TOP 30 Custom financial planning in Berkeley, California

21 results found

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.

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 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.

Merrill Investment & Retirement Financial Center is a finance institution located at 2546 San Pablo Avenue in Berkeley, California, United States. You can find a Merrill® Financial Solutions Advisor™ at this center, offering a range of services including investment advisory, financial planning, and brokerage services. As part of Bank of America®, the center provides banking products and insurance services through Merrill Lynch Life Agency Inc. Customers can access a broad range of financial services and products to help them achieve their investment and retirement goals. Please note that investing in securities involves risks, and it is important to carefully consider all information provided before making any investment decisions. For more information, you can review the Client Relationship Summary and other relevant documents available at the center.

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.

Located at 2517 Sacramento Street in Berkeley, California, Lazena Kelly-Andrada State Farm Insurance Agency is a trusted insurance agency serving the East Bay Area for over 20 years. With a strong commitment to providing personalized insurance coverage for individuals, families, and businesses, Lazena Kelly-Andrada and her team offer a wide range of insurance options, including auto, home, life, renters, commercial, and financial services. Having been with State Farm for 35 years, Lazena Kelly-Andrada brings a wealth of experience and expertise to her role as an agent. With a background in claims and agency leadership, she has a deep understanding of the insurance process and is dedicated to helping her customers understand the importance of having the right coverage. Her team has been recognized with the Crystal Excellence Award for the Legion of Honor, highlighting their commitment to quality service.

Catherine Ho - State Farm Insurance Agent is an insurance agency located at 1031 East Hillsdale Boulevard, Foster City, California, United States. Situated at Parkside Towers on the corner of E. Hillsdale and Shell Blvd, our team is dedicated to creating a Personal Price Plan tailored to your needs. Please note that there is a standard 14-day waiting period for new business, and all new drivers must have been licensed for 3 years in the US to qualify. Currently, we are not writing new renters, condos, homeowners, apartments, umbrella, and business policies until further notice. We believe in insuring your love and protecting your future with certainty. Whether you prefer virtual or in-person appointments, we are here to review your insurance and financial needs during the colder months.

Sydney Frangieh - State Farm Insurance Agent is a trusted insurance agency located at 23 Altarinda Road in Orinda, California. Serving the Orinda community with a personalized touch, Sydney Frangieh and her team are dedicated to providing a wide range of insurance products, including Auto, Life, Business, Home, and Renters Insurance. With a family history in the insurance industry, Sydney brings a wealth of experience and knowledge to help clients protect their loved ones and assets. Whether you are in Orinda, Berkeley, Oakland, or anywhere else in the Bay Area, Sydney Frangieh State Farm is here to assist you. The team is committed to educating clients on their insurance options and being a reliable resource for all their insurance needs. From reviewing existing policies to getting free insurance quotes, the team is ready to guide you through the insurance-buying process.

Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.

Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 130 East Valley Boulevard in Alhambra, California. The agency is conveniently situated near the corner of Valley and S Monterey St, just west of Savoy Kitchen. Allan Cheng, the owner, is a dedicated family man with a strong educational background, holding degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community, volunteering with the Arcadia Educational Foundation and supporting local schools and colleges. The agency offers a range of insurance services, including auto, home, life, and health insurance, as well as retirement planning. Allan and his team are committed to providing personalized service to customers in cities near Los Angeles, such as Arcadia, Montebello, Pasadena, and many more. With a focus on customer satisfaction and competitive pricing, the agency strives to meet the needs of individuals, families, and small business owners.

Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 430 West Route 66, Glendora, California, United States. Founded in 2008, this agency is dedicated to providing personalized auto, home, life, and health insurance, as well as retirement planning services to customers in the surrounding areas. Allan Cheng, the owner, has an impressive educational background with degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community and believes in giving back through volunteering and donations to local schools and colleges. The agency prides itself on being in the top 5% of State Farm agencies nationwide, with a focus on helping customers protect their assets and plan for retirement. The team at Allan Cheng's office is committed to providing the right coverage at competitive prices for auto insurance, home/renter insurance, life insurance, and other financial needs. They also offer specialized insurance options for small business owners.

Adeline Street Apartments is a 19-unit affordable multi-family complex located in Berkeley, California. Our property caters to very low-income individuals with physical disabilities and those living with HIV/AIDS. We offer a variety of housing options including affordable and market-rate family rentals, senior housing, cooperatives, and specialized housing for those with special needs. Our services include marketing and rent up, specialized program development, acquisition and rehabilitation, historic preservation, new housing development, and financial and syndication services. We also provide project planning and feasibility analysis to ensure our residents have access to quality, affordable housing. Visit us at 3224 Adeline Street in Berkeley for more information.

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.

John Kistner - State Farm Insurance Agent is a trusted insurance agency located at 1401 San Pablo Avenue in Berkeley, California. With a rich history dating back to 1955 when Richard Kistner became a State Farm Agent, the agency has been serving families and businesses for 68 years. The team, including John Kistner, Denise Lewis, and Billy Lewis, is dedicated to helping customers with their insurance and financial needs. Whether you need an auto insurance quote or assistance with life insurance and annuities, the team is ready to help. With a focus on personalized service and building long-lasting relationships, John Kistner - State Farm Insurance Agent is committed to providing the best possible support to their customers.

Guillermo Recoder - State Farm Insurance Agent is an insurance agency located at 2548 San Pablo Avenue in Pinole, California. With 15 years of experience in the business, Guillermo Recoder is a father of four student athletes and a Kidney Cancer Survivor. He holds a B.A. from the University of California, Berkeley and is focused on providing services such as Life Insurance, Business Continuation Plans, Business Insurance, Food Truck Insurance, Home & Renters Insurance, and Car Insurance. Guillermo Recoder's mission is to help customers avoid the two biggest mistakes - failing to plan for today and failing to plan for the future. His team is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Frank Leon - State Farm Insurance Agent is a reputable insurance agency located at 1851 North Gaffey Street in Los Angeles, California. With a background in Economics from the University of California at Berkeley, Frank Leon is a trusted State Farm Agent since 2006. Fluent in Spanish and a lifelong resident of Wilmington, Frank is also actively involved in the community as a coach for AYSO & Little League, a member of the Wilmington Chamber of Commerce, and a Legion of Honor and Travel Qualifier. As a loving husband and proud father of five children, Frank understands the importance of protecting what matters most to his clients. Frank and his bilingual team are dedicated to providing remarkable customer service and building relationships with their customers. They offer a range of insurance products, including life insurance and annuities, to help individuals and families plan for the future. Additionally, they can assist with pet insurance options through American Pet Insurance Company and ZPIC Insurance Company.

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.

Charles Schwab is a renowned financial institution located at 1995 University Avenue in Berkeley, California. Offering a wide range of financial services including investment advice, wealth management, and retirement planning, Charles Schwab is dedicated to helping individuals achieve their financial goals. With a commitment to transparency, integrity, and customer service, Charles Schwab has become a trusted name in the finance industry. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is here to provide expert guidance and support.

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 [email protected] to learn more about how they can bring order and direction to your financial life.

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.

Welcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.