TOP 30 Financial consulting services in Oakland, California

310 results found

Trilogy Business & Tax Service, Inc is a reputable accounting and finance institution located at 4615 Edgewood Avenue in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Trilogy Business & Tax Service, Inc is dedicated to helping you achieve your financial goals and maximize your profits. Trustworthy, reliable, and efficient, they are committed to providing top-notch services to their clients.

Kwiktax Service is a professional accounting and finance institution located at 888 98th Avenue in Oakland, California, United States. Our team of experienced professionals provides top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial planning. Trust Kwiktax Service to handle all your accounting needs with speed and precision.

Harry's Income Tax Services is a reputable accounting and finance institution located at 2667 Havenscourt Boulevard in Oakland, California. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their tax and financial needs. Whether you need assistance with income tax preparation, bookkeeping, or financial planning, Harry's Income Tax Services is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you navigate the complex world of taxes and finance.

CBA Tax Service, located at 6681 Foothill Boulevard in Oakland, California, is a reputable institution specializing in accounting and finance services. With a focus on providing personalized assistance to clients in distress, CBA Tax Service stands out for its expertise and compassionate approach. The founder, Carolyn, is a member of the Certified Tax Preparer Council in California, ensuring that clients receive up-to-date information and guidance on tax laws. Clients praise Carolyn's thoroughness, timeliness, and responsiveness, making her a trusted resource for all their tax preparation needs. Whether you're facing a complex tax situation or simply need assistance with financial planning, CBA Tax Service is dedicated to providing high-quality service with a personal touch.

Wing On Affordable Auto Insurance in Oakland, CA is a trusted insurance agency located at 212 9th Street. Specializing in providing affordable auto insurance solutions, their team of experts is dedicated to helping clients find the best coverage for their vehicles. With a focus on accounting and finance, they strive to offer personalized service and competitive rates to ensure peace of mind on the road. Whether you are a new driver or looking to switch providers, Wing On Affordable Auto Insurance is committed to delivering top-notch service and reliable protection for all your insurance needs.

Beyond Bookkeeping Services is a leading accounting and finance institution located at 4200 Park Boulevard in Oakland, California, United States. Our team of experienced professionals goes beyond traditional bookkeeping services to provide comprehensive financial solutions for individuals and businesses. From tax preparation and financial planning to payroll services and budget analysis, we are dedicated to helping our clients achieve their financial goals. With a focus on accuracy, efficiency, and personalized service, Beyond Bookkeeping Services is your trusted partner for all your accounting and finance needs.

Pro Legal Services is a reputable institution located at 1590 Oakland Road in San Jose, California. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a commitment to excellence and a wealth of experience in the industry, Pro Legal Services is your go-to destination for all your financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Visit us today and experience the difference that Pro Legal Services can make for you.

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.

Maria Wong - State Farm Insurance Agent is an insurance agency located at 1000 Broadway, Oakland, California, United States. Our experienced agent, Maria Wong, is dedicated to providing exceptional services to our customers. With a bachelor's degree in communications from Hong Kong Baptist University, Maria has a strong background in effective communication and understanding customers' needs. She is also a Chartered Life Underwriter (CLU) and has been awarded the Legion of Honor for her outstanding contributions in the industry. Maria is also a Chartered Financial Consultant (ChFC), emphasizing her proficiency in comprehensive financial services. Outside of her professional achievements, Maria is an active member of the community, volunteering at Friends of Children of Special Needs. We are here to help you navigate the changes happening in the California insurance market and ensure you have the right coverage. Insure your love and protect your future with us. Contact us for a coverage review today. Remember to not include sensitive personal information when contacting us. If you have difficulty using our website, please call (510) 834-3634. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Remember to consult a tax or legal advisor for personalized advice.

Wynn Insurance Agency is a reputable health insurance agency located at 1590 Oakland Road in San Jose, California. Our experienced team is dedicated to providing personalized insurance solutions to meet the specific needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best plan for you. Contact us today to learn more about our services and how we can help protect your health and financial well-being.

6th & Oak Associates is a reputable real estate agency located at 609 Oak Street in Oakland, California, United States. With years of experience in the industry, our team of dedicated professionals is committed to providing top-notch real estate services to our clients. Whether you are looking to buy, sell, or rent a property, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with your real estate needs.

Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 638 Webster Street in Oakland, California, United States. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the institution helps clients navigate the uncertainties of retirement planning in a world of increased life expectancy and economic volatility. Whether you are in the wealth accumulation stage or planning for retirement, the team at Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth offers comprehensive consulting services and financial tools to help you achieve your financial goals. Visit their website to learn more about their services and meet their professional and experienced team of agents dedicated to helping you secure a financially stable future for you and your family.

Brady Thomas | LaSalle Mortgage - NMLS #396946 is a finance institution located at 4200 Broadway in Oakland, California, United States. They specialize in providing mortgage services to individuals and families looking to purchase or refinance their homes. With a focus on personalized service and a commitment to finding the best loan options for their clients, Brady Thomas | LaSalle Mortgage is dedicated to helping people achieve their homeownership goals. Their team of experienced professionals are knowledgeable about the mortgage industry and strive to make the home loan process as smooth and efficient as possible. Contact them today to learn more about their services and how they can help you with your mortgage needs.

Vic Joshi's Straight Deal Mortgage is a finance institution located at 4811 Telegraph Avenue in Oakland, California, United States. As an award-winning mortgage consultant and branch manager, Vic Joshi offers expert help navigating the local mortgage market. With over 21 years of experience in the industry, Vic is passionate about helping home buyers get the loan they need for the home they want. Specializing in bank statement loans for self-employed individuals, contractors, freelancers, and business owners, Vic provides personalized service to ensure clients understand their financing options. With a focus on financial clarity, equity building, and affordability assessment, Vic guides clients through the mortgage process to find the best solution for their needs.

Darya Sara Druch Attorney At Law is a finance and lawyer institution located at 1305 Franklin Street, Oakland, California, United States. With decades of experience in practicing bankruptcy law since the 1980s, our firm is dedicated to helping individuals and businesses successfully file for bankruptcy and have their debts discharged. Our focus is on providing personalized care to all bankruptcy seekers, representing clients in all types of bankruptcy cases and handling litigation when necessary. We believe in giving clients a fresh start and guiding them through the process efficiently and effectively. Our services include discharging unsecured debts, restructuring payments on debts that cannot be discharged, and representing clients in bankruptcy court when needed. Contact us today for a free consultation to explore your options and start a new beginning.

Vaught & Boutris LLP is a prestigious accounting, finance, and legal institution located at 7677 Oakport Street in Oakland, California. With a team of experienced professionals, they provide expert services in financial planning, tax preparation, auditing, and legal representation. Their commitment to excellence and dedication to client satisfaction have earned them a reputation as a trusted partner for individuals and businesses seeking comprehensive financial and legal solutions. Whether you need assistance with tax compliance, financial consulting, or legal advice, Vaught & Boutris LLP is here to help you navigate the complexities of the financial and legal landscape with confidence and peace of mind.

The Fuller Law Firm, PC is a finance and lawyer institution located at 60 North Keeble Avenue, San Jose, California, United States. Specializing in bankruptcy cases, the firm is dedicated to helping individuals find a brighter financial future. With a focus on providing exceptional service to clients throughout the Bay Area, including Oakland and Salinas, their team of California bankruptcy attorneys are committed to guiding you through the process with care and expertise. With over 90% of their practice dedicated to bankruptcy, The Fuller Law Firm, PC has extensive experience in Chapter 7, Chapter 11, and Chapter 13 cases. Unlike other firms that may dabble in various areas of law, their specialized focus ensures that you receive the best possible advice tailored to your specific situation.

Ken Bullock - State Farm Insurance Agent is located at 4490 Piedmont Avenue in Oakland, California. Situated across the street from the 'Chapel of Chimes' with a cross street of Ramona St, this insurance agency offers a range of services to help individuals with their financial planning needs. Whether you are looking to create a personal financial plan, establish a special needs financial plan, or learn about DIY auto maintenance to save on repair costs, Ken Bullock and his team are here to assist you. They can provide information on life insurance, annuities, and pet insurance products, all underwritten by reputable companies.

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.

