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TOP 30 Custom financial solutions in Oakland, CA
40 results found
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Merrill Lynch Financial Advisor Blake M Welpton
Merrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services. With over 23 years of experience in the industry, Blake is a seasoned professional who is dedicated to helping clients achieve their long-term financial goals. As a Wealth Management Advisor, Blake holds the Chartered Financial Consultant® and Certified Divorce Financial Analyst® designations, providing expert advice in areas such as investments, wealth management, retirement planning, and estate planning. At Merrill Lynch Wealth Management, Blake and his team focus on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, they can create a customized financial plan that reflects their individual needs. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a tailored approach designed to help them achieve their financial objectives.
Merrill Lynch Financial Advisor Paul D Low
Merrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.
Merrill Lynch Financial Advisor Buzz Brown
Merrill 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.
Merrill Lynch Financial Advisor Russell Conboy
Merrill Lynch Financial Advisor Russell Conboy, located at 1111 Broadway, Oakland, California, United States, offers personalized wealth planning and global investment capabilities. With a team of experienced professionals, including Russell Conboy, who has 5 years of experience in the financial services industry, the institution provides one-on-one collaboration to help clients achieve their financial goals. Russell Conboy specializes in corporate benefit programs and can assist corporate executives in integrating their benefits into a long-term financial approach. As a Merrill advisor, Russell Conboy follows the tradition of community service and volunteers with local organizations. The institution offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals. By understanding each client's unique needs and priorities, the team at Merrill Lynch Wealth Management develops customized investment strategies to help clients pursue their financial goals. The institution also provides access to banking solutions from Bank of America.
Merrill Lynch Financial Advisor Elizabeth Payton Thomas
Merrill Lynch Financial Advisor Elizabeth Payton Thomas, located at 1111 Broadway, Oakland, California, United States, is dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. With a focus on personalized wealth management strategies, Elizabeth Payton Thomas and her team at Merrill Lynch Wealth Management offer access to the investment insights of Merrill and the banking solutions of Bank of America. By participating in the communities they serve and volunteering with local organizations, Elizabeth Payton Thomas embodies the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan centered on their goals and aspirations.
Merrill Lynch Financial Advisor Ryan J Amador
Merrill Lynch Financial Advisor Ryan J Amador is a finance institution located at 1111 Broadway, Oakland, California, United States. Managing your wealth starts with a thorough understanding of your financial situation. Ryan J Amador can help create a flexible strategy tailored to your needs, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Ryan J Amador believes in participating in the community by volunteering with local organizations. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. As a financial advisor, Ryan J Amador prioritizes understanding your family, goals, and priorities to create a financial approach that evolves with you over time. By utilizing the Investment Personality Assessment, Ryan J Amador can customize your financial approach based on your investing preferences. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial goals. With regular check-ins and adjustments to your financial approach, Ryan J Amador strives to keep you on track towards achieving what matters most to you. By focusing on your aspirations and asking thoughtful questions, Ryan J Amador designs a personalized plan to help you pursue your financial goals while managing investment risk. Get the latest investment insights and tips to help you live your best financial life with Merrill Lynch Financial Advisor Ryan J Amador.
Sun Financial Group
Sun 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.
Merrill Lynch Financial Advisor Jack Greening
Merrill Lynch Financial Advisor Jack Greening is located at 1111 Broadway, Oakland, California, United States, with an additional office at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596. As a finance institution, Merrill Lynch is proud of their advisors who have received recognition from industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, focusing on building strong relationships based on trust and personalized service. With the support of global resources from Merrill Lynch, the team is committed to understanding clients' priorities, goals, and family dynamics to create a personalized financial plan. By listening carefully and asking thoughtful questions, the advisors aim to help clients pursue their financial goals while managing investment risk.
Financial Services of America
Financial Services of America is a trusted institution located at 211 10th Street in Oakland, California. As a leading provider of financial services, we offer convenient ATM access and a wide range of finance solutions to meet the needs of our customers. Our knowledgeable staff is dedicated to helping you achieve your financial goals and providing top-notch customer service. Visit us today to experience the difference that Financial Services of America can make in your financial journey.
Marin Wealth Advisors LLC Oakland
Marin 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.
Merrill Lynch Financial Advisor Grace Greening
Merrill Lynch Financial Advisor Grace Greening is a finance institution located at 1111 Broadway, Oakland, California, United States. They also have another location at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596. Merrill Lynch is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. They believe in providing exemplary client service and building strong client relationships based on trust and personalized service. The team at Merrill Lynch is comprised of talented and experienced individuals who are committed to understanding their clients' family, goals, and priorities. They work with clients to design and implement personalized financial plans to help them pursue their financial goals while managing investment risk. The institution believes in focusing on potential solutions that can turn goals into reality.
