TOP 10 Financial expertise in Alameda, CA
29 results found
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Alameda Financial Advisor - Joseph Riley Jr.
● ClosedAlameda Financial Advisor - Joseph Riley Jr. is a reputable insurance agency located at 65 Mecartney Road in Alameda, California, United States. With years of experience and expertise in the financial industry, Joseph Riley Jr. provides personalized and comprehensive financial advice to help clients achieve their financial goals. Whether you are looking for insurance solutions for your family, business, or personal assets, Alameda Financial Advisor is dedicated to providing top-notch service and support. Contact Joseph Riley Jr. today to schedule a consultation and start planning for a secure financial future.
65 Mecartney Rd, Alameda, CA 94502, United States -
Samantha N Dinh, CFP - PARAGON FINANCIAL PLANNING
● ClosedSamantha N Dinh, CFP - PARAGON FINANCIAL PLANNING is a reputable finance institution located at 550 Park Street in Alameda, California, United States. Led by Certified Financial Planner Samantha N Dinh, the institution offers expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized strategies and comprehensive advice, clients can trust in the expertise and professionalism of the team at PARAGON FINANCIAL PLANNING.
550 Park St #105, Alameda, CA 94501, United States -
The Alameda Financial Group
● ClosedThe Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
1541 The Alameda, San Jose, CA 95126, United States -
Edward Jones - Financial Advisor: Melanie Hart
● OpenEdward Jones - Financial Advisor: Melanie Hart is a trusted finance institution located at 1504 Encinal Avenue in Alameda, California. With a focus on personalized financial planning and investment strategies, Melanie Hart provides expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth for the future, Melanie Hart is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Melanie Hart today to schedule a consultation and start planning for a secure financial future.
1504 Encinal Ave Suite B, Alameda, CA 94501, United States -
Albert Hsia - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlbert Hsia - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to providing personalized financial planning and investment management services to clients in San Jose, California. With a focus on helping individuals and families achieve their financial goals, Albert Hsia offers expert guidance on retirement planning, wealth management, and estate planning. Located at 1905 The Alameda, clients can expect a high level of professionalism and expertise when working with this reputable financial institution.
1905 The Alameda, San Jose, CA 95126, United States -
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedChad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. Chad Parker holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and more. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Chad Parker is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.
1905 The Alameda, San Jose, CA 95126, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Thi Luu's Services
● ClosedThi Luu's Services is a comprehensive institution offering a wide range of services including accounting, finance, health, and insurance agency. Located at 1415 Broadway in Alameda, California, United States, Thi Luu's Services is dedicated to providing top-notch expertise and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, clients can expect reliable and efficient service in managing their financial and health-related matters. Whether you need assistance with tax preparation, investment planning, health insurance, or any other financial or insurance needs, Thi Luu's Services is committed to helping you achieve your goals and secure your future.
inside/ground floor, 1415 Broadway Suite 16, Alameda, CA 94501, United States -
The Law Offices of Melanie Tavare
● OpenThe Law Offices of Melanie Tavare, located at 24301 Southland Drive in Hayward, California, is a finance and lawyer institution specializing in helping individuals get a fresh financial start through bankruptcy. With expertise in efficient and effective bankruptcy filings, attorney Melanie Tavare is recognized as a Rising Star in Super Lawyers Magazine. The firm offers personalized attention and oversight throughout the bankruptcy filing process, ensuring that clients understand their options and receive the best legal strategy for their financial needs. Testimonials praise Melanie for her responsiveness, professionalism, and valuable solutions. The firm serves various localities in Alameda County, Contra Costa County, and San Francisco County. As a debt relief agency, the Law Offices of Melanie Tavare assists individuals in filing for bankruptcy relief under the Bankruptcy Code.
24301 Southland Dr STE. 310, Hayward, CA 94545, United States -
Farmers Insurance - Nancy Echeverria
● ClosedFarmers Insurance - Nancy Echeverria is an insurance agency located at 1885 The Alameda, San Jose, California, United States. As a lifelong resident of San Jose, Nancy Echeverria takes pride in providing outstanding customer service and ensuring that each client is well-informed about their coverage options. With over 11 years of experience in the insurance industry, Nancy has the knowledge and expertise to help clients understand their options for auto, home, life, business insurance, and more. The agency is conveniently located in the Rose Garden District, and Nancy is dedicated to making the insurance process straightforward and personalized for each individual. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Nancy and her team can help you select the most cost-effective solution to meet your needs and budget.
