Financial advisor near me in Alameda, California

Edward Jones - Financial Advisor: Tevin Mercer is a reputable financial institution located at 1625 The Alameda, San Jose, California, United States. As a trusted financial advisor, Tevin Mercer offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Tevin Mercer is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Tevin Mercer is committed to providing expert guidance and support every step of the way.

Albert Hsia - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to providing personalized financial planning and investment management services to clients in San Jose, California. With a focus on helping individuals and families achieve their financial goals, Albert Hsia offers expert guidance on retirement planning, wealth management, and estate planning. Located at 1905 The Alameda, clients can expect a high level of professionalism and expertise when working with this reputable financial institution.

Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. Chad Parker holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and more. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Chad Parker is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a variety of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, with a focus on ethical practices and comprehensive financial planning.

Raegen, Parker and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1905 The Alameda in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, their team of experienced professionals strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raegen, Parker and Associates is dedicated to providing expert guidance and tailored solutions to meet your unique needs.

Edward Jones - Financial Advisor: Ian White is a trusted financial institution located at 26400 La Alameda in Mission Viejo, California. As a dedicated financial advisor, Ian White provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Ian White is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ian White is the go-to institution for all your financial needs in Mission Viejo.

Edward Jones - Financial Advisor: Jason E Brady, CEPA® is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. Specializing in comprehensive financial planning and wealth management services, Jason E Brady is a Certified Exit Planning Advisor (CEPA®) who is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Jason E Brady, CEPA® is a go-to destination for individuals and families seeking expert financial guidance and support.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

Fresh Home Loan Inc is a finance institution located at 1151 Harbor Bay Parkway in Alameda, California, United States. Our expert team of independent mortgage brokers has been navigating the complex California market for years, helping hundreds of people secure loans, get approved for home purchases, or refinance mortgages on properties already in possession. Operating in the San Francisco Bay Area, including Oakland, Alameda, Berkeley, Castro Valley, and Pleasanton, we know the unique local market like the back of our hand. As independent mortgage brokers, we work for the people, striving to treat every client and transaction as if it were our own.

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.

Silicon Valley Tax Coach is a finance institution located at 2021 The Alameda in San Jose, California, United States. Our team of expert tax coaches specializes in providing personalized tax planning and consulting services to individuals and businesses in the Silicon Valley area. With our in-depth knowledge of tax laws and regulations, we help our clients maximize their tax savings and minimize their liabilities. Whether you are looking to optimize your tax strategy, reduce your tax burden, or plan for future financial goals, Silicon Valley Tax Coach is here to help you navigate the complex world of taxes with confidence and ease. Contact us today to schedule a consultation and take the first step towards achieving your financial objectives.

SchoolsFirst Federal Credit Union in Mission Viejo (Crown Valley) is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. As a member-owned credit union, SchoolsFirst is dedicated to providing excellent financial services to educators and their families. Whether you're looking for savings accounts, loans, or investment options, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

H&R Block is a renowned accounting and finance institution located at 975 The Alameda in San Jose, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your specific needs. Visit us today to experience top-notch financial services in a convenient and welcoming environment.

H&R Block is a trusted accounting and finance institution located at 2327 Blanding Avenue in Alameda, California, United States. With a team of professional tax experts, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today to experience top-notch financial services tailored to your specific needs.

H&R Block is a renowned accounting and finance institution located at 813 Marina Village Parkway in Alameda, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals.

The Weiser Agency is a trusted insurance agency located at 2064 Alameda Padre Serra in Santa Barbara, California. With a commitment to providing excellent customer service and tailored insurance solutions, our agency helps individuals and businesses protect what matters most. Our team of experienced agents are dedicated to finding the right coverage options for each client's unique needs. Whether you are looking for auto, home, life, or business insurance, The Weiser Agency is here to help you navigate the complex world of insurance and secure peace of mind for the future. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Farmers Insurance - Mitchell Varhula is a local insurance agency located at 1870 Olympic Boulevard in Walnut Creek, California. Serving Contra Costa and Alameda counties, this agency specializes in educating clients about various insurance options, including auto, life, home, renters, and business insurance. With a focus on ensuring that clients fully understand their coverage, Farmers Insurance - Mitchell Varhula is committed to providing the right protection against California's unique insurance risks, such as earthquakes, floods, and wildfires. In addition to insurance services, Mitchell Varhula is passionate about cycling and can often be found navigating Mt. Diablo or the Oakland hills in a Farmers cycling jersey. Whether you're looking for comprehensive car insurance, home insurance, life insurance, renters insurance, or business insurance, this agency can help customize a plan to suit your needs and budget. Farmers Insurance - Mitchell Varhula also offers personal umbrella insurance for added coverage and financial security.

