The 30 Best Financial consultation teams in Berkeley, California

Berkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.

Chang & Associates Financial Advisors is a leading finance institution located at 2820 Telegraph Avenue in Berkeley, California, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our advisors are here to guide you every step of the way. Trust Chang & Associates Financial Advisors to provide you with expert financial advice and solutions tailored to your individual needs.

Edward Jones - Financial Advisor: William Fried is a trusted financial institution located at 2161 Allston Way in Berkeley, California. As a dedicated financial advisor, William Fried provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, William Fried and the team at Edward Jones are here to provide expert guidance and support every step of the way.

Financial Connections Group is a leading finance institution located at 2608 Ninth Street in Berkeley, California. Our team of experienced professionals is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. With a focus on building strong relationships and delivering exceptional service, Financial Connections Group is committed to helping you make the most of your financial future.

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.

Capius Consulting is a leading management consulting firm located at 3132 Lewiston Avenue in Berkeley, California. Our team of experienced consultants provides strategic guidance and innovative solutions to help businesses achieve their goals and drive growth. With a focus on delivering measurable results, we work closely with our clients to develop customized strategies and implement effective processes. Whether you are looking to improve operational efficiency, enhance customer experience, or expand into new markets, Capius Consulting is here to help. Contact us today to learn more about how we can support your business success.

Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.

Merrill Lynch Financial Advisor Alan Wong, located at 555 California Street, San Francisco, California, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With 16 years of experience in the financial services industry, Alan Wong follows a disciplined process to provide excellent service and investment guidance tailored to your short- and long-term objectives. He holds a Chartered Financial Analyst designation and graduated from UC Berkeley with degrees in Economics and Political Science. Alan Wong is committed to serving the community and volunteers with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting your financial approach as your life changes.

Tammy Plotkin-Oren, Financial Advisor at TPO Financial & Insurance Services, located at 821 Delaware Street in Berkeley, California, is dedicated to providing expert financial guidance and insurance services to help clients secure their family's future and align their money choices with their values. With a focus on serving professional advisors, Tammy and her team offer personalized financial planning to help clients navigate major life changes, such as job transitions, retirement, or inheritances. As fiduciaries, they always prioritize the client's best interests, providing peace of mind and confidence in their financial decisions. Tammy, a parent of three daughters and a UC Berkeley alumna, understands the complexities of midlife and is passionate about helping clients feel secure about their finances. With licenses to sell insurance and securities products through New York Life and NYLIFE Securities LLC, Tammy and her team offer investment advisory services in various states. Whether you are considering life insurance, retirement planning, or charitable giving, Tammy Plotkin-Oren and her team at TPO Financial & Insurance Services are here to help you make informed and impactful financial choices.

LTC Financial Partners is a leading finance, health, and insurance agency located at 1510 Walnut Street in Berkeley, California, United States. Specializing in long-term care planning, they provide expert guidance and personalized solutions to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners is dedicated to helping clients navigate the complexities of long-term care insurance and secure their financial well-being. Contact them today to learn more about their services and how they can assist you in protecting your health and finances for the long term.

Abacus Financial Group LLC is a reputable accounting and finance institution located at 1600 Shattuck Avenue in Berkeley, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.

Berkeley Investment Advisors is a leading finance institution located at 201 Spear Street in San Francisco, California. Our team of experienced advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to deliver exceptional results and build long-lasting relationships with our clients. Contact us today to learn more about how Berkeley Investment Advisors can help you secure your financial future.

Lamorinda Financial Planning is a reputable finance institution located at 2832 College Avenue in Berkeley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Lamorinda Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Merrill Investment & Retirement Financial Center, located at 1536 Shattuck Avenue in Berkeley, California, is a finance institution offering personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance products, our team of Merrill Financial Solutions Advisors is here to assist you every step of the way. With a focus on relationship-based ads and online behavioral advertising, we strive to provide you with information about products and services that may be of interest to you. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.

Abacus Bookkeeping and Tax Service of Berkeley is a reputable institution located at 1600 Shattuck Avenue in Berkeley, California. Specializing in accounting and finance services, they offer expert assistance with bookkeeping and tax preparation for individuals and businesses alike. With a dedicated team of professionals, clients can trust Abacus to provide accurate and reliable financial solutions tailored to their specific needs. Whether you need help with managing your finances or navigating complex tax laws, Abacus Bookkeeping and Tax Service is here to help you achieve financial success.

Chang & Associates Tax & Financial is a comprehensive accounting, tax, and consulting firm located at 2855 Telegraph Avenue in Berkeley, California. Our experienced team serves closely-held businesses, their owners, and high net-worth individuals with a range of financial services. From traditional tax and accounting services to specialized consultation for financial growth, we are dedicated to helping our clients achieve their financial goals. Our office is conveniently located in the East Bay region of the San Francisco Bay Area, making it easily accessible for our clients.

Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.

P O Pack is a finance institution located at 1700 Shattuck Avenue in Berkeley, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today and let us help you achieve your financial goals.

Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.

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.

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.

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.

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.

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.

Merchant Estate Law is a reputable law firm located at 2081 Center Street in Berkeley, California. Specializing in estate planning, probate, and trust administration, our team of experienced lawyers is dedicated to providing personalized and comprehensive legal services to our clients. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate court, Merchant Estate Law is here to help. Contact us today to schedule a consultation and take the first step towards securing your family's future.

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.