Mat Dahms - State Farm Insurance Agent is a boutique insurance agency located at 4400 Keller Avenue in Oakland, California. Situated in the Ridgemont Plaza near the Oak Knoll development, our office is dedicated to providing personalized and responsive service to our customers. As a team with a combined 25 years of insurance experience, we offer a range of insurance products including Auto, Life, Financial services, Motorcycle, Pet, and Electric Vehicle insurance. Our goal is to help each customer understand their insurance needs and navigate the complex California insurance environment.

Farmers Insurance - Margarita Rodriguez is an insurance agency located at 3028 International Boulevard in Oakland, California. As your local Farmers® agent, Margarita Rodriguez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Margarita has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers® has a reputation for providing reliable insurance products to protect your assets in the event of disaster. Margarita can also assist with life insurance, renters insurance, condo insurance, and umbrella insurance policies to provide added protection for your assets and future earnings. For small business owners, Margarita can help customize a business insurance package to reduce risk and protect your investment. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan to secure your future. To learn more about the services offered by Farmers Insurance - Margarita Rodriguez, contact Margarita for a personalized consultation.

Bains Accountancy Corporation is a reputable accounting and finance institution located at 1590 Oakland Road in San Jose, California. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bains Accountancy Corporation is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.

Evans Law Firm, Inc. is a reputable institution located at 6701 Center Drive West in Los Angeles, California. Specializing in legal services for elder abuse and financial fraud cases, our team of experienced attorneys is dedicated to advocating for the rights of our clients. Lead attorney Ingrid Evans, with over 15 years of experience, has a successful track record in litigation and has recovered millions of dollars for injured victims. We take a personalized and solution-oriented approach to each case, ensuring that our clients receive the attention and resources they deserve. Serving areas throughout California, including San Francisco, Oakland, Sacramento, and San Jose, our team is committed to providing high-quality legal services tailored to meet the unique needs of each individual. Contact us today for a consultation and let us fight for your rights.

Cline Law Group is a reputable finance and legal institution located at 1970 Broadway in Oakland, California, United States. Our team of experienced lawyers specializes in a wide range of legal services including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and effective legal solutions to meet their specific needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

The Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.

Ainer & Fraker, LLP is a renowned accounting, finance, and legal firm located at 7677 Oakport Street in Oakland, California, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and legal advice. Whether you are an individual, small business, or corporation, Ainer & Fraker, LLP is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trust in their years of experience and commitment to excellence for all your financial and legal needs.

The Castillo Law Office is a high-quality legal institution located at 4400 Keller Avenue in Oakland, California. The firm is led by Attorney Castillo, a former extern for a federal judge, who provides aggressive advocacy to pursue the best possible outcome for clients. Attorney Castillo is a member of The National Trial Lawyers: Top 100 Trial Lawyers and has received prestigious awards for his professionalism and integrity. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. Attorney Castillo has a successful track record, including the dismissal of a murder conviction and winning a case with a life sentence. The firm represents clients throughout Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, as well as Alameda and Contra Costa counties.

Williams, Adley & Company-CA, LLP is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of financial services including auditing, tax preparation, consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with financial planning, compliance, or any other accounting needs, Williams, Adley & Company-CA, LLP is here to assist you every step of the way.

Harshwal & Company LLP is a leading accounting and finance institution located at 333 Hegenberger Road in Oakland, California, United States. We specialize in transforming organizations to be prepared for tomorrow, offering tailored solutions to meet our clients' complex requirements. Our team is constantly learning and upskilling to stay at the forefront of technological advancements in the industry. At Harshwal & Company, LLP, we prioritize building lasting relationships with our clients and delivering value in all that we do. Our Mobile App allows clients to access business insights, send requests for proposals for accounting, auditing, and IT services, register for training, stay updated on news articles and events, and even submit resumes.

The Wilkerson Law Office, located at 2323 Broadway in Oakland, California, is a unique institution that combines legal services with business coaching to help entrepreneurs build their businesses and leave a lasting legacy. Led by Asha Wilkerson, a licensed attorney and business coach, the office provides the tools and strategies needed to grow a business, protect intellectual property, and overcome mindset blocks. Through the Transcend podcast and blog, entrepreneurs can find motivation, inspiration, and support on their entrepreneurial journey. Whether you are just starting out or looking to protect and grow your existing business, The Wilkerson Law Office can provide the guidance and resources needed to succeed. Visit us today to learn how to use your business to build wealth and create generational wealth for yourself and your family.