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TOP 30 Comprehensive tax advisor help in Berkeley, CA
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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.
Midori Law Group, P.C.
Midori Law Group, P.C. is a reputable law firm based in Berkeley, California. Specializing in various areas of law, including family law, immigration law, and estate planning, the experienced team at Midori Law Group, P.C. is dedicated to providing top-notch legal services to clients in need. Located at 2039 Kala Bagai Way, this firm is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Midori Law Group, P.C. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
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.
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.
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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