Financial consulting services in Oakland, CA
289 results found
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P F Wealth Management Group
● ClosedP F Wealth Management Group is a leading finance institution located at 1970 Broadway in Oakland, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust P F Wealth Management Group to help you secure a prosperous financial future.
1970 Broadway Suite 525, Oakland, CA 94612, United States -
Modern Family Finance
● ClosedModern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
1999 Harrison St #1800, Oakland, CA 94612, United States -
SHAHIDI LLC
● ClosedSHAHIDI LLC is a finance institution located at 150 4th Street in Oakland, California, United States. At SHAHIDI LLC, we specialize in providing financial services to small business owners like DeAngelo, Owner of Guud Stuff, a pop-up style personal care shop. You can find Guud Stuff across the street from West Oakland Bart Monday-Saturday "Sun-up to Sundown." In addition to our financial services, we are dedicated to giving back to the community. We donate 10% of our profits to host community events like our 1st Annual Family Field Day. Our volunteers from The Crucible and West Oakland families showcase elements of the TAZ Foundation's 3 B's program. At SHAHIDI LLC, we are committed to supporting small businesses and making a positive impact in the community.
150 4th St, Oakland, CA 94607, United States -
The Claremont Group - Morgan Stanley
● OpenThe Claremont Group - Morgan Stanley is a prestigious finance institution located at 1999 Harrison Street in Oakland, California, United States. With a reputation for excellence and expertise in the financial industry, The Claremont Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, The Claremont Group - Morgan Stanley is committed to providing top-notch service and support.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
The McKenna Wealth Management Group - Morgan Stanley
● OpenThe McKenna Wealth Management Group at Morgan Stanley is a prestigious finance institution located at 1999 Harrison Street in Oakland, California. With a focus on providing top-tier financial services and personalized wealth management strategies, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. From investment planning to retirement savings, we offer comprehensive financial solutions tailored to each individual's needs. Trust in The McKenna Wealth Management Group at Morgan Stanley for expert guidance and unparalleled service in the world of finance.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
AM Advisors LLC
● ClosedAM Advisors LLC is a reputable accounting and finance institution located in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax preparation, financial planning, or investment management, our knowledgeable staff is here to help. Visit us at 1939 Harrison Street to learn more about how AM Advisors LLC can help you achieve your financial goals.
1939 Harrison St #170, Oakland, CA 94612, United States -
The Corvus Group - Morgan Stanley
● OpenThe Corvus Group - Morgan Stanley is a renowned finance institution located at 1999 Harrison Street in Oakland, California, United States. With a strong reputation for excellence in the financial industry, they offer a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals provides top-notch financial advice and services to clients, helping them achieve their financial goals and secure their future. Whether you are an individual investor or a large corporation, The Corvus Group - Morgan Stanley is dedicated to providing you with the highest level of service and expertise to help you navigate the complex world of finance.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
John W Brooker & Co CPAs
● ClosedJohn W Brooker & Co CPAs is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, and auditing. Their dedication to excellence and commitment to their clients make them a trusted partner for individuals and businesses seeking professional financial guidance.
7677 Oakport St # 300, Oakland, CA 94621, United States -
AC Christopher Accountancy Corp. CPA
● ClosedAC Christopher Accountancy Corp. CPA is a reputable accounting firm located at 401 Roland Way in Oakland, California. Specializing in accounting and finance services, our team of Certified Public Accountants (CPAs) is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and expertise in the industry, we offer a wide range of services including tax preparation, bookkeeping, auditing, and financial consulting. Trust AC Christopher Accountancy Corp. CPA to help you achieve your financial goals and secure a prosperous future.
401 Roland Way Suite 205, Oakland, CA 94621, United States -
I Find Your Refund
● ClosedI Find Your Refund is a finance institution located at 4400 Keller Avenue in Oakland, California, United States. We specialize in helping individuals and businesses navigate the complex world of taxes and refunds. Our team of experienced professionals is dedicated to ensuring that you receive the maximum refund possible. Whether you need assistance with filing your taxes, claiming deductions, or resolving tax issues, I Find Your Refund is here to help. Trust us to provide expert guidance and personalized service to help you achieve financial success.
