TOP 30 Financial goals in Berkeley, California

77 results found

Berkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.

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.

The Mechanics Bank - North Berkeley Branch is a full-service banking institution located at 1801 Solano Avenue in Berkeley, California. As a trusted financial institution, we offer a wide range of banking services including ATM access, personal and business accounts, loans, mortgages, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit us at our convenient location in North Berkeley to experience the personalized and reliable banking services that Mechanics Bank is known for.

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.

North Berkeley Wealth Management, located at 1820 Solano Avenue in Berkeley, California, is a finance institution dedicated to guiding clients towards financial well-being. With a focus on values and sustainability, we help you reach your financial goals with confidence. Our approach is like a diversified portfolio, designed to weather market volatility while maintaining overall performance. In a world where environmental impact is increasingly important, we stay ahead of the curve by helping companies measure and share information about their operations. We believe in a future where responsible investing is not only beneficial for the planet, but for your financial future as well.

Edward Jones - Financial Advisor: William Fried is a trusted financial institution located at 2161 Allston Way in Berkeley, California. As a dedicated financial advisor, William Fried provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, William Fried and the team at Edward Jones are here to provide expert guidance and support every step of the way.

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.

Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.

Merrill Lynch Financial Advisor Alan Wong, located at 555 California Street, San Francisco, California, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With 16 years of experience in the financial services industry, Alan Wong follows a disciplined process to provide excellent service and investment guidance tailored to your short- and long-term objectives. He holds a Chartered Financial Analyst designation and graduated from UC Berkeley with degrees in Economics and Political Science. Alan Wong is committed to serving the community and volunteers with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting your financial approach as your life changes.

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.

Jake Cleary - BancWest Investment Services Financial Advisor is a leading finance institution located at 2023 Mountain Boulevard in Oakland, California, United States. As a dedicated financial advisor, Jake Cleary provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Jake Cleary - BancWest Investment Services Financial Advisor is a trusted partner for individuals and businesses seeking financial planning and wealth management services.

Berkeley Investment Advisors is a leading finance institution located at 201 Spear Street in San Francisco, California. Our team of experienced advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to deliver exceptional results and build long-lasting relationships with our clients. Contact us today to learn more about how Berkeley Investment Advisors can help you secure your financial future.

Lamorinda Financial Planning is a reputable finance institution located at 2832 College Avenue in Berkeley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Lamorinda Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Merrill Investment & Retirement Financial Center, located at 1536 Shattuck Avenue in Berkeley, California, is a finance institution offering personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance products, our team of Merrill Financial Solutions Advisors is here to assist you every step of the way. With a focus on relationship-based ads and online behavioral advertising, we strive to provide you with information about products and services that may be of interest to you. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.

Merrill Investment & Retirement Financial Center, located at 2151 Shattuck Avenue in Berkeley, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the people and tools to assist you. You can find a Merrill Financial Solutions Advisor in Berkeley, CA who can help you create a plan tailored to your needs. Please note that investing in securities involves risks, and it is important to carefully consider your options. Additionally, Merrill offers a range of brokerage, investment advisory, and banking services to meet your financial needs. Visit us to learn more about how we can help you turn your ambitions into action.

Merrill Investment & Retirement Financial Center is a finance institution located at 2546 San Pablo Avenue in Berkeley, California, United States. You can find a Merrill® Financial Solutions Advisor™ at this center, offering a range of services including investment advisory, financial planning, and brokerage services. As part of Bank of America®, the center provides banking products and insurance services through Merrill Lynch Life Agency Inc. Customers can access a broad range of financial services and products to help them achieve their investment and retirement goals. Please note that investing in securities involves risks, and it is important to carefully consider all information provided before making any investment decisions. For more information, you can review the Client Relationship Summary and other relevant documents available at the center.

Chang & Associates Tax & Financial is a comprehensive accounting, tax, and consulting firm located at 2855 Telegraph Avenue in Berkeley, California. Our experienced team serves closely-held businesses, their owners, and high net-worth individuals with a range of financial services. From traditional tax and accounting services to specialized consultation for financial growth, we are dedicated to helping our clients achieve their financial goals. Our office is conveniently located in the East Bay region of the San Francisco Bay Area, making it easily accessible for our clients.

Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 430 West Route 66, Glendora, California, United States. Founded in 2008, this agency is dedicated to providing personalized auto, home, life, and health insurance, as well as retirement planning services to customers in the surrounding areas. Allan Cheng, the owner, has an impressive educational background with degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community and believes in giving back through volunteering and donations to local schools and colleges. The agency prides itself on being in the top 5% of State Farm agencies nationwide, with a focus on helping customers protect their assets and plan for retirement. The team at Allan Cheng's office is committed to providing the right coverage at competitive prices for auto insurance, home/renter insurance, life insurance, and other financial needs. They also offer specialized insurance options for small business owners.

Step One School is a renowned educational institution located at 499 Spruce Street in Berkeley, California, United States. As a premier school, Step One offers a dynamic and nurturing learning environment for children of all ages. With a strong emphasis on academic excellence, creativity, and social development, Step One School is committed to providing a well-rounded education that prepares students for success in the future. The dedicated faculty and staff at Step One work tirelessly to ensure that each student reaches their full potential and achieves their personal goals. Visit Step One School today and discover the difference a quality education can make in your child's life.

