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TOP 30 Comprehensive financial services in Berkeley, CA
21 results found
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Berkeley Standard
Berkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.
Bank of America Financial Center
The Bank of America Financial Center located at 2347 Telegraph Avenue in Berkeley, California is a leading bank and financial institution serving the community with a wide range of banking services. From personal and business banking to wealth management and investment services, this branch offers a comprehensive suite of financial solutions to meet the diverse needs of its customers. With a team of experienced professionals, state-of-the-art technology, and a commitment to customer satisfaction, the Bank of America Financial Center is a trusted partner for all your financial needs.
Merrill Lynch Financial Advisor Steven A Rocha
Merrill 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.
Abacus Financial Group LLC
Abacus 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.
Tax Preparation, Investment, Accounting, Financial Advising
Located 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.
Chang & Associates Tax & Financial
Chang & 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.
Farmers Insurance - Sirak Tegbaru
Farmers Insurance - Sirak Tegbaru is an insurance agency located at 10810 San Pablo Avenue, El Cerrito, California, United States. During the COVID-19 pandemic, they are committed to providing safety and support to their clients in El Cerrito, Albany, Berkeley, Richmond, Oakland, and the surrounding East Bay Area. With eight years of experience, they offer a range of insurance services including auto, homeowners, small business, commercial, workers compensation, renters, life insurance, and financial services. As a proud member of the Farmers Topper Club, they aim to help clients customize insurance policies to fit their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, their team is dedicated to providing the assistance and results you expect. Contact them for a personalized insurance quote and learn about available discounts to help you save money. From protecting your home to securing your financial future, Farmers Insurance - Sirak Tegbaru is here to help you navigate the world of insurance with confidence.
Mike Mihrzad - State Farm Insurance Agent
Mike Mihrzad - State Farm Insurance Agent is a well-established insurance agency located at 2288 Fulton Street in Berkeley, California. Mike Mihrzad and his team are dedicated to serving the community by providing insurance solutions in California, Arizona, and Oregon. Mike, a New York native, holds a degree in Computer Science and is committed to personal and professional development. With numerous accolades and a strong commitment to customer service, Mike and his team are here to assist with all your insurance needs. Whether you need auto insurance, homeowners insurance, renters insurance, or business insurance, State Farm has you covered. They also offer life insurance options to protect your loved ones in the future. The agency is known for their community involvement and dedication to helping individuals and businesses navigate the complexities of insurance.
Grantland Bailey - State Farm Insurance Agent
Grantland Bailey - State Farm Insurance Agent is a reputable insurance agency located at 2115 MacArthur Boulevard in Oakland, California. Situated across from Bank of America and Peets Coffee in Oaklands Diamond District, our agency offers personalized advice and tailored options to protect what matters most to you. Our dedicated team, led by an exceptional State Farm Insurance Agent who was born and raised in Oakland, focuses on the Big Five for our customers: Time, Money, Freedom, Health, Wealth, and Relationships. With 22 years of State Farm Insurance experience, our agent is committed to lifelong learning to provide the best products and services for our customers in Oakland, Alameda, Berkeley, San Leandro, Hayward, and beyond. Our office is dog-friendly, wheelchair accessible, and offers appointments at our office, your home, or virtually. We provide comprehensive insurance for cars, homes, renters, condos, and businesses, emphasizing the importance of life insurance to protect your loved ones. Community involvement is a priority for us, as we volunteer in local schools and engage with Chambers of Commerce to help our community thrive.
Health & Integrative Insurance Solutions, Inc.
Health & Integrative Insurance Solutions, Inc. is a leading health insurance agency located in Berkeley, California. Our dedicated team of professionals is committed to providing comprehensive insurance solutions that prioritize both physical and mental well-being. We offer a range of health insurance options tailored to meet the diverse needs of our clients, ensuring they have access to the care they need when they need it. At Health & Integrative Insurance Solutions, Inc., we believe in promoting holistic health and wellness through our innovative insurance products and exceptional customer service. Visit us at 2022 University Avenue to learn more about how we can help you achieve optimal health and financial security.
Isaac Bridgewater - State Farm Insurance Agent
Isaac Bridgewater - State Farm Insurance Agent is a reputable insurance agency located at 1731 Berkeley Street in Santa Monica, California. Owned by Isaac Bridgewater, the agency serves businesses, families, and individuals in Southern California, including areas such as Santa Monica, Marina Del Rey, Pacific Palisades, Venice, and West Hollywood. With a passion for protecting and empowering clients, Isaac and his team offer a range of insurance services including auto, ATV, motorcycle, home, life, health, and pet insurance. Having joined the State Farm family in 2015, Isaac has dedicated himself to helping clients manage risks, recover from unexpected events, and achieve their dreams. The agency prides itself on providing excellent customer service, integrity, and attentive care to ensure that clients are well-protected from life's uncertainties. Whether you need personal or business insurance, the team at Isaac Bridgewater State Farm is committed to finding the right coverage for your needs.