1885 The Alameda #100a, San Jose, CA 95126, United States -
The Law Offices of E. Vincent Wood
● OpenThe Law Offices of E. Vincent Wood is a reputable law firm located at 39899 Balentine Drive in Newark, California. Specializing in Chapter 7 and Chapter 13 Bankruptcy, Consumer Litigation, and securities analysis, Attorney Wood brings a wealth of experience and expertise to his practice. With a background in project management and portfolio management, Attorney Wood is a Chartered Financial Analyst (CFA) who has worked with institutional clients and individual investors to optimize their investments. A graduate of John F. Kennedy University College of Law, Vince Wood is dedicated to providing high-quality legal services to his clients. He is admitted to the California State Bar and is a member of both the Contra Costa County Bar Association and the Alameda County Bar Association. With a thorough understanding of bankruptcy law and a commitment to his clients' success, Attorney Wood is well-equipped to handle all phases of the bankruptcy process.
39899 Balentine Dr #200, Newark, CA 94560, United States -
Wilcox Law Firm, P.C.
● OpenWilcox Law Firm, P.C. is a reputable institution located at 2021 The Alameda in San Jose, California. Since 1995, the firm has been dedicated to protecting consumers in California who are facing financial hardships. With the current recession and tough economy causing many to struggle with debt, Wilcox Law Firm, P.C. offers legal assistance to those who are being harassed by collection agencies and aggressive creditors. Their team of experienced lawyers specializes in consumer protection laws and aggressively fights against illegal collection practices. Whether you are dealing with abusive debt collectors or facing financial problems, Wilcox Law Firm, P.C. can help you seek debt relief and financial compensation. Attorney Ronald Wilcox, with over 20 years of experience, is committed to helping consumers stop collection harassment and protect their rights.
2021 The Alameda STE 200, San Jose, CA 95126, United States -
Dillwood Burkel & Millar
● ClosedDillwood Burkel & Millar is a leading accounting and finance institution located at 175-A Concourse Boulevard in Santa Rosa, California. We are proud to serve clients in Santa Rosa, Windsor, Rohnert Park, Petaluma, Sebastopol, Healdsburg, Sonoma, Novato, Napa, and the entire North Bay and Northern California region. Our expertise extends to the San Francisco Bay Area, Contra Costa County, Alameda, Walnut Creek, and Oakland. Trust us for all your accounting and financial needs.
175-A Concourse Blvd, Santa Rosa, CA 95403, United States -
Boost Healthcare Consulting
● OpenBoost Healthcare Consulting, located at 2227 Harbor Bay Parkway in Alameda, California, is a leading institution specializing in revenue recovery and advisory services for healthcare providers. With a focus on optimizing the revenue cycle, Boost Healthcare Consulting helps providers recover lost revenue from underpaid and denied claims, increase net revenue, and eliminate preventable denials. Their services include accelerating cash flow, reducing aging accounts receivable from third-party payers, resolving complex or unresolved variances, and executing payer-related initiatives with confidence and clarity. Boost Healthcare Consulting also helps providers recover under-reimbursed No Surprise Act claims within time constraints and offers expertise in Zero Balance Review to ensure providers are maximizing their revenue potential.
2227 Harbor Bay Pkwy, Alameda, CA 94502, United States -
Kevin Kennedy LLC
● OpenKevin Kennedy LLC is a finance institution located at 1516 Oak Street in Alameda, California, United States. Specializing in providing a range of financial services, Kevin Kennedy LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized advice and tailored solutions to meet their specific needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your portfolio, Kevin Kennedy LLC is committed to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.
1516 Oak St #101, Alameda, CA 94501, United States -
TG Tax Inc.
● ClosedTG Tax Inc. is a reputable accounting and finance institution located at 2381 Mariner Square Drive in Alameda, California, United States. With a team of experienced professionals, TG Tax Inc. provides a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust in the expertise and dedication of the staff at TG Tax Inc. to help them navigate the complexities of accounting and finance, ensuring their financial success.
2381 Mariner Square Dr Suite 180, Alameda, CA 94501, United States -
Costella Kirsch Inc
● OpenCostella Kirsch Inc is a reputable finance institution located at 3500 Alameda de las Pulgas in Menlo Park, California, United States. With a strong presence in the financial industry, Costella Kirsch Inc offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Costella Kirsch Inc is committed to delivering exceptional service and expertise. Visit their office today to learn more about how they can help you secure your financial future.
3500 Alameda de las Pulgas #150, Menlo Park, CA 94025, United States -
Vivian Xu, San Jose CPA Firm
● ClosedVivian Xu, San Jose CPA Firm is a professional accounting and finance institution located at 1625 The Alameda in San Jose, California, United States. With a team of experienced CPAs, they offer a wide range of services including tax preparation, financial planning, and audit support. Whether you are an individual looking for personal financial advice or a business in need of accounting expertise, Vivian Xu, San Jose CPA Firm is dedicated to providing top-notch service and helping clients achieve their financial goals.
