phillip Hohn follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As your financial advisor, Phillip Hohn prioritizes what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. By understanding your investment preferences and goals through the Investment Personality Assessment, he can customize a financial approach to align with your values.

Merrill Lynch Financial Advisor Yash Talreja, located at 4900 Hopyard Road, Pleasanton, California, is a finance institution dedicated to managing your wealth with a personalized approach. Yash Talreja and his team focus on understanding your financial goals and priorities, creating a flexible strategy to navigate changing market conditions. They offer access to the investment insights of Merrill and the banking solutions of Bank of America, tailored to help you pursue your financial aspirations. With a commitment to community involvement, Yash Talreja volunteers with local organizations, reflecting the deep-seated Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, Yash can develop a personalized plan centered on your goals. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Peter T. Torchia is a finance institution located at 4900 Hopyard Road, Pleasanton, California, United States. With over 45 years of experience, Peter Torchia provides personalized financial planning services to help clients pursue their desired retirement lifestyle and ensure their assets last through their lifetime and beyond. He takes a dynamic, hands-on approach to investments, favoring well-managed companies and utilizing research from various sources to build client portfolios that balance risk. Peter values face-to-face interaction and timely communication with clients, offering monthly market updates and encouraging clients to reach out with any questions. Additionally, he works closely with clients' CPAs to minimize tax consequences and align strategies. Peter graduated with degrees in Mathematics and Economics from the University of Pittsburgh and has been a resident of California for many years. Committed to giving back, Peter is involved in various organizations that support fallen soldiers, police officers, and needy families. With a focus on building strong client relationships based on trust and personalized service, Peter and his team at Merrill Lynch Wealth Management work to understand clients' goals and priorities, helping them manage, grow, and preserve their wealth for the future. Through conversations and assessments, Peter helps clients identify and prioritize their financial goals, providing tailored solutions to help them pursue what matters most. By staying informed about clients' changing life circumstances and financial needs, Peter ensures their financial approach evolves to align with their evolving goals.

Fremont Bank is a reputable financial institution located at 6654 Koll Center Parkway in Pleasanton, California, United States. As a full-service bank, Fremont Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you need to deposit funds, withdraw cash from the ATM, apply for a loan, or seek financial advice, Fremont Bank is dedicated to providing exceptional customer service and personalized solutions. With a commitment to integrity and excellence, Fremont Bank is a trusted partner for all your financial needs.

Ritchie Dennis is a leading health institution located at 231 Old Bernal Avenue in Pleasanton, California, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care to patients in the Pleasanton community and beyond. With a focus on patient-centered care and cutting-edge medical technology, Ritchie Dennis offers a wide range of services to meet the diverse healthcare needs of our patients. Whether you are seeking routine medical care, specialized treatment, or preventative services, you can trust Ritchie Dennis to provide compassionate and comprehensive care. Visit us today and experience the difference that our commitment to excellence in healthcare can make in your life.

Merrill Lynch Wealth Management, located at 4900 Hopyard Road in Pleasanton, California, is a finance institution that offers a wide range of wealth management services. Our team of experienced advisors collaborates to provide personalized investing insights, wealth planning strategies, and retirement income planning. We go beyond traditional investments to offer guidance on concentrated stock positions and estate planning services through Bank of America. Our branch is committed to exceptional client service and giving back to the community through volunteerism and charitable outreach. As a Merrill client, you will have access to industry-skilled advisors who will work with you to develop a personalized wealth management approach for the future. Whether you are a seasoned financial advisor or looking to start a career in finance, Merrill Lynch provides professional training, mentoring, and technology to support your growth. We prioritize understanding your unique financial goals and providing individually customized investment approaches to help you pursue the life you desire. Please consult with your legal and tax advisors before making any financial decisions.

Essential Business Concepts is a leading institution specializing in accounting and finance services, located at 350 Main Street in Pleasanton, California, United States. Our team of experts is dedicated to providing top-notch financial solutions to businesses of all sizes. With a strong reputation for excellence, we strive to help our clients achieve their financial goals and drive success in their operations. You can find us on Yelp! If you were satisfied with our services, please don't keep us a secret. Help us continue to grow our brand and preserve our reputation as a leader in our community by giving us a review.

De Pretis CPAs is a financial institution located at 5000 Hopyard Road in Pleasanton, California, United States. Specializing in accounting and finance, we understand the complexities of running a business and offer a variety of solutions to empower individuals to succeed. Our team of highly qualified CPAs has helped countless business owners interpret complex financial data, providing them with the clarity needed to make informed decisions. Whether you are looking for accounting solutions to take the guesswork out of running your business, tax solutions to minimize liability, or advising solutions for various stages of business growth, we are here to help. Our goal is to help business owners navigate the challenges of entrepreneurship with confidence and peace of mind.

ACG - Certified Public Accountants is a leading institution in the field of accounting and finance, located at 5020 Franklin Drive, Pleasanton, California, United States. Our focus is on securing organizations through a practical approach to vulnerability management, auditing small capital projects, and staying up-to-date on U.S. labor trends. We offer solutions to manage cybersecurity and data governance risks, as well as services to move your strategy forward in areas such as IRA, ESG, and cybersecurity. As an independent member of Baker Tilly International, we are dedicated to providing exceptional client service, regional expertise, and community impact. Join our diverse and dynamic team as we work together to guide our clients towards success.

The University of the Pacific, located at 4234 Hacienda Drive in Pleasanton, California, is a prestigious university offering a wide range of academic programs and opportunities for students. With a strong focus on innovation and excellence in education, the University of the Pacific is dedicated to providing a supportive and enriching learning environment for students from all backgrounds. Whether you are interested in pursuing a degree in business, healthcare, arts, or any other field, the University of the Pacific is committed to helping you achieve your academic and career goals. Come and experience the vibrant campus community and world-class faculty at the University of the Pacific.

P2P College Prep is a prestigious university located at 400 Old Bernal Avenue in Pleasanton, California, United States. Our institution is dedicated to providing students with the resources and support they need to excel in their academic pursuits and prepare for success in higher education. With a focus on personalized learning, innovative teaching methods, and a strong sense of community, P2P College Prep is committed to helping students achieve their goals and reach their full potential. Join us and embark on a journey towards a bright and successful future.

Ernst & Young (EY) is a global institution specializing in accounting and finance, located at 4301 Hacienda Drive in Pleasanton, California, United States. They offer a wide range of services including assurance, consulting, strategy and transactions, and tax services. EY is committed to building trust and confidence in the capital markets and economies worldwide. They focus on developing outstanding leaders who work together to deliver quality services to their stakeholders. EY also offers insights on topics such as technology, sustainability, and COVID-19 impact. The institution features experts like Samta Kapoor, Mitch Berlin, Bruno Sarda, Mary de Wysocki, and Tom Edwards who provide valuable insights on various topics. EY aims to create a better working world for their people, clients, and communities. Visit their website at ey.com for more information and resources. Please note that the information provided here is for general informational purposes only and should not be considered as professional advice.