4400 Keller Ave Suite 140-391, Oakland, CA 94605, United States -
Kenny Ahn CPA
● ClosedKenny Ahn CPA is a reputable accounting and finance institution located at 8105 Edgewater Drive in Oakland, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized approach sets us apart from other firms. Contact us today to learn how we can help you achieve your financial goals.
8105 Edgewater Dr Ste 210, Oakland, CA 94621, United States -
MUR Solutions
● ClosedMUR Solutions is a boutique finance agency located at 248 3rd Street, Oakland, California, United States. Specializing in Human Resources, People Operations, Finance, and Philanthropy, we work with companies and individuals from pre-seed to series B stages. Whether you need coaching, guidance, or complete takeover, we are here to help expedite your journey towards success, even if the destination is not clear yet. As a boutique agency focusing on People Operations, we offer services such as sourcing/recruiting, onboarding, total rewards programs, employee review/career ladder planning, and open enrollment/benefit selections. Our goal is to fast-track you to success, offering insights, tips, and anti-anxiety techniques to enhance your executive communication skills for effective leadership and impactful presentations. Transform your team into a captivating masterpiece with our incredible team at MUR Solutions.
248 3rd St, Oakland, CA 94607, United States -
Eagle Partners
● ClosedEagle Partners is a leading finance institution located at 1901 Harrison Street in Oakland, California. As a San Francisco-based mergers, acquisitions, and corporate finance advisory firm, we specialize in providing top-notch advisory services for clients looking to complete middle market transactions. Our team of experts is dedicated to helping our clients achieve their financial goals with professionalism and expertise. Trust Eagle Partners to guide you through your financial endeavors with precision and care.
1901 Harrison St Ste 1100, Oakland, CA 94612, United States -
Bell Investment Advisors
● ClosedBell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States. With over thirty years of experience in investment management and financial planning, our fiduciary advisors always prioritize your best interests. Our team of professionals is dedicated to helping individuals and families in the Bay Area improve their financial futures one client at a time. Whether you are looking to establish a portfolio or need guidance through life transitions, Bell Investment Advisors is here to help. As a Registered Investment Advisory firm operating under the fiduciary standard, we are committed to recommending the best investments for each client. Our fee-only structure ensures that our recommendations are always in your best interest, as we do not receive commissions for specific products or investments. With over 100 years of combined Financial Services experience, our team has a reputation for consistently exceeding clients' expectations.
1111 Broadway #1630, Oakland, CA 94607, United States -
Wilkinson Wealth Management
● ClosedWilkinson Wealth Management is a reputable finance institution located at 300 Frank H. Ogawa Plaza in Oakland, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies and exceptional customer service, Wilkinson Wealth Management is committed to providing comprehensive financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you build and protect your wealth.
300 Frank H. Ogawa Plaza STE 252, Oakland, CA 94612, United States -
David Bail - Morgan Stanley
● OpenDavid Bail - Morgan Stanley is a leading financial institution located at 1999 Harrison Street in Oakland, California. As a part of the renowned Morgan Stanley brand, David Bail offers a wide range of financial services including wealth management, investment banking, asset management, and more. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, David Bail - Morgan Stanley is dedicated to helping you succeed.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Global Investment Co Inc
● ClosedGlobal Investment Co Inc is a leading finance institution located at 211 10th Street in Oakland, California, United States. We specialize in providing expert financial services and investment opportunities to clients worldwide. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound investment strategies. Contact us today to learn more about how Global Investment Co Inc can help you secure your financial future.
211 10th St, Oakland, CA 94607, United States -
The Pulley Group - Morgan Stanley
● OpenThe Pulley Group at Morgan Stanley is a finance institution located at 1999 Harrison Street in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-tier financial services to our clients. From investment management to wealth planning, we offer a wide range of services tailored to meet your individual needs and goals. Trust in The Pulley Group at Morgan Stanley for all your financial needs.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
Rheinheimer & Associates
● OpenRheinheimer & Associates is a trusted accounting and finance institution located at 646 Boulevard Way in Oakland, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. We are dedicated to helping 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.
