TOP 30 Comprehensive portfolio management in Oakland, California
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Marin Wealth Advisors LLC Oakland
● ClosedMarin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.
1901 Harrison St Ste 1100, Oakland, CA 94612, United States -
Fox Courts
● OpenFox Courts, located at 550 18th Street in Oakland, California, is managed by The John Stewart Company. This institution offers a range of services including property management, construction management, new project financing, and joint venture development partnerships. With over 1,400 employees in five offices across California, The John Stewart Company has the expertise to guide clients through the complexities of multi-family real estate financing, development, marketing, and management. The management portfolio includes over 400 properties and more than 30,000 residential units, providing housing for over 100,000 California residents. Services offered at Fox Courts include affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up, specialized program development, common interest developments, acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis. With a full spectrum of housing services under one roof, Fox Courts and The John Stewart Company provide comprehensive and professional support for all real estate development and management needs.
550 18th St, Oakland, CA 94612, United States -
Mandela Gateway Apartments
● OpenMandela Gateway Apartments, located at 1350 7th Street in Oakland, California, is managed by The John Stewart Company, a leader in multi-family real estate development and property management. With over 1,400 employees and five offices across California, The John Stewart Company offers a wide range of services including professional property management, construction management, new project financing, and joint venture development partnerships. Their management portfolio includes over 400 properties and more than 30,000 residential units, providing housing for over 100,000 California residents. Mandela Gateway Apartments offers affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, and specialized program development. With a focus on acquisition, rehabilitation, historic preservation, adaptive reuse, and new housing development, The John Stewart Company provides comprehensive services to meet the diverse housing needs of their residents.
1350 7th St, Oakland, CA 94607, United States -
Merrill Lynch Financial Advisor Buzz Brown
● ClosedMerrill Lynch Financial Advisor Buzz Brown is a finance institution located at 1111 Broadway in Oakland, California, United States. Buzz Brown is dedicated to managing your wealth by creating a personalized strategy based on your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Buzz Brown can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Buzz Brown demonstrates a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, Buzz Brown can help you build a personalized plan centered on your goals and focused on what you want to achieve. By getting to know you as an investor and understanding your goals and priorities, Buzz Brown can customize a financial approach to help you pursue what matters most to you. With a focus on understanding your aspirations and helping you manage investment risk, Buzz Brown aims to turn your financial goals into a reality. By regularly checking in to discuss changes in your life and revisiting your financial approach, Buzz Brown can help you stay on track to achieve what's most important to you. Let Buzz Brown help you achieve your financial goals by getting to know you personally and creating a financial approach that reflects your unique needs and priorities. Contact Buzz Brown today to learn more about how they can help you live your best financial life.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Sun Financial Group
● OpenSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States
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