Cheasty, Cheasty & Malek
Cheasty, 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.
Farmers Insurance - Kevin Boland
Farmers Insurance - Kevin Boland is an insurance agency located at 1202 Grant Avenue, Novato, California, United States. Kevin Boland, the owner, graduated from UC Berkeley in 1984 with a degree in political science and a minor in business administration. He has extensive experience in the insurance industry, holding certifications such as LUTCF, CIC, and AIC. The agency offers a wide range of personal and commercial insurance options, specializing in HOA, CID's, apartment buildings, commercial real estate, restaurants, and auto repair businesses. Services include flood and earthquake insurance, as well as coverage for boats, motorcycles, and RVs. Customers can visit the conveniently located office on Grant Avenue or call for assistance. Farmers Insurance provides comprehensive coverage options for cars, homes, life insurance, renters, businesses, and condos. Additionally, they offer personalized financial planning services to help clients reach their goals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated companies underwrite the policies offered by the agency. Securities are offered through Farmers Financial Solutions, LLC. Contact Kevin Boland for more information on insurance options and financial planning services.
Farmers Insurance - Alfonso Servin
Farmers Insurance - Alfonso Servin is an insurance agency located at 550 Park Street, Alameda, California, United States. With over 15 years of industry experience, Alfonso Servin is dedicated to serving the community and surrounding areas, providing assistance with insurance problems and guiding clients through the insurance process. Whether you need home insurance, auto insurance, commercial coverage, or life insurance, Alfonso and his staff are committed to ensuring that you are well taken care of. Located near the South Shore Shopping Center, the agency offers personalized service to clients in San Lorenzo, Newark, Fremont, San Leandro, Berkeley, San Mateo, the greater San Francisco Bay area, and beyond. Contact them for comprehensive coverage, competitive rates, and multi-line insurance discounts. Additionally, Farmers Insurance - Alfonso Servin offers renters insurance, business insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Contact Alfonso Servin today to discuss your insurance needs and build a solid financial plan for the future.
Monica Drevon - State Farm Insurance Agent
Monica Drevon - State Farm Insurance Agent is a reputable insurance agency located at 2001 East 1st Street in Santa Ana, California. Monica Drevon is a highly experienced insurance agent with a Bachelor of Arts degree from the University of California - Berkeley. She is dedicated to providing exceptional service and personalized insurance options to meet the unique needs of each individual and family in the community. Monica's commitment to her customers has earned her recognition as an Ambassador Travel Qualifier, showcasing her dedication to exceeding expectations and providing top-notch service. With a deep understanding of the Santa Ana community, Monica is passionate about helping individuals and families protect their assets and ensure their financial security.
KNN Public Finance
KNN 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.
HFG Advisors
HFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.
Blume Capital Management Inc
Blume Capital Management Inc, located at 1708 Shattuck Avenue in Berkeley, California, is a finance institution that provides investment advisory and financial planning services. Founded by Jim Blume in 1993, the firm offers unbiased financial guidance to individuals and families, with a focus on value-focused investing discipline. With decades of investment experience, the principals at Blume Capital aim to carefully steward their clients' assets and help them grow and protect their wealth over the long term. The institution prides itself on transparent communication, understanding clients' goals, and building enduring relationships to serve their evolving needs. Contact Blume Capital at (510) 549-3534 or info@blumecapital.com to learn more about how they can bring order and direction to your financial life.
D. A. Flowers & Company, LLC
D. A. Flowers & Company, LLC is a finance institution located at 1400 Shattuck Avenue in Berkeley, California, United States. Specializing in comprehensive personal financial planning and investment management on a fee-only basis, D. A. Flowers & Company caters to families and individuals looking to secure their financial futures. Their collaborative approach to financial planning ensures that your short, medium, and long term goals are met, while their investment management services focus on prudent allocation of resources to achieve financial success and security. As a fee-only firm, D. A. Flowers & Company does not receive commissions or sell financial products, providing unbiased advice and services to their clients. Established in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) dedicated to helping clients achieve their financial goals.
Bank of America Private Client Advisor Jennifer N Lee
Bank 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.
William Lamb, EA
William Lamb, EA is a reputable accounting and finance institution located at 1244 Hearst Avenue in Berkeley, California, United States. With a team of experienced and knowledgeable Enrolled Agents, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, William Lamb, EA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, this institution is committed to providing the highest level of service to their clients.
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