Financial advisor near me in Berkeley, California

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.

Peter Barnes Team - CrossCountry Mortgage is a leading finance institution located at 1385 Shattuck Avenue in Berkeley, California. With a strong reputation for providing top-notch mortgage services, the team at Peter Barnes is dedicated to helping clients achieve their financial goals. Whether you are looking to purchase a new home or refinance your current mortgage, their expert team is here to guide you through the process with personalized solutions tailored to your needs. Trust Peter Barnes Team - CrossCountry Mortgage for all your mortgage needs in the Berkeley area.

Larry Sneed - State Farm Insurance Agent is an insurance agency located at 11881 Skyline Boulevard in Oakland, California. As an Oakland native and former Board Member of the Oakland Private Industry Council and Oakland Youth Chorus, Larry Sneed brings a wealth of experience to his clients. With a B.A. from Cal State University Hayward, Larry and his team provide free auto quotes by phone, email, and online, as well as life insurance to support family expenses after death. They serve Oakland, Berkeley, San Leandro, and the entire Bay Area. At Larry Sneed State Farm, the team is dedicated to helping clients manage risks, recover from the unexpected, and achieve their dreams. They offer various insurance and financial services, including auto, life, health, retirement, and savings goals. Whether you need assistance with income tax preparation, rural road driving safety tips, or Halloween vandalism prevention, Larry Sneed and his team are here to help.

H&R Block is a renowned accounting and finance institution located at 1900 University Avenue in Berkeley, California, United States. With a team of experienced professionals, 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 complexities of the financial world and achieve your financial goals. Visit us today to experience our top-notch services and expertise firsthand.

Sharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.

Neda Mohammadi at CrossCountry Mortgage is a reputable finance institution located at 1385 Shattuck Avenue in Berkeley, California. With NMLS# 257838, Neda Mohammadi offers expert mortgage services to clients in the United States. Whether you are looking to purchase a new home or refinance your current mortgage, Neda Mohammadi can provide personalized solutions to meet your financial needs. Trust Neda Mohammadi at CrossCountry Mortgage for professional and reliable mortgage services in the Berkeley area.

D. A. Flowers & Company, LLC is a finance institution located at 1400 Shattuck Avenue in Berkeley, California, United States. Specializing in comprehensive personal financial planning and investment management on a fee-only basis, D. A. Flowers & Company caters to families and individuals looking to secure their financial futures. Their collaborative approach to financial planning ensures that your short, medium, and long term goals are met, while their investment management services focus on prudent allocation of resources to achieve financial success and security. As a fee-only firm, D. A. Flowers & Company does not receive commissions or sell financial products, providing unbiased advice and services to their clients. Established in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) dedicated to helping clients achieve their financial goals.

Deduction Detectives is a renowned accounting and finance institution located at 2161 Shattuck Avenue in Berkeley, California, United States. Our team of highly skilled professionals specializes in uncovering hidden deductions and maximizing financial savings for our clients. With years of experience and expertise in the field, Deduction Detectives is dedicated to providing top-notch financial services to individuals and businesses alike. Trust us to help you navigate the complex world of accounting and finance with precision and accuracy.

Renew Group CPA Profit Improvement, located at 2936 Domingo Avenue in Berkeley, California, is a leading institution that specializes in helping businesses improve their profitability. Our unique Pareto for Profit™ analysis helps identify areas where revenue can be increased, tax season chaos can be eliminated, and scalability can be achieved. With our Blueprint for a Better Business Model and a Better Life, we work with clients like Scott, Jennifer, and Perry to align their goals, reduce workloads, and consistently hit targets. Our resources and community provide support for making necessary changes and achieving success.

Lopez Luis M CPA is a reputable accounting and finance institution located at 1760 Solano Avenue in Berkeley, California, United States. With years of experience in the industry, the institution offers a wide range of services including tax preparation, auditing, financial planning, and more. The team of professionals at Lopez Luis M CPA are dedicated to providing top-notch financial solutions to individuals and businesses alike. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals with precision and expertise.

Bay CPA Plus is a renowned accounting firm located at 1172 San Pablo Avenue in Berkeley, California. With a team of experienced and dedicated certified public accountants, we offer a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and consulting services. At Bay CPA Plus, we are committed to providing our clients with personalized and professional service to help them achieve their financial goals. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

The Campus Store is a convenient one-stop shop located at 1804 Euclid Avenue in Berkeley, California. This institution offers a wide variety of snacks, drinks, and other essentials for students and faculty members alike. Whether you need a quick bite to eat between classes or last-minute supplies for a project, The Campus Store has you covered. With its convenient location on campus, it's the perfect place to grab a snack or pick up any necessary items without having to leave the university grounds. Visit The Campus Store today for all your convenience store needs.

Couch & Associates, Inc. is a reputable accounting and finance institution located at 2001 Addison Street in Berkeley, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial futures. Visit us today to see how we can assist you with your financial needs.

Marlyce Johnson Tax Prep is a trusted accounting and finance institution located at 825 Page Street in Berkeley, California, United States. With years of experience, our team of professionals provides expert tax preparation services to individuals and businesses alike. We are dedicated to helping our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, filing, or auditing, Marlyce Johnson Tax Prep is here to provide personalized and reliable service. Visit us today to experience the difference our expertise can make in your financial success.

