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TOP 30 Financial independence in Oakland, CA
6 results found
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Personal Best Financial LLC
Personal Best Financial LLC is a finance institution located at 4263 Gilbert Street, Oakland, California, United States. We offer a comprehensive approach to efficiently achieving financial independence, always putting our clients' interests first. Our founder, Glenn Tom, is a fiduciary advisor who has achieved his own financial independence and is dedicated to leading high-earning families to their personal best financial outcomes. With a background in finance and marketing from Wharton, Glenn has guided many individuals towards optimizing their financial decisions. As a competitive athlete, Glenn understands the importance of technique, coaching, and diligence in achieving your personal best in both sports and your financial life. If you are a technology industry professional, healthcare professional, or small business owner looking to chart your path to financial independence, schedule a time to talk with us. Personal Best Financial is a registered investment advisor offering services in California and other jurisdictions where exempted. Please note that all information provided on this website is for informational purposes only, and personalized advice should be discussed with an advisor before implementation.
Infinity Financial Services
Infinity Financial Services, located in Oakland, California, is a leading finance institution that is revolutionizing the way financial advisors operate. With a focus on eliminating paper-based processes and automating applications, Infinity Financial Services offers a streamlined platform for advisors to efficiently manage client investments. The institution boasts a market-leading investment in technology, providing a user-friendly interface and a wide range of services including asset management, insurance, and risk management. Infinity Financial Services caters to a diverse range of financial advisors, from wirehouse advisors transitioning to independence to independent financial advisor representatives nationally. The institution provides support for advisors looking to work remotely, transition to a Registered Investment Advisor (RIA), or streamline their hybrid business model. With a strong emphasis on security and advanced technology, Infinity Financial Services offers a comprehensive suite of online tools to help advisors stay connected and manage client finances effectively.
Marin Wealth Advisors LLC Oakland
Marin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.
Fresh Home Loan Inc
Fresh Home Loan Inc is a finance institution located at 1151 Harbor Bay Parkway in Alameda, California, United States. Our expert team of independent mortgage brokers has been navigating the complex California market for years, helping hundreds of people secure loans, get approved for home purchases, or refinance mortgages on properties already in possession. Operating in the San Francisco Bay Area, including Oakland, Alameda, Berkeley, Castro Valley, and Pleasanton, we know the unique local market like the back of our hand. As independent mortgage brokers, we work for the people, striving to treat every client and transaction as if it were our own.
Grameen America
Grameen America is a non-profit organization located at 3445 International Boulevard in Oakland, California. As a registered 501(c)(3) charity, Grameen America has invested a total of dollars in over 190,000 women entrepreneurs. Their mission is to empower women through access to microloans and financial education, helping them start and grow their own businesses. By providing support and resources, Grameen America is making a positive impact on communities and helping women achieve financial independence.
Lireille
Lireille is a multi-faceted institution located in the heart of Oakland, California, on Piedmont Avenue. As an art gallery, Lireille showcases a diverse range of contemporary artworks from local and international artists. In addition to its art gallery, Lireille also offers financial services to help individuals and businesses manage their finances effectively. As a jewelry store, Lireille features stunning handcrafted pieces made with unique materials and designs. Visitors can also explore a curated selection of products at Lireille's store, offering a mix of art, jewelry, and other unique items. Whether you are looking to admire beautiful art, find the perfect piece of jewelry, or get expert financial advice, Lireille is a must-visit destination in Oakland.
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