Financial advisor near me in Albany, CA
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Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®
● OpenEdward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC® is a finance institution located at 1301 Solano Avenue in Albany, California, United States. Terry Kotsatos is a Certified Financial Planner and Chartered Financial Consultant who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Terry Kotsatos is dedicated to helping individuals and families secure their financial future.
1301 Solano Ave Suite 201, Albany, CA 94706, United States -
Edward Jones - Financial Advisor: Josh Wulkan
● OpenEdward Jones - Financial Advisor: Josh Wulkan is a reputable finance institution located at 1301 Solano Avenue in Albany, California, United States. With a focus on providing personalized financial advice and services, Josh Wulkan and his team are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones - Financial Advisor: Josh Wulkan is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial plan tailored to your needs.
1301 Solano Ave Suite 201, Albany, CA 94706, United States -
Fog City Advisors
● OpenFog City Advisors is a trusted financial advisory firm located at 622 Talbot Avenue in Albany, California. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement strategies, tax planning, or estate planning, we are here to provide personalized solutions tailored to your specific needs. At Fog City Advisors, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and see how we can help you secure your financial future.
622 Talbot Ave, Albany, CA 94706, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a finance institution located at 1516 Solano Avenue in Albany, California, United States. You can find a Merrill® Financial Solutions Advisor™ in Albany, CA by searching for an advisor's name or the parent company, "Merrill Lynch." Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is not owned by Merrill Edge®, Bank of America® or their affiliates. At Merrill Investment & Retirement Financial Center, we strive to provide information about products and services that may be of interest and use to you. Our services include investment in securities, with the understanding that there are risks involved and the potential for loss. Returns are based on Net Asset Value (NAV) and market price, including fees and applicable loads.
1516 Solano Ave, Albany, CA 94707, United States -
Farmers Insurance - Jason Ortiz
● OpenFarmers Insurance - Jason Ortiz is an insurance agency located at 600 San Pablo Avenue, Albany, California, United States. As your local Farmers® agent in Albany, CA, Jason Ortiz helps customers identify the insurance coverage that best fits their needs. With over a decade of insurance background, Jason is knowledgeable and experienced in providing personalized service to make customers smarter about insurance. Whether you need auto, home, renters, business insurance, and more, Jason can help you understand your coverage options. Born and raised in the East Bay, Jason loves to support the local community by buying and shopping locally. He takes pride in providing clients with peace of mind and knowledge about products to protect their assets. Contact Jason Ortiz for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Get started with an online quote for auto insurance and learn about discounts to save money. Protect your home with insurance products from Farmers®, a company with over 80 years of experience. Jason Ortiz can help you review your life insurance policy and create a plan to provide financial support for your loved ones. Ensure your personal belongings are protected with renters insurance. For small businesses, Jason can help customize a business insurance package to reduce risks and protect investments. Get a quote for condo insurance to safeguard your possessions. Meet with Jason Ortiz, a Farmers Insurance and Financial Services agent, to build a solid financial plan. For added coverage, consider a personal umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates provide insurance underwritten by Farmers Insurance Company. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Contact Jason Ortiz at Farmers Insurance for more information.
600 San Pablo Ave Ste 201, Albany, CA 94706, United States -
Legacy CPA, Inc
● OpenLegacy CPA, Inc is a reputable accounting and finance institution located at 1035 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, Legacy CPA, Inc offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Legacy CPA, Inc to provide accurate and reliable financial solutions to help them achieve their goals.
1035 San Pablo Ave, Albany, CA 94706, United States -
Winspear Tony
● ClosedWinspear Tony is a reputable accounting and finance institution located at 828 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, Winspear Tony offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Winspear Tony is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, Winspear Tony is committed to helping you achieve your financial goals.
828 San Pablo Ave #204, Albany, CA 94706, United States -
Rabin & Company
● OpenRabin & Company is a reputable accounting and finance institution located at 400 Evelyn Avenue in Albany, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Rabin & Company for accurate and reliable financial advice to help them achieve their financial goals.
400 Evelyn Ave, Albany, CA 94706, United States -
My Books and Taxes
● OpenMy Books and Taxes is a professional accounting and finance institution located on Stannage Avenue in Albany, California, United States. Our team of experienced professionals offers a range of services including bookkeeping, tax preparation, and virtual controller services. We specialize in providing accounting services for immigration lawyers, helping them increase their bottom line and save time on administrative tasks. Our goal is to streamline processes and workflows for our clients, allowing them to focus on their core business activities and providing better services to their clients. Before you visit our institution, be sure to grab our FREE E-Book that offers valuable strategies for reducing taxes and keeping more of your hard-earned money. Our team is dedicated to helping you navigate the complex world of accounting and finance, ensuring that your books are clean, compliant, and ready for tax season. By choosing us, you can save money on associated costs of hiring an employee and benefit from fixed monthly rates with no surprises.
Stannage Ave, Albany, CA 94706, United States
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