Charles Schwab is a renowned financial institution located at 1995 University Avenue in Berkeley, California. Offering a wide range of financial services including investment advice, wealth management, and retirement planning, Charles Schwab is dedicated to helping individuals achieve their financial goals. With a commitment to transparency, integrity, and customer service, Charles Schwab has become a trusted name in the finance industry. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is here to provide expert guidance and support.

Fidelity Investments is a renowned financial institution located at 1995 University Avenue in Berkeley, California, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and manage their wealth. From retirement planning to wealth management, Fidelity Investments offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced financial experts, Fidelity Investments is dedicated to helping clients achieve their financial goals and secure their financial future.

F. E. Forbes Company, Inc. is a finance institution located at 1795 Solano Avenue in Berkeley, California, United States. With a reputation for excellence and expertise in financial services, F. E. Forbes Company, Inc. offers a range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, the experienced professionals at F. E. Forbes Company, Inc. are dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.

Bartle Wells Associates is a reputable accounting and finance institution located at 1889 Alcatraz Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Bartle Wells Associates is the trusted partner you need.

Walnut Street Tax Services is a reputable accounting and finance institution located at 2001 Hopkins Street in Berkeley, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. From tax preparation to financial planning, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Trust Walnut Street Tax Services for all your accounting and finance needs.

The Law Offices of Richard C. Naish is a prestigious institution located at 1760 Solano Avenue in Berkeley, California, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. With a focus on delivering personalized solutions and achieving successful outcomes, we are committed to upholding the highest standards of professionalism and integrity. Contact us today to learn more about how we can assist you with your legal needs.

Patpatia & Associates is a leading institution located at 125 University Avenue in Berkeley, California, United States. Our mission is to empower our clients to grow their businesses and enhance profitability. With our extensive market knowledge and customized research, we develop highly tailored strategies to help evolve our clients' businesses. Recently, Apollo Insurance Juggernaut Circles $105B in New Assets, showcasing our ability to deliver results for our clients. We are committed to helping you achieve your business objectives with our custom strategies and solutions.

Albert J. Harrison, II CPA is a reputable accounting and finance institution located at 3255 Adeline Street in Berkeley, California, United States. With a focus on providing top-notch financial services, including tax preparation, auditing, and consulting, the institution is committed to helping individuals and businesses navigate their financial needs with precision and expertise. Led by Albert J. Harrison, II, a certified public accountant with years of experience in the industry, clients can trust in the institution's dedication to delivering personalized and professional financial solutions.

Mc Keown & Associates is a reputable law firm located at 2550 Ninth Street in Berkeley, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, we strive to offer personalized and effective solutions to meet the unique needs of each individual case. With a commitment to excellence and a track record of success, Mc Keown & Associates is your trusted partner in navigating the legal system. Contact us today for a consultation.

Magarian Richard D is a finance institution located at 2231 Carleton Street in Berkeley, California, United States. With a focus on providing expert financial services to individuals and businesses, Magarian Richard D offers a range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Magarian Richard D is dedicated to helping you achieve your financial goals. Visit their office in Berkeley today to learn more about how they can help you secure your financial future.

Effective Assets is a finance and insurance agency located at 1510 Walnut Street, Berkeley, California, United States. As a registered investment adviser with the Securities and Exchange Commission, we provide personalized investment advice to our clients. Our team of experts offers professional financial guidance and insurance solutions to help individuals and businesses achieve their financial goals. Please note that the information provided on our website is for informational purposes only, and individualized responses to consumers in a specific state will comply with jurisdiction requirements. Contact us today to discuss your financial needs with our experienced advisors.

Elmwood Wealth Management is a reputable finance institution located at 2027 Fourth Street in Berkeley, California, United States. With a team of experienced financial advisors, Elmwood Wealth Management offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Clients can expect personalized financial solutions tailored to their specific needs and goals. Trust Elmwood Wealth Management to help you secure your financial future and achieve your financial aspirations.

KNN Public Finance is a reputable finance institution located at 2054 University Avenue in Berkeley, California, United States. We specialize in providing expert financial services to both individuals and businesses, helping our clients achieve their financial goals and objectives. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with tax optimization, KNN Public Finance is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Justin Martello, CFP is a finance institution located at 1510 Walnut Street in Berkeley, California, United States. As a part of Effective Assets, Inc., a registered investment adviser with the Securities and Exchange Commission, Justin Martello offers personalized investment advice to clients. The institution follows strict guidelines to ensure compliance with jurisdiction requirements and state exemptions. All information provided on their website is for informational purposes only, and clients are encouraged to seek advice from a financial advisor, accountant, or legal counsel before making any financial decisions. Opinions expressed by Justin Martello are based on reliable sources and expertise in the field of finance.

Blume Capital Management Inc, located at 1708 Shattuck Avenue in Berkeley, California, is a finance institution that provides investment advisory and financial planning services. Founded by Jim Blume in 1993, the firm offers unbiased financial guidance to individuals and families, with a focus on value-focused investing discipline. With decades of investment experience, the principals at Blume Capital aim to carefully steward their clients' assets and help them grow and protect their wealth over the long term. The institution prides itself on transparent communication, understanding clients' goals, and building enduring relationships to serve their evolving needs. Contact Blume Capital at (510) 549-3534 or info@blumecapital.com to learn more about how they can bring order and direction to your financial life.

Dornbusch Associates is a renowned finance institution located at 2907 Claremont Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their dedication to providing personalized solutions and expert advice sets them apart in the industry. Visit Dornbusch Associates today to secure your financial future.