SageView Advisory Group is a finance institution located at 2060 The Alameda in San Jose, California, United States. With a team of experienced financial advisors, SageView offers comprehensive wealth management services to individuals, families, and businesses. From retirement planning to investment strategies, SageView is dedicated to helping clients achieve their financial goals and secure their financial future. Contact SageView Advisory Group today to schedule a consultation and start building a customized financial plan tailored to your needs.

Lawrence Accountancy Corporation is a reputable accounting and finance institution located at 1602 The Alameda in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Boehm & Associates is a reputable institution located at 1320 Harbor Bay Parkway in Alameda, California. Specializing in providing expert financial and accounting services, our team of professionals is dedicated to helping individuals and businesses navigate the complex world of finance. With a commitment to excellence and personalized service, Boehm & Associates is the go-to destination for all your financial needs. Whether you require tax preparation, financial planning, or business consulting, our experienced team is here to assist you every step of the way. Visit us today to experience the difference that Boehm & Associates can make in your financial success.

Dillwood Burkel & Millar is a leading accounting and finance institution located at 175-A Concourse Boulevard in Santa Rosa, California. We are proud to serve clients in Santa Rosa, Windsor, Rohnert Park, Petaluma, Sebastopol, Healdsburg, Sonoma, Novato, Napa, and the entire North Bay and Northern California region. Our expertise extends to the San Francisco Bay Area, Contra Costa County, Alameda, Walnut Creek, and Oakland. Trust us for all your accounting and financial needs.

Adelante Capital Management is a finance institution located at 1101 Marina Village Parkway in Alameda, California, United States. Specializing in investment management, Adelante Capital Management offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Adelante Capital Management is dedicated to providing innovative solutions and personalized strategies to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Adelante Capital Management is here to help you succeed.

Ryan Van Valer, E.A. is a reputable accounting and finance institution located at 2447 Santa Clara Avenue in Alameda, California, United States. With a team of experienced and qualified Enrolled Agents, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can expect personalized and professional assistance to help them manage their finances effectively. Whether you are an individual or a business owner, Ryan Van Valer, E.A. is dedicated to providing top-notch financial solutions to meet your needs.

Allen & Cook Inc is a reputable accounting and finance institution located at 1530 The Alameda in San Jose, California. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our commitment to excellence and personalized approach sets us apart from other firms. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to experience the difference Allen & Cook Inc can make for your financial success.

Vivian Xu, San Jose CPA Firm is a professional accounting and finance institution located at 1625 The Alameda in San Jose, California, United States. With a team of experienced CPAs, they offer a wide range of services including tax preparation, financial planning, and audit support. Whether you are an individual looking for personal financial advice or a business in need of accounting expertise, Vivian Xu, San Jose CPA Firm is dedicated to providing top-notch service and helping clients achieve their financial goals.

Milani, Lee & Associates CPAs is a reputable accounting and finance institution located at 1570 The Alameda in San Jose, California. Our team of experienced professionals offers a wide range of services including tax preparation, financial planning, bookkeeping, and consulting. We pride ourselves on providing personalized and efficient solutions to meet our clients' individual needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Mr. Taxes LLC is a premier accounting and finance institution located at 4501 South Alameda Street in Los Angeles, California. Our dedicated team of experienced tax preparers and support staff are committed to providing top-notch personal and business tax services to our clients. With over 15 years of experience in the banking and finance industry, Mr. Taxes has the expertise and knowledge to assist you with all of your tax needs. We understand the complexities of the tax system and are here to help you navigate through it.

Dunham Associates CPAs is a reputable accounting and finance institution located at 1884 The Alameda in San Jose, California, United States. Our team of experienced and dedicated CPAs provide a wide range of professional services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate complex financial matters with ease. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Latham & Naboralski is a reputable accounting and finance institution located at 1035 Alameda de las Pulgas in Belmont, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Latham & Naboralski provides expert guidance and personalized solutions to help clients achieve their financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.