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TOP 30 Financial advisor for families in Castro Valley, CA
4 results found
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Modern Woodmen Financial Advisors / Planners of the East Bay Area: Castro Valley, CA
Modern Woodmen Financial Advisors / Planners of the East Bay Area in Castro Valley, CA, is a trusted institution with a rich history dating back to 1883. As part of Modern Woodmen of America, we are dedicated to bringing people together, supporting families, and strengthening communities. Our financial representatives can help you meet your current needs, achieve your future dreams, and plan for all stages of life. We offer a portfolio of high-quality financial products to assist you in meeting a wide range of life needs. By becoming a member of Modern Woodmen, you gain access to member benefits and the opportunity to make a positive impact in your community. Visit us at 3461 Castro Valley Boulevard to meet with a representative and discover how our shared values can work for you. If you're unable to find a representative in your community, we are here to help. Trust Modern Woodmen to help you secure your financial future and make a difference in your community.
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.
Samantha Harris - State Farm Insurance Agent
Samantha Harris - State Farm Insurance Agent is a trusted insurance agency located at 21060 Redwood Road in Castro Valley, California, United States. Conveniently situated across the street from the CV Bart Station in the Coldwell Banker Building, our experienced team is committed to protecting your family and assets. With 30 years of State Farm experience, Samantha Harris is dedicated to serving the Castro Valley area by providing auto insurance, fire insurance, life insurance, commercial insurance, and financial services. As a local small business owner, Samantha takes pride in taking care of your insurance and financial needs. Whether you need assistance with jumping a car battery, driving on rural roads, or starting on your financial goals, our team is here to help. Contact us today to review your current coverage and start protecting what matters most to you. Please note that for your protection, sensitive personal information should not be shared online. If you have difficulty with our website, please call (510) 881-1511 for assistance. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.
Driven Advantage Bookkeeping
Driven Advantage Bookkeeping is a trusted institution located at 4061 East Castro Valley Boulevard in Castro Valley, California, United States. Specializing in accounting and finance, we offer professional bookkeeping services to help small business owners, solopreneurs, independent contractors, and freelancers grow their businesses and simplify their lives. With a focus on using Cloud Accounting Software such as QuickBooks Online and FreshBooks, we are dedicated to improving your financial organization and increasing your revenues through efficient bookkeeping practices. Our founder has a passion for bookkeeping that began in her father's body shop, where she first learned the importance of financial management. With over 20 years of experience as an independent contractor in the Child Passenger Safety field, she brings a unique perspective and skill set to provide excellent virtual bookkeeping services to businesses in various industries. Certified as a QuickBooks Online ProAdvisor and FreshBooks Accounting Partner, she is committed to helping you save time, reduce costs, and alleviate stress by offering professional guidance and organization for your finances.
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