Merrill Lynch Financial Advisor Patrick J Greening
Merrill Lynch Financial Advisor Patrick J Greening is a finance institution located at 1111 Broadway, Oakland, California, United States. With an additional location at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596, Merrill Lynch takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. As part of Merrill Lynch Wealth Management, the financial advisors at Merrill Lynch Financial Advisor Patrick J Greening work with clients to understand their family, goals, and priorities, adapting their approach as these change over time. The institution's mission is to understand each client's unique needs and aspirations, designing and implementing personalized plans to help them pursue their financial goals while managing investment risk.
Merrill Lynch Financial Advisor Percy D. McGee, Jr.
Merrill Lynch Financial Advisor Percy D. McGee, Jr. is a finance institution located at 1111 Broadway, Oakland, California, United States. At McGee, Hudson & Associates, they provide precise, prudent, personalized wealth management guidance and high-caliber client service. The team is committed to helping clients think strategically about wealth and achieve their financial goals. They offer financial education, encouragement, and tailored advice for every stage of life, building long-term client relationships. The institution believes in collaborative client relationships, where they work side-by-side with clients to develop personalized pathways to pursue wealth management objectives. They also offer financial wellness programs for businesses and organizations, tailored to the needs of employees at different life stages. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop customized investment approaches to address clients' needs and goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors work with clients to create financial approaches that reflect their unique needs, priorities, and financial situations. They offer personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help clients live their best financial lives.
Tax Tyme Financial Services
Tax Tyme Financial Services is a reputable institution located at 10247 MacArthur Boulevard in Oakland, California. Specializing in accounting and finance, this institution offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Tax Tyme Financial Services is dedicated to providing top-notch financial solutions and excellent customer service. Whether you need help with tax preparation, financial planning, or bookkeeping, this institution is here to assist you every step of the way. Trust Tax Tyme Financial Services for all your financial needs in Oakland, California.
Farmers Insurance - Scott Halbrook
Farmers Insurance - Scott Halbrook is an insurance agency located at 1433 Leimert Boulevard in Oakland, California. As a local Farmers® agent, Scott Halbrook helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Scott has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect homes and possessions in the event of disasters like fires. Competitive rates and multi-line insurance discounts are available for customers. Scott also offers life insurance policies to provide financial support for loved ones in case of unexpected events.
Farmers Insurance - Anthony Sue
Farmers Insurance - Anthony Sue is an insurance agency located at 1986 Lewelling Boulevard, San Leandro, California, United States. With over 20 years of experience, Anthony Sue, along with his father who has been an agent for over 35 years, provides personalized service to help customers find the best coverage for their needs. In addition to the San Leandro location, there is also an office in Oakland near Lake Merritt. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. Farmers Insurance has been in business for over 80 years, offering competitive rates and multi-line insurance discounts. Customers can also inquire about personal umbrella insurance for added protection.
Farmers Insurance - Thy Le
Farmers Insurance - Thy Le is an insurance agency located at 745 East 12th Street in Oakland, California, United States. As a local Farmers® agent in Oakland, CA, Thy Le helps customers identify the insurance coverage that best fits their needs. Thy Le has the knowledge and experience to help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can reach out to Thy Le with any questions they might have. Farmers Insurance offers comprehensive coverage options for auto insurance, home insurance, renters insurance, business insurance, life insurance, and more. They provide competitive rates and discounts to help customers save money on their insurance policies. Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there in the event of a disaster.
Wilson Patricia
Wilson Patricia is a leading health insurance agency located at 280 West MacArthur Boulevard in Oakland, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With years of experience in the industry, we strive to offer comprehensive coverage options and exceptional customer service. Whether you are looking for individual or group health insurance, we are here to help you navigate the complex world of insurance. Trust Wilson Patricia to be your partner in protecting your health and financial well-being.
Primo Personal Loans
Primo Personal Loans is a reputable finance institution located at 2103 8th Avenue in Oakland, California, United States. We specialize in providing personalized loan solutions to meet the individual financial needs of our clients. Our experienced team is dedicated to helping customers secure the funds they need quickly and efficiently. Whether you need a loan for unexpected expenses, home improvements, or debt consolidation, Primo Personal Loans is here to help. Contact us today to learn more about our competitive rates and flexible repayment options.
The UPS Store
The UPS Store at 6114 La Salle Avenue in Oakland, California, is a trusted institution that offers a wide range of financial services and shipping solutions. From packing and shipping services to printing and document services, The UPS Store is your one-stop shop for all your business and personal needs. With friendly and knowledgeable staff, convenient hours, and a convenient location, The UPS Store is committed to providing exceptional service to all customers. Whether you need to ship a package, print documents, or access other financial services, The UPS Store is here to help.
