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TOP 30 Financial planning firm in Oakland, CA
26 results found
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Falcon Wealth Planning
Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.
Merrill Lynch Financial Advisor Dayana Medevsky
Merrill Lynch Financial Advisor Dayana Medevsky is located at 1111 Broadway in Oakland, California, United States. This finance institution offers insights, observations, and ideas to help clients pursue their financial goals. Dayana Medevsky, a seasoned Financial Advisor with experience at top financial firms, is dedicated to helping clients maximize their financial potential and achieve their life goals. She believes in the connection between happiness, health, and finances, and works with clients to develop personalized strategies for success. Dayana's One-Stop-Shop Wealth Management approach is based on building long-term relationships founded on trust and personalized service. With a focus on understanding each client's unique needs and aspirations, Dayana and her team at Merrill Lynch strive to provide tailored guidance and support. Whether planning for retirement, funding education, or passing wealth to future generations, they work to create a financial approach that aligns with each client's goals and values. By utilizing tools such as the Investment Personality Assessment, they gain a deeper understanding of each client's preferences and tailor their approach accordingly. With a commitment to ongoing communication and adjustments as needed, Merrill Lynch Financial Advisor Dayana Medevsky is dedicated to helping clients navigate life's financial complexities and achieve their goals.
Tax Foundation Firm
Tax Foundation Firm is a reputable accounting and finance institution located at 506 East 18th Street in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations to ensure compliance and maximize savings. Whether you need assistance with tax preparation, planning, or audits, Tax Foundation Firm is here to help you achieve your financial goals. Contact us today to schedule a consultation.
The Castillo Law Office
The Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.
Ainer & Fraker, LLP
Ainer & Fraker, LLP is a renowned accounting, finance, and legal firm located at 7677 Oakport Street in Oakland, California, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and legal advice. Whether you are an individual, small business, or corporation, Ainer & Fraker, LLP is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trust in their years of experience and commitment to excellence for all your financial and legal needs.
The Castillo Law Office
The Castillo Law Office is a high-quality legal institution located at 4400 Keller Avenue in Oakland, California. The firm is led by Attorney Castillo, a former extern for a federal judge, who provides aggressive advocacy to pursue the best possible outcome for clients. Attorney Castillo is a member of The National Trial Lawyers: Top 100 Trial Lawyers and has received prestigious awards for his professionalism and integrity. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. Attorney Castillo has a successful track record, including the dismissal of a murder conviction and winning a case with a life sentence. The firm represents clients throughout Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, as well as Alameda and Contra Costa counties.
Williams, Adley & Company-CA, LLP
Williams, Adley & Company-CA, LLP is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of financial services including auditing, tax preparation, consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with financial planning, compliance, or any other accounting needs, Williams, Adley & Company-CA, LLP is here to assist you every step of the way.
Kenny Ahn CPA
Kenny 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.
Eastshore Consulting LLC
Eastshore Consulting LLC is a leading management consulting firm located at 1714 Franklin Street in Oakland, California. Our team of experienced professionals offers a wide range of services including strategic planning, business development, and project management. We work closely with our clients to provide customized solutions that drive success and growth. With a focus on innovation and collaboration, Eastshore Consulting LLC is dedicated to helping businesses achieve their goals and reach their full potential. Contact us today to learn more about how we can help your organization thrive.
Bell Investment Advisors
Bell 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.
KWG Consulting LLC
KWG Consulting LLC is a reputable consulting firm located at 117 Kimberlin Heights Drive in Oakland, California. Our team of experienced consultants offer a wide range of services to help businesses achieve their goals and overcome challenges. Whether you need assistance with strategic planning, financial analysis, or project management, we are here to provide expert guidance and support. Contact us today to learn more about how KWG Consulting LLC can help your business thrive.
Safe Harbor CPA and Accountants
Safe 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.
Jeff L Breininger - Morgan Stanley
Jeff L Breininger - Morgan Stanley is a finance institution located at 1999 Harrison Street in Oakland, California, United States. As part of the global financial services firm Morgan Stanley, Jeff L Breininger offers a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Jeff L Breininger - Morgan Stanley is committed to helping you navigate the complexities of the financial world.