Larry Sneed - State Farm Insurance Agent is an insurance agency located at 11881 Skyline Boulevard in Oakland, California. As an Oakland native and former Board Member of the Oakland Private Industry Council and Oakland Youth Chorus, Larry Sneed brings a wealth of experience to his clients. With a B.A. from Cal State University Hayward, Larry and his team provide free auto quotes by phone, email, and online, as well as life insurance to support family expenses after death. They serve Oakland, Berkeley, San Leandro, and the entire Bay Area. At Larry Sneed State Farm, the team is dedicated to helping clients manage risks, recover from the unexpected, and achieve their dreams. They offer various insurance and financial services, including auto, life, health, retirement, and savings goals. Whether you need assistance with income tax preparation, rural road driving safety tips, or Halloween vandalism prevention, Larry Sneed and his team are here to help.

Dennis Casagrande - State Farm Insurance Agent is a trusted insurance agency located at 370 Diablo Road, Danville, California, United States. With over 50 years of experience serving the Danville and Tri Valley area, Dennis Casagrande is dedicated to helping you make 2024 your greatest year yet by assisting you with your insurance and financial goals. As a B.A. graduate from the University of California- Berkeley and a Legion of Honor Qualifier, you can trust in the expertise and professionalism of this institution. Whether you are driving on rural roads or enjoying a relaxing steam bath, Dennis Casagrande - State Farm Insurance Agent provides valuable tips and information to keep you safe and informed. Their mission is to help their East Bay neighbors manage risks, recover from the unexpected, and achieve their goals. With a focus on personalized service and smart decision-making, they are here to guide you every step of the way.

Patelco Credit Union is a trusted financial institution located at 2033 Kala Bagai Way in Berkeley, California. As a credit union, Patelco offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, mortgages, and investment options. With a focus on community involvement and member satisfaction, Patelco Credit Union is committed to providing personalized service and competitive rates to help its members achieve their financial goals. Whether you're looking to save for the future, finance a home or car, or simply manage your day-to-day finances, Patelco Credit Union is here to help.

1st United Credit Union is a trusted financial institution located at 2175 Milvia Street in Berkeley, California. As a member-owned credit union, we are dedicated to providing personalized banking solutions to meet the needs of our community. From savings accounts to loans and everything in between, our experienced team is here to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts your needs first.

P O Pack is a finance institution located at 1700 Shattuck Avenue in Berkeley, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today and let us help you achieve your financial goals.

The Law Office of Matthew Bruns is a reputable institution located at 2081 Center Street in Berkeley, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch legal representation and financial advice to our clients. With a focus on integrity, reliability, and expertise, we strive to deliver personalized solutions tailored to meet the unique needs of each individual or business we serve. Contact us today to schedule a consultation and see how we can help you achieve your legal and financial goals.

Farmers Insurance - Kevin Boland is an insurance agency located at 1202 Grant Avenue, Novato, California, United States. Kevin Boland, the owner, graduated from UC Berkeley in 1984 with a degree in political science and a minor in business administration. He has extensive experience in the insurance industry, holding certifications such as LUTCF, CIC, and AIC. The agency offers a wide range of personal and commercial insurance options, specializing in HOA, CID's, apartment buildings, commercial real estate, restaurants, and auto repair businesses. Services include flood and earthquake insurance, as well as coverage for boats, motorcycles, and RVs. Customers can visit the conveniently located office on Grant Avenue or call for assistance. Farmers Insurance provides comprehensive coverage options for cars, homes, life insurance, renters, businesses, and condos. Additionally, they offer personalized financial planning services to help clients reach their goals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated companies underwrite the policies offered by the agency. Securities are offered through Farmers Financial Solutions, LLC. Contact Kevin Boland for more information on insurance options and financial planning services.

Gary Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 1801 Murchison Drive in Burlingame, California. With over 40 years of experience in the insurance and financial industry, Gary Hernandez is dedicated to helping individuals and businesses protect their assets and secure their financial future. As a proud graduate of the University of California, Berkeley, Gary has a strong educational background that he utilizes to provide his customers with personalized and up-to-date advice. Gary Hernandez is a member of the NAIF and has received the National Quality Award for Life Insurance, showcasing his commitment to excellence in serving his customers. With a background in college and professional baseball, Gary brings qualities such as discipline, teamwork, and perseverance to his professional life. He is passionate about helping his customers achieve their financial goals and make informed decisions about their insurance and financial needs.

Frank Bliss - State Farm Insurance Agent is a local insurance agency located at 1700 Solano Avenue in Berkeley, California. With over 38 years of experience serving the community, Frank Bliss and his team are dedicated to helping individuals navigate the ever-changing California insurance market. Whether you are a Berkeley local or from San Diego, they are here to assist you with finding the right coverage for your needs. At Frank Bliss - State Farm Insurance Agent, you can expect personalized service and a team that truly cares about your well-being. From auto insurance to life insurance, they offer a wide range of products to protect you and your loved ones. Their goal is to create a Personal Price Plan tailored to your unique situation, ensuring that you have the coverage you need at reasonable prices.

Peter Barnes Team - CrossCountry Mortgage is a leading finance institution located at 1385 Shattuck Avenue in Berkeley, California. With a strong reputation for providing top-notch mortgage services, the team at Peter Barnes is dedicated to helping clients achieve their financial goals. Whether you are looking to purchase a new home or refinance your current mortgage, their expert team is here to guide you through the process with personalized solutions tailored to your needs. Trust Peter Barnes Team - CrossCountry Mortgage for all your mortgage needs in the Berkeley area.

F. E. Forbes Company, Inc. is a finance institution located at 1795 Solano Avenue in Berkeley, California, United States. With a reputation for excellence and expertise in financial services, F. E. Forbes Company, Inc. offers a range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, the experienced professionals at F. E. Forbes Company, Inc. are dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.