Financial advisor near me in Emeryville, California

Merrill Investment & Retirement Financial Center is a finance institution located at 4120 San Pablo Avenue, Emeryville, California, United States. At Merrill, we have a team of Financial Solutions Advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for banking products, our advisors are here to help. We offer a range of services including brokerage, investment advisory, and financial planning. Contact us to schedule a meeting with a Merrill Advisor in Emeryville, CA, or search for an advisor's name or our parent company, "Merrill Lynch." Please note that investing in securities involves risks, and it's important to review all the information provided before making any investment decisions. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and subsidiary of Bank of America Corporation. For more information about our services and privacy policies, please review our Client Relationship Summary.

Principal Financial Group is a health and insurance agency located at 2000 Powell Street, Emeryville, California, United States. Our mission is to help you protect what matters most through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. With us, you can protect your life and wages, ensuring your loved ones can continue moving forward no matter what happens. Dedicate part of your paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing for your future with the help of our services. We provide 8 simple steps to help your money adapt as life changes and address the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck for transparency. Remember that all investments have inherent risks. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Principal Funds, Inc. and Principal Securities, Inc. are also part of the Principal Financial Group. Let us help you meet your money goals and plan for a secure future.

Clergy Tax Financial is a finance institution located at 1900 Powell Street in Emeryville, California, United States. We specialize in providing tax and financial services tailored specifically for clergy members. Our team of experts understand the unique financial needs and challenges that clergy members face, and are dedicated to helping them navigate the complexities of tax laws and regulations. Whether you are a pastor, priest, rabbi, or other religious leader, Clergy Tax Financial is here to help you manage your finances with confidence and peace of mind. Contact us today to learn more about our services.

Mariner Wealth Advisors is a premier financial institution located at 6425 Christie Avenue in Emeryville, California, United States. With a team of experienced wealth advisors, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. From retirement planning to estate planning, Mariner Wealth Advisors offers personalized solutions tailored to each client's unique needs and objectives. With a commitment to excellence and a focus on building long-term relationships, they strive to provide exceptional service and guidance to help clients navigate the complexities of the financial world.

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.

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.

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.

Smith Services is a reputable accounting and finance institution located at 3996 San Pablo Avenue in Emeryville, California. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, and financial planning. At Smith Services, we are committed to helping our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how we can assist you with your financial needs.

Berkeley Research Group, located at 2200 Powell Street in Emeryville, California, is a unique consulting firm that brings together a diverse group of practitioners with deep industry experience from around the world. Our team of advisors is dedicated to transforming information into actionable insights, helping our clients stay ahead of the curve. With expertise in three core business lines, our professionals collaborate across practices to leverage their collective knowledge and provide innovative solutions. Whether it's data analysis, sector-specific strategies, or big-picture thinking, BRG offers a different approach to consulting that combines intelligence with practical direction.

Jerry Sung CPA & Associates is a reputable accounting and finance institution located at 1719 64th Street in Emeryville, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Jerry Sung CPA & Associates is dedicated to helping you achieve your financial goals with personalized and expert advice. Contact them today to learn more about how they can assist you with your financial needs.

The Wealth Wiz is a prestigious financial institution located at 1900 Powell Street in Emeryville, California, United States. Our team of experts specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on transparency, integrity, and innovation, we strive to empower individuals and businesses to make informed decisions about their finances. Whether you are planning for retirement, investing for the future, or seeking tax optimization strategies, The Wealth Wiz is here to guide you every step of the way. Visit us today to discover how we can help you secure a brighter financial future.

Monumental Life Insurance Co is a reputable insurance agency located at 6425 Christie Avenue in Emeryville, California, United States. With a strong commitment to providing reliable and comprehensive insurance solutions, Monumental Life Insurance Co offers a wide range of policies to meet the needs of individuals and families. Their experienced agents are dedicated to helping clients find the right coverage for their unique circumstances, ensuring peace of mind and financial security for the future. Trust Monumental Life Insurance Co to protect what matters most to you.

The Transamerica Agency Network is an insurance agency located at 2200 Powell Street in Emeryville, California. As part of the Transamerica Corporation, our agency offers a wide range of insurance products and services to protect our clients' financial well-being. Our team of experienced agents is dedicated to providing personalized solutions to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment options, we are here to help you secure your future. Contact us today to learn more about how we can assist you in achieving your financial goals.

Caldwell Flores Winters Inc is a reputable finance institution located at 6425 Christie Avenue in Emeryville, California, United States. With a strong track record of providing expert financial services, they are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, financial planning, or wealth management services, Caldwell Flores Winters Inc has the expertise and experience to guide you towards a secure financial future. Trust in their team of professionals to provide personalized solutions tailored to your individual needs.

Uh Huh Enterprises, Inc. is a reputable accounting and finance institution located at 1900 Powell Street in Emeryville, California, United States. With a team of experienced professionals, we provide top-notch financial services to businesses and individuals alike. Our expertise in accounting and finance allows us to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Uh Huh Enterprises, Inc. is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Nakahara Accountancy Corporation is a reputable accounting and finance institution located at 1520 Park Avenue in Emeryville, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Nakahara Accountancy Corporation for accurate and reliable financial solutions tailored to their specific needs.