TOP 30 Financial advice in Pleasant Hill, California

19 results found

Dante Cioni - Financial Advisor, Ameriprise Financial Services, LLC, located at 101 Gregory Lane, Pleasant Hill, California, United States, is a finance institution dedicated to helping clients prepare for their financial goals. With personalized financial advice, clients can feel more confident and in control of their financial futures. Dante Cioni offers a range of services including saving for college, retirement planning, and smart investments. The institution is registered with FINRA and adheres to strict regulations to ensure the security and privacy of clients' information. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. Ameriprise Financial Services, LLC. Member FINRA and SIPC, strives to help clients achieve their financial goals and offers a positive backdrop for stock prices and market trends.

Stephen Yu, Financial Advisor at Ameriprise Financial Services, LLC, is located at 101 Gregory Lane in Pleasant Hill, California. As a trusted financial institution, Stephen Yu provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering comprehensive financial solutions, Stephen Yu and the team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.

Courtney Khashabi - State Farm Insurance Agent is a trusted insurance agency located at 901 Sunvalley Boulevard in Concord, California. Conveniently situated next to Sunvalley Mall, in the same building as Stat Med Urgent Care and Dominos Pizza, we are proud to serve the communities of Concord, Walnut Creek, Pleasant Hill, and the Greater Bay Area. Additionally, we offer insurance services in Oregon, Arizona, and Nevada. As your local State Farm Insurance Agency, we strive to provide personalized insurance solutions tailored to your needs. Whether you require auto insurance, homeowners insurance, business insurance, renters insurance, condo insurance, pet insurance, life insurance, or more, we are here to help. Our team of experienced professionals, including Courtney, Giovanni, Connie, Michelle, and Beth, collectively have 70 years of experience in serving policyholders.

Ben Samrick - State Farm Insurance Agent is located at 1511 Treat Boulevard in Walnut Creek, California, United States. Just one block away from Pleasant Hill Bart, the office is conveniently situated on the corner of Treat and Cherry. Serving the areas of San Ramon, Alamo, Emeryville, Orinda, Dublin, Lafayette, Pleasant Hill, Danville, and Concord, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. Ben Samrick, the State Farm Insurance Agent for Walnut Creek, has been in the insurance business since October 2002. Coming from a family of insurance professionals, Ben has a background in the music industry and a passion for rescuing and retraining horses off the racetrack. The team at Ben Samrick State Farm Insurance is dedicated to providing outstanding service and protecting what's important to customers so they can focus on achieving their life goals.

Jared Burns-Coffin - State Farm Insurance Agent is a family-run insurance agency located at 1910 Olympic Boulevard in Walnut Creek, California. With over 8 years of experience working for State Farm, Jared Burns-Coffin is a first-generation State Farm Agent who holds a BS in Business Management from California State University, Chico. He and his team of knowledgeable professionals are dedicated to serving the insurance and financial service needs of clients in Concord, Walnut Creek, Pleasant Hill, Lafayette, Martinez, Danville, Alamo, San Ramon, Pittsburgh, and the surrounding Bay Area communities. In addition to providing insurance services, Jared Burns-Coffin and his team are committed to educating clients on important topics such as the dangers of drunk driving, car repair versus replacement, and maximizing home value through renovations and improvements. They offer free quotes and are available to assist clients with any questions or concerns they may have.

Mariner Finance is a trusted financial institution located at 2340 Monument Boulevard in Pleasant Hill, California. Specializing in providing various financial services, Mariner Finance offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Mariner Finance is committed to providing excellent customer service and tailored financial solutions to meet the unique needs of each client. Whether you are looking for a loan, mortgage, or investment advice, Mariner Finance is dedicated to helping you navigate the world of finance with confidence and ease.

Chase Bank, located at 1898 Contra Costa Boulevard in Pleasant Hill, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering available for approval. Member FDIC.

