Financial goal setting in Berkeley, California
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Berkeley Acupuncture Project
Berkeley Acupuncture Project, located at 1229 Solano Avenue in Albany, California, is a health institution offering both in-person acupuncture and telehealth services. In response to COVID-19, the institution has adapted its services to ensure accessibility and safety for all patients. The sliding scale for services ranges from $30-$50, making acupuncture more affordable and accessible to the community. Community acupuncture is offered in a group setting, providing treatment for a variety of conditions such as stress, anxiety, depression, insomnia, muscle and joint pain, fertility support, digestive issues, and more. Traditional Chinese Medicine is used to improve overall well-being and quality of life. The institution does not require income verification or documentation, making it easier for individuals to access care.
Abacus Financial Group LLC
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.
Chang & Associates Financial Advisors
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.
Financial Connections Group
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.
Freeling & Associates
Freeling & Associates is a reputable accounting and finance institution located at 2375 Shattuck Avenue in Berkeley, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their dedication to providing top-notch services and personalized attention to each client sets them apart from other firms. Whether you are a small business owner or an individual looking for financial guidance, Freeling & Associates is committed to helping you achieve your financial goals.
Justin Martello, CFP
Justin Martello, CFP is a finance institution located at 1510 Walnut Street in Berkeley, California, United States. As a part of Effective Assets, Inc., a registered investment adviser with the Securities and Exchange Commission, Justin Martello offers personalized investment advice to clients. The institution follows strict guidelines to ensure compliance with jurisdiction requirements and state exemptions. All information provided on their website is for informational purposes only, and clients are encouraged to seek advice from a financial advisor, accountant, or legal counsel before making any financial decisions. Opinions expressed by Justin Martello are based on reliable sources and expertise in the field of finance.
Bank of America Private Client Advisor Jennifer N Lee
Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
Aplustax
Aplustax is a reputable accounting and finance institution located at 2306 Acton Street in Berkeley, California, United States. With a team of experienced professionals, Aplustax offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Aplustax is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Trust Aplustax for all your accounting and finance needs.
Rankine Carlton & DeWitt
Rankine Carlton & DeWitt is a reputable accounting and finance institution located at 2140 Shattuck Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or are looking to grow your business, Rankine Carlton & DeWitt is dedicated to helping you achieve your financial goals.
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