1625 The Alameda, San Jose, CA 95126, United States -
Koehler David R CPA
● ClosedKoehler David R CPA is a reputable accounting and finance institution located at 1541 The Alameda in San Jose, California, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch services and personalized solutions to meet the unique needs of their clients. Whether you need help with your taxes or financial strategy, Koehler David R CPA is here to assist you every step of the way.
1541 The Alameda, San Jose, CA 95126, United States -
Travnicek Associates
● ClosedTravnicek Associates is a reputable accounting and finance institution located at 550 Park Street in Alameda, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and more. Trust Travnicek Associates to help you navigate the complexities of accounting and finance with precision and expertise. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
550 Park St Ste 104, Alameda, CA 94501, United States -
Paul Hallowell Enrolled Agent
● OpenPaul Hallowell Enrolled Agent is a reputable accounting and finance institution located at 1416 Everett Street in Alameda, California, United States. Specializing in tax preparation and representation, Paul Hallowell is a licensed Enrolled Agent with years of experience in assisting individuals and businesses with their financial needs. Whether you need help with tax planning, bookkeeping, or IRS representation, Paul Hallowell Enrolled Agent is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
1416 Everett St, Alameda, CA 94501, United States -
Paul Lyon, CPA
● OpenPaul Lyon, CPA is a reputable accounting and finance institution located at 1361 Park Street in Alameda, California, United States. With years of experience and expertise in the field, Paul Lyon, CPA offers a wide range of financial services to individuals and businesses. Their team of certified public accountants provides personalized and professional assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or business consulting, Paul Lyon, CPA is dedicated to providing top-notch services to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
1361 Park St UNIT 217, Alameda, CA 94501, United States -
Donald Calonje Income Tax
● ClosedDonald Calonje Income Tax is a reputable accounting and finance institution located at 1885 The Alameda in San Jose, California. With a focus on providing expert income tax services, Donald Calonje and his team offer personalized assistance to individuals and businesses in navigating the complexities of tax preparation and planning. Whether you are looking for assistance with filing your annual tax return or need help with financial planning, Donald Calonje Income Tax is dedicated to helping you achieve your financial goals. Trust in their expertise and experience to ensure your financial success.
1885 The Alameda #105, San Jose, CA 95126, United States -
Left Coast Tax Services
● OpenLeft Coast Tax Services is a reputable accounting and finance institution located in San Jose, California. Our dedicated team of professionals provides top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. With our convenient location on The Alameda, you can trust us to handle all of your financial needs with expertise and efficiency. Contact Left Coast Tax Services today for all of your tax and accounting needs.
2021 The Alameda Ste 101, San Jose, CA 95126, United States -
OCB Accountants
● OpenOCB Accountants is a reputable accounting and finance institution located at 26400 La Alameda in Mission Viejo, California, United States. With a strong expertise in sales tax filing requirements and deadlines, we guarantee prompt and precise filings for all our clients. Our use of cutting-edge technology allows us to prepare clear and accurate financial statements for businesses of all sizes. At OCB Accountants, we offer tailored financial solutions to help elevate your business success and provide expert financial guidance to empower your business towards growth and prosperity.
26400 La Alameda #201, Mission Viejo, CA 92691, United States -
Jon A Christensen CPA
● ClosedJon A Christensen CPA is a reputable accounting and finance institution located at 2000 Santa Clara Avenue in Alameda, California, United States. With years of experience and expertise in the field, they offer a wide range of accounting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and ensuring your financial success. Trust Jon A Christensen CPA to handle all of your accounting needs with precision and care.
2000 Santa Clara Ave, Alameda, CA 94501, United States -
John J. Capelli, JD, CPA
● OpenJohn J. Capelli, JD, CPA is a reputable accounting and finance institution located at 2000 Santa Clara Avenue in Alameda, California. With a team of highly skilled professionals, including Certified Public Accountants and attorneys, the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, auditing, or financial consulting, John J. Capelli, JD, CPA is dedicated to providing top-notch expertise and personalized solutions. Trustworthy and experienced, this institution is committed to helping clients achieve their financial goals and success.
2000 Santa Clara Ave, Alameda, CA 94501, United States -
Crawford Pimentel Corporation
● OpenCrawford Pimentel Corporation is a leading accounting and finance institution located at 1550 The Alameda in San Jose, California, United States. With a team of experienced professionals, we provide top-notch financial services and expertise to our clients. Our dedication to excellence and commitment to customer satisfaction set us apart in the industry. Partner with Crawford Pimentel Corporation for all your accounting and finance needs.
1550 The Alameda #211, San Jose, CA 95126, United States -
Earthwise Energy
● ClosedWelcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.
1501A San Anselmo Avenue, San Anselmo, California 94960, United States
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