Farmers Insurance - Darlene Baxter is an insurance agency located at 2216 Morello Avenue in Pleasant Hill, California. The team consists of three members: Darlene, Adriana, and Stephanie. Darlene, who has been a Farmers® agent for ten years, has a deep understanding of the needs of clients in the San Francisco Bay Area. The agency's goal is to provide families and businesses with tailored insurance plans to meet their specific needs. They offer coverage options for auto, home, business, life, specialty, high fire, commercial, and pet insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the team at Farmers Insurance - Darlene Baxter can help you navigate the complexities of insurance. They offer online quotes and discounts to help you save money on auto insurance. For homeowners, Farmers® has been providing insurance for over 80 years and offers competitive rates with multi-line insurance discounts.

Life is a comprehensive institution located at 550 Patterson Boulevard in Pleasant Hill, California, United States. Our diverse range of services includes a book store, doctor's office, finance center, health clinic, home goods store, and general store. Whether you're looking for a good read, medical advice, financial assistance, wellness services, home essentials, or everyday items, Life has you covered. Our dedicated team is committed to providing top-notch customer service and meeting all your needs under one roof. Visit us today and experience the convenience and quality that Life has to offer.

The ACE Fiduciary Group is a leading finance institution located at 101 Gregory Lane in Pleasant Hill, California, United States. We specialize in providing expert fiduciary services to our clients, helping them manage their finances and assets with precision and care. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each individual or organization we serve. Trust The ACE Fiduciary Group to safeguard your financial future and provide sound advice every step of the way.

Sally Ng CFP is a reputable finance institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California. As a Certified Financial Planner, Sally Ng offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong focus on personalized solutions and exceptional customer service, Sally Ng CFP is dedicated to providing clients with the support and guidance they need to make informed financial decisions. Whether you are planning for retirement, investing for the future, or managing your finances, Sally Ng CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ascension Wealth Partners LLC is a leading finance institution located at 391 Taylor Boulevard in Pleasant Hill, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking financial advice, we are here to provide expert guidance and support. Trust Ascension Wealth Partners LLC to help you ascend to new heights of financial success.

PathWise is a leading finance institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California, United States. Our team of experienced professionals is dedicated to providing expert financial guidance and support to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or secure a loan, PathWise is here to help you navigate the complex world of finance with confidence and ease. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.

H&R Block is a well-known accounting and finance institution located at 1600 Contra Costa Boulevard in Pleasant Hill, California. With a focus on providing excellent tax preparation and financial services, H&R Block has been helping individuals and businesses navigate their financial needs for years. Their team of experienced professionals is dedicated to providing top-notch service and expert advice to ensure their clients' financial success. Whether you need help with tax filing, financial planning, or other accounting services, H&R Block is the trusted choice in the Pleasant Hill area.

Ken Rosen is a renowned institution located at 2300 Contra Costa Boulevard in Pleasant Hill, California, specializing in accounting and finance services. With a team of highly skilled professionals, Ken Rosen offers expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or financial management, Ken Rosen is dedicated to providing top-notch services tailored to meet your specific needs. Trust Ken Rosen to help you navigate the complex world of accounting and finance with confidence and ease.

Strand Boyce O'Shaughnessy, CPAs, Inc. is a reputable accounting and finance institution located at 3480 Buskirk Avenue in Pleasant Hill, California. Since 1981, SBO has been dedicated to assisting closely held businesses and individuals with their tax and accounting needs. The team at SBO values the trust that clients place in them and takes pride in helping clients plan for a secure financial future. They emphasize the importance of working together with other financial advisors to create a comprehensive financial plan. SBO encourages clients to seek advice before making financial decisions to avoid complications in the future. The firm offers solutions to various financial and tax issues that may arise in both business and personal life. Contact SBO at (925) 934-1191 or [email protected] for expert financial guidance and support.

Net Assets & Associates LLC is a finance institution located at 200 Gregory Lane in Pleasant Hill, California, United States. Specializing in financial services, our team of experienced professionals is dedicated to helping clients manage their assets and investments effectively. With a focus on providing personalized solutions and expert advice, we strive to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Net Assets & Associates LLC is here to assist you every step of the way.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.