Financial consulting firms in Pleasant Hill, CA
10 results found
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Cefali & Cefali
● OpenCefali & Cefali is a reputable law firm located at 2800 Pleasant Hill Road in Pleasant Hill, California. Specializing in personal injury cases, our team of experienced lawyers is dedicated to helping victims seek justice and fair compensation. We understand the importance of comprehensive research in accident cases and use advanced tools to determine the worth of injuries and assets of defendants. Unlike other firms, we prioritize excellent client communication and provide each client with personal cell phone numbers for direct access. Our licensed attorneys handle cases from start to finish, ensuring expert legal representation throughout the process.
2800 Pleasant Hill Rd ste 100, Pleasant Hill, CA 94523, United States -
Greg Gorski CFP®
● OpenGreg Gorski CFP® is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. They specialize in managing assets for clients, with a minimum requirement of $500,000 in aggregate assets for their management services. Fees for their services are negotiable and can be paid either as a percentage of the account balance or as an up front annual fee. In addition to asset management, they also offer financial planning services based on clients' net worth and complexity of the case. Owl & Ore, the parent company of Greg Gorski CFP®, is a Registered Investment Advisor operating in California, Texas, and other exempt jurisdictions. For more information on their fees and services, please refer to their firm ADV Part II link.
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States -
Owl and Ore Wealth Planning
● ClosedOwl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States -
Protected Investors of America
● OpenProtected Investors of America is a trusted institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California. Specializing in finance and ATM services, this institution is dedicated to safeguarding the investments of its clients and providing secure financial transactions. With a commitment to protecting the interests of investors, Protected Investors of America is a reliable choice for all your financial needs.
2255 Contra Costa Blvd #207, Pleasant Hill, CA 94523, United States -
KPR & Associates LLP
● ClosedKPR & Associates LLP is a reputable accounting and finance firm located at 2300 Contra Costa Boulevard in Pleasant Hill, California, United States. Our team of experienced professionals offer a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2300 Contra Costa Blvd, Pleasant Hill, CA 94523, United States -
CCA LLP- Certified Public Accountants
● ClosedCCA LLP- Certified Public Accountants is a leading accounting and finance firm located at 2300 Contra Costa Boulevard in Pleasant Hill, California, United States. Our team of skilled professionals are dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, integrity, and client satisfaction, we offer a wide range of services including tax preparation, auditing, consulting, and financial planning. Trust CCA LLP- Certified Public Accountants for all your accounting needs.
2300 Contra Costa Blvd # 220, Pleasant Hill, CA 94523, United States -
Brokstein & Associates CPAs LLP
● ClosedBrokstein & Associates CPAs LLP is a leading accounting and finance institution located at 2300 Contra Costa Boulevard in Pleasant Hill, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Brokstein & Associates CPAs LLP for all your accounting and finance needs.
2300 Contra Costa Blvd #230, Pleasant Hill, CA 94523, United States -
Strand Boyce O'Shaughnessy, CPAs, Inc.
● ClosedStrand Boyce O'Shaughnessy, CPAs, Inc. is a reputable accounting and finance institution located at 3480 Buskirk Avenue in Pleasant Hill, California. Since 1981, SBO has been dedicated to assisting closely held businesses and individuals with their tax and accounting needs. The team at SBO values the trust that clients place in them and takes pride in helping clients plan for a secure financial future. They emphasize the importance of working together with other financial advisors to create a comprehensive financial plan. SBO encourages clients to seek advice before making financial decisions to avoid complications in the future. The firm offers solutions to various financial and tax issues that may arise in both business and personal life. Contact SBO at (925) 934-1191 or hello@sbo-cpa.com for expert financial guidance and support.
3480 Buskirk Ave, Pleasant Hill, CA 94523, United States -
Maze & Associates Accounting Corporation
● ClosedMaze & Associates Accounting Corporation is a reputable accounting firm located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and customer satisfaction, Maze & Associates is the go-to choice for all your accounting needs in the United States.
3478 Buskirk Ave #217, Pleasant Hill, CA 94523, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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