TOP 30 Financial consultation in Berkeley, California

104 results found

The Law Office of Matthew Bruns is a reputable institution located at 2081 Center Street in Berkeley, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch legal representation and financial advice to our clients. With a focus on integrity, reliability, and expertise, we strive to deliver personalized solutions tailored to meet the unique needs of each individual or business we serve. Contact us today to schedule a consultation and see how we can help you achieve your legal and financial goals.

Gary Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 1801 Murchison Drive in Burlingame, California. With over 40 years of experience in the insurance and financial industry, Gary Hernandez is dedicated to helping individuals and businesses protect their assets and secure their financial future. As a proud graduate of the University of California, Berkeley, Gary has a strong educational background that he utilizes to provide his customers with personalized and up-to-date advice. Gary Hernandez is a member of the NAIF and has received the National Quality Award for Life Insurance, showcasing his commitment to excellence in serving his customers. With a background in college and professional baseball, Gary brings qualities such as discipline, teamwork, and perseverance to his professional life. He is passionate about helping his customers achieve their financial goals and make informed decisions about their insurance and financial needs.

Frank Leon - State Farm Insurance Agent is a reputable insurance agency located at 1851 North Gaffey Street in Los Angeles, California. With a background in Economics from the University of California at Berkeley, Frank Leon is a trusted State Farm Agent since 2006. Fluent in Spanish and a lifelong resident of Wilmington, Frank is also actively involved in the community as a coach for AYSO & Little League, a member of the Wilmington Chamber of Commerce, and a Legion of Honor and Travel Qualifier. As a loving husband and proud father of five children, Frank understands the importance of protecting what matters most to his clients. Frank and his bilingual team are dedicated to providing remarkable customer service and building relationships with their customers. They offer a range of insurance products, including life insurance and annuities, to help individuals and families plan for the future. Additionally, they can assist with pet insurance options through American Pet Insurance Company and ZPIC Insurance Company.

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.

Richard D. Hoffman Law Offices, located at 8383 Wilshire Boulevard in Beverly Hills, California, is a trusted institution specializing in legal services. Our dedicated team of lawyers is committed to ensuring that you receive the rightful compensation you deserve in the United States. We understand that accidents can lead to physical, emotional, and financial hardships, and we are here to help you navigate through these challenging times. Whether you or a loved one has been injured, we are prepared to assist you at any time. Contact our office to schedule a free consultation and learn more about your options. We believe in fighting for your rights and obtaining the maximum compensation possible to help you rebuild and move forward.

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.

Cheasty, Cheasty & Malek, LLP is a reputable law firm located at 125 University Avenue in Palo Alto, California, United States. Our team of experienced attorneys specializes in personal injury cases and serves clients not only in Berkeley but also in Albany, San Jose, and the Bay Area. With decades of combined experience, we have successfully represented numerous injured individuals and recovered tens of millions of dollars on their behalf. At Cheasty, Cheasty & Malek, LLP, we understand the complexities of California personal injury law and are dedicated to providing our clients with strong representation throughout the legal process. We believe that you should not have to bear the financial burden of your injury-related expenses if the accident was not your fault. Our team will fight tirelessly to secure the fair and full compensation you deserve.

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.

Affinity Capital Advisors LLC is an independent financial planning and registered investment advisory firm located at 825 Page Street in Berkeley, California. We offer a wide range of services to individual investors, families, small businesses, non-profits, and foundations. Our team believes in the importance of establishing a trusted relationship through communication in order to provide the greatest value to our clients. As a Registered Investment Adviser, we are committed to helping our clients achieve their financial goals while managing risk. Contact us today to learn more about how we can assist you in reaching your financial objectives. Please note that past performance is not indicative of future returns and investing involves risk. Advisory services are only offered where we are properly licensed or exempt from licensure.

David Stern CFO is a reputable finance institution located at 2111 San Pablo Avenue in Berkeley, California, United States. As a leading provider of financial services, David Stern CFO offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals, they specialize in financial planning, budgeting, risk management, and investment strategies. Whether you are an individual or a business in need of financial advice, David Stern CFO is dedicated to providing personalized and reliable services to meet your specific needs.

Willow Grove Advisors is a reputable financial consulting firm located at 2040 Bancroft Way in Berkeley, California. With a team of experienced advisors, they provide personalized financial planning and investment management services to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Willow Grove Advisors can provide expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

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.

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.

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.

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.

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.

Vega Economics is a prestigious institution located at 2040 Bancroft Way in Berkeley, California, United States. Known for its innovative approach to economics education, Vega Economics offers a comprehensive curriculum that combines theoretical knowledge with practical applications. The faculty at Vega Economics are renowned experts in their field, providing students with a unique learning experience that prepares them for success in the competitive world of economics. With state-of-the-art facilities and a vibrant academic community, Vega Economics is the perfect place to pursue a career in economics.

Catherine Woodman, Impact Investors is a finance institution located at 1510 Walnut Street in Berkeley, California, United States. We specialize in providing investment opportunities that make a positive impact on society and the environment. Our team of experts carefully select projects and companies that align with our values of sustainability and social responsibility. At Catherine Woodman, Impact Investors, we believe in using our financial resources to create a better world for future generations.

EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.

HFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.

Fruition Advisors LLC is a finance institution located at 1159 Keith Avenue in Berkeley, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and maximize their investments. We offer personalized financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Fruition Advisors LLC is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Broderick Mary D is a finance institution located at 1615 Martin Luther King Junior Way in Berkeley, California, United States. Specializing in financial services, Broderick Mary D offers a range of financial products and solutions to meet the needs of individuals and businesses. With a focus on personalized service and expert advice, clients can trust Broderick Mary D to help them navigate the complexities of the financial world and achieve their financial goals.

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.

Topel & DiStasi Wealth Management is a leading finance institution located at 2907 Claremont Avenue in Berkeley, California, United States. Our team of experienced financial advisors provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you navigate the complexities of the financial world. With a focus on trust, integrity, and expertise, Topel & DiStasi Wealth Management is committed to providing top-notch financial guidance to our clients.

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.

The Henry Levy Group, located on Solano Avenue in Berkeley, California, is a trusted institution specializing in accounting and finance services. Serving small to midsize businesses, nonprofit organizations, and individuals, we provide a wide range of services including Tax Planning and Compliance, Client Accounting Services, and Consulting Services. Our team of experts offers relevant and understandable solutions with responsive service to clients in the Bay Area and beyond. With specialized expertise in various areas, we are committed to serving our communities through pro bono work and financial support to local organizations. As a locally-owned Firm, we take pride in our dedication to providing high-quality services and making a positive impact in the communities we serve.

BAE Urban Economics is a prominent general contractor located at 2030 Addison Street in Berkeley, California, United States. With a strong focus on urban development and economic analysis, BAE Urban Economics offers a wide range of services to clients in the public and private sectors. Their team of experts is dedicated to delivering high-quality projects that contribute to the growth and sustainability of urban communities. Whether you are looking for assistance with feasibility studies, economic impact assessments, or development planning, BAE Urban Economics has the knowledge and experience to help you achieve your goals.