646 Boulevard Way, Oakland, CA 94610, United States -
Savvy Tax Inc
● ClosedSavvy Tax Inc is a reputable accounting and finance institution located at 4200 Park Boulevard in Oakland, California, United States. With a team of experienced professionals, we provide expert tax preparation, financial planning, and accounting services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Trust Savvy Tax Inc to handle all your accounting and finance needs with precision and reliability.
4200 Park Blvd #531, Oakland, CA 94602, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.
2010 Crow Canyon Pl #210, San Ramon, CA 94583, United States -
CAVU Wealth Advisors, LLC
● ClosedCAVU Wealth Advisors, LLC is a finance institution located at 1220 Oakland Boulevard in Walnut Creek, California. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. We offer a range of services including wealth management, retirement planning, and estate planning. At CAVU Wealth Advisors, LLC, we are committed to providing top-notch financial guidance and support to help our clients thrive and secure their financial future.
1220 Oakland Blvd #200, Walnut Creek, CA 94596, United States -
Trexel & Associates, LLC
● ClosedTrexel & Associates, LLC is a reputable finance and insurance agency located at 1801 Oakland Boulevard in Walnut Creek, California, United States. With a team of experienced professionals, they provide a wide range of financial and insurance services to individuals and businesses. From investment planning to risk management, Trexel & Associates, LLC is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to learn more about their services and how they can assist you with your financial needs.
1801 Oakland Blvd Ste 230, Walnut Creek, CA 94596, United States -
Safe Harbor CPA and Accountants
● OpenSafe Harbor CPA and Accountants is a top-rated accounting and finance institution located at 360 22nd Street in Oakland, California, United States. Our team of best-in-class accountants is dedicated to helping San Francisco residents master the art and science of minimizing taxes and optimizing business finances. We offer a range of tools and information resources to keep our clients up-to-date with tax issues, as well as one-on-one consultations for personalized guidance. With tax laws constantly changing at both the state and federal levels, it's important to stay informed. Our goal is to be the best CPA firm in San Francisco, and our reviews speak for themselves. Clients have praised our affordable services, exceptional professionalism, and expertise in handling complex tax situations.
360 22nd St #530, Oakland, CA 94612, United States -
Willdan
● ClosedWilldan is a leading provider of professional consulting and technical services to businesses and government agencies across the United States. Located at 1939 Harrison Street in Oakland, California, Willdan offers a wide range of services in areas such as energy efficiency, engineering, and sustainability. With a team of experienced professionals and a commitment to delivering innovative solutions, Willdan is dedicated to helping clients achieve their goals and improve their operations.
1939 Harrison St Suite 430, Oakland, CA 94612, United States -
WONG & ASSOCIATES, CPA
● OpenWong & Associates, CPA is a reputable accounting and finance institution located at 1212 Broadway in Oakland, California, United States. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses alike. With a focus on accuracy and attention to detail, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, Wong & Associates, CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
1212 Broadway #701, Oakland, CA 94612, United States -
Compass Lexecon
● OpenCompass Lexecon is a renowned economic consulting firm located at 1111 Broadway in Oakland, California, United States. With a team of over 850 professionals spread across 22 offices worldwide, we offer unparalleled expertise in providing clear analysis of complex economic issues for law firms, corporations, and government clients. Our extensive experience spans a wide range of matters related to economics and finance, offering critical insights for legal and regulatory proceedings, strategic decision-making, and public policy debates. Our services can be applied to any economic question in any industry, making us a trusted partner for clients around the globe.
1111 Broadway #1500, Oakland, CA 94607, United States -
Berger Richard CPA
● OpenBerger Richard CPA is a reputable accounting and finance institution located at 6239 College Avenue in Oakland, California, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Berger Richard CPA is dedicated to providing professional and reliable services to meet your needs. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.
6239 College Ave # 203, Oakland, CA 94618, United States -
Theresa Nelson & Associates
● OpenTheresa Nelson & Associates is a reputable institution located at 446 Hudson Street in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch services in various fields such as consulting, education, and training. With a focus on excellence and innovation, we strive to help our clients achieve their goals and succeed in their endeavors. Whether you are looking for expert advice, personalized coaching, or specialized workshops, Theresa Nelson & Associates is here to support you every step of the way. Contact us today to learn more about how we can assist you in reaching your full potential.
446 Hudson St, Oakland, CA 94618, United States
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