Private Lender Link
Private Lender Link is a leading finance institution located at 1590 Oakland Road in San Jose, California. We specialize in connecting borrowers with private lenders to provide customized financial solutions. Our experienced team is dedicated to helping individuals and businesses secure the funding they need quickly and efficiently. Whether you are looking for a loan for real estate investment, business expansion, or personal use, Private Lender Link is here to help. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
Jack London Mail
Jack London Mail is a reputable financial institution located in the heart of Oakland, California. Situated at 248 3rd Street, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. With a team of experienced professionals, Jack London Mail is dedicated to providing top-notch financial solutions and exceptional customer service. Whether you are looking to open a new account, apply for a loan, or seek investment advice, Jack London Mail is committed to helping you achieve your financial goals. Visit us today to experience the difference that our personalized approach to finance can make in your life.
Summit Bank
Summit Bank is a trusted financial institution located at 2969 Broadway in Oakland, California. As a full-service bank, Summit Bank offers a wide range of banking services including checking accounts, savings accounts, loans, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Summit Bank is committed to providing personalized service and innovative financial solutions to help individuals and businesses achieve their financial goals. Visit Summit Bank today to experience exceptional banking services in the heart of Oakland.
Farmers Insurance - Lilian Cabrera
Farmers Insurance - Lilian Cabrera is an insurance agency located at 1324 Fruitvale Avenue in Oakland, California. As your local Farmers® agent, Lilian Cabrera helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Lilian Cabrera can help you navigate the world of insurance to find the right policy for your needs and budget. Farmers® also offers competitive rates and discounts to help you save money on your insurance.
Victor James - State Farm Insurance Agent
Victor James - State Farm Insurance Agent is a reputable insurance agency located at 201 MacArthur Boulevard in San Leandro, California. As a proud member of the Bay Area Community, Victor James offers a wide range of insurance services to local residents and businesses. Whether you are in need of auto insurance, homeowners insurance, life insurance, or financial services, Victor James is here to assist you. With a strong presence in the Bay Area, including Oakland, Alameda, Piedmont, Emeryville, and San Leandro, Victor James is dedicated to providing personalized service and comprehensive coverage options to meet your unique needs. The professional team at Victor James is committed to building relationships with customers and ensuring they have the coverage they deserve. Visit the office today or give them a call to receive a free insurance quote and find a plan that fits your life. Stay connected with Victor James for expert guidance on navigating the California insurance market and securing the right coverage for you.
Mat Dahms - State Farm Insurance Agent
Mat Dahms - State Farm Insurance Agent is a boutique insurance agency located at 4400 Keller Avenue in Oakland, California. Situated in the Ridgemont Plaza near the Oak Knoll development, our office is dedicated to providing personalized and responsive service to our customers. As a team with a combined 25 years of insurance experience, we offer a range of insurance products including Auto, Life, Financial services, Motorcycle, Pet, and Electric Vehicle insurance. Our goal is to help each customer understand their insurance needs and navigate the complex California insurance environment.
Ernie Lopez - State Farm Insurance Agent
Ernie Lopez - State Farm Insurance Agent is a reputable insurance agency located at 15200 Hesperian Boulevard in San Leandro, California. Established in 1984, Ernie Lopez has been serving the greater Bay Area and all of California with quality insurance products such as auto, fire, and life insurance. With a team of experienced professionals, including Ernie himself, the agency offers exceptional service and responsible coverage to its clients. Ernie Lopez, a long-time resident of San Leandro, has dedicated his career to serving the community through various volunteer efforts, including supporting organizations like Dig Deep Farms Food Hub and Oakland Ceasefire. His commitment to giving back extends to his role as a State Farm Agent, where he strives to make a positive impact on the lives of others.
Farmers Insurance - Andy Pham
Farmers Insurance - Andy Pham is an insurance agency located at 1630 Oakland Road in San Jose, California. As a local Farmers® agent, Andy Pham helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Andy provides personalized and straightforward assistance to make customers smarter about insurance. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates with multi-line insurance discounts. Andy Pham also assists with life insurance, renters insurance, condo insurance, and business insurance. Additionally, as a Financial Services agent, Andy can help customers build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide underwriting for policies. Securities are offered through Farmers Financial Solutions, LLC. Contact Andy Pham at Farmers Insurance for personalized assistance with insurance needs.
The Castillo Law Office
The Castillo Law Office is a high-quality legal institution located at 4400 Keller Avenue in Oakland, California. The firm is led by Attorney Castillo, a former extern for a federal judge, who provides aggressive advocacy to pursue the best possible outcome for clients. Attorney Castillo is a member of The National Trial Lawyers: Top 100 Trial Lawyers and has received prestigious awards for his professionalism and integrity. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. Attorney Castillo has a successful track record, including the dismissal of a murder conviction and winning a case with a life sentence. The firm represents clients throughout Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, as well as Alameda and Contra Costa counties.
Bass Cash Stop
Bass Cash Stop is a versatile institution located at 4251 International Boulevard in Oakland, California, United States. Specializing in both finance and locksmith services, Bass Cash Stop offers a wide range of solutions to meet the needs of its diverse clientele. Whether you are looking for financial assistance or require locksmith services, Bass Cash Stop is dedicated to providing top-notch customer service and expertise. Visit us today to experience the convenience and reliability of Bass Cash Stop.
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