Cathy Root, CPA & Associates
Cathy Root, CPA & Associates is a reputable accounting and finance institution located at 1970 Broadway in Oakland, California, United States. With a team of experienced CPAs and financial experts, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our dedication to accuracy, integrity, and personalized service sets us apart from other firms. Contact us today for all your accounting and financial needs.
Hankins Associates Inc.
Hankins Associates Inc. is a leading accounting and finance firm located at 3450 Lakeshore Avenue 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 service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
Madriaga & Associates CPA
Madriaga & Associates CPA is a reputable accounting and finance institution located at 311 Oak Street in Oakland, California, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact Madriaga & Associates CPA for all your accounting and finance needs.
Kwik Tax Services
Kwik Tax Services is a trusted accounting and finance institution located at 6635 Bancroft Avenue in Oakland, California, United States. Our team of experienced professionals is dedicated to providing efficient and accurate tax services for individuals and businesses. Whether you need help with filing taxes, bookkeeping, or financial planning, we are here to help. Visit us today and experience the convenience and expertise of Kwik Tax Services.
JNT Tax Advisors
JNT Tax Advisors is a leading tax consulting firm located at 11005 Oakland Avenue in Piedmont, California, United States. Our team of experienced tax advisors is dedicated to providing personalized and comprehensive tax services to individuals and businesses. From tax planning and preparation to IRS representation and tax resolution, we are committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with all your tax needs.
Grant & Smith LLP
Grant & Smith LLP is a reputable accounting and finance institution located at 333 Hegenberger Road in Oakland, California, United States. With a team of experienced professionals, they offer a wide range of services including tax planning, auditing, financial consulting, and more. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Grant & Smith LLP for all your accounting and finance needs.
Iryna Accountancy Corporation
Iryna Accountancy Corporation is a leading accounting and finance institution located at 1000 Broadway in Oakland, California, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Trust Iryna Accountancy Corporation to help you achieve your financial goals with precision and accuracy.
Timpson Garcia LLP
Timpson Garcia LLP is a leading accounting and finance firm located at 70 Washington Street in Oakland, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, audit and assurance, financial planning, and more. Whether you need help with personal finances or complex corporate accounting, Timpson Garcia LLP is here to assist you every step of the way.
Hwang, Choi, Kim & Jeon CPAs
Hwang, Choi, Kim & Jeon CPAs is a trusted accounting and finance institution located at 2345 Waverly Street in Oakland, California, United States. Our team of experienced CPAs is dedicated to helping small business owners navigate the complexities of accounting, bookkeeping, payroll, and tax services with cost-effective solutions. We understand the demands that business owners face today, which is why we offer personalized services to meet your unique needs. Our firm provides small business payroll services tailored to your company's requirements, allowing you to focus on running your business effectively. With our skilled accountants keeping your financial figures organized and accurate, you can confidently manage your company's finances. We also specialize in creating tax strategies and filing tax returns for federal, state, and international entities, including corporations, partnerships, sole proprietorships, and LLCs.
TaxPlus and Associates
TaxPlus and Associates is a reputable accounting and finance institution located at 4100 Redwood Road in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or financial analysis, TaxPlus and Associates is dedicated to helping you achieve your financial goals.
Etchie & Associates
Etchie & Associates is a reputable accounting and finance institution located at 333 Hegenberger Road in Oakland, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner in helping our clients achieve their financial goals. Visit us today to experience the difference at Etchie & Associates.
Nigro & Nigro, PC
Nigro & Nigro, PC is a reputable accounting and finance institution located at 333 Hegenberger Road in Oakland, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or business consulting, Nigro & Nigro, PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
Elaine Lee Kawasaki, CPA
Elaine Lee Kawasaki, CPA is a professional accounting and finance firm located at 70 Washington Street in Oakland, California. With expertise in tax preparation, financial planning, and business consulting, Elaine Lee Kawasaki, CPA provides top-notch services to individuals and businesses alike. Whether you need assistance with your personal taxes or require expert advice on complex financial matters, their team of skilled professionals is here to help. Trust Elaine Lee Kawasaki, CPA for all your accounting and finance needs in the Oakland area.
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