Financial planning for businesses in Castro Valley, CA
18 results found
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Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 3067 Castro Valley Boulevard in Castro Valley, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with checking and savings accounts, loans, mortgages, investments, or retirement planning, the knowledgeable staff at this bank is here to help you achieve your financial goals. With a commitment to excellent customer service and a convenient location, the Bank of America Financial Center is a reliable choice for all your banking needs in the Castro Valley area.
3067 Castro Valley Blvd, Castro Valley, CA 94546, United States -
Tom J. Nohr CFP RFC – Successful Financial Education Workshops
● ClosedTom J. Nohr CFP RFC – Successful Financial Education Workshops is a reputable finance institution located at 20632 Redwood Road in Castro Valley, California, United States. With a focus on comprehensive financial planning since 1986, Tom Nohr offers educational workshops for residents of AL, AR, AZ, CA, FL, NC, OR, and WA. This institution is dedicated to providing valuable information for informational purposes only and is not a solicitation to buy or sell securities. Tom Nohr is a licensed California Insurance Agent with Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Successful Financial Education Workshops are not affiliated. It is important to note that Registered Representatives of Cambridge may only conduct securities business in a specific state if properly registered or exempt. Compliance with state registration requirements is necessary for personalized investment advice and transactions in securities. For more information, please refer to Cambridge’s Form CRS (Customer Relationship Summary) and check the background of this investment professional.
20632 Redwood Rd # E, Castro Valley, CA 94546, United States -
Farmers Insurance - Stephen Conway
● ClosedFarmers Insurance - Stephen Conway is an insurance agency located at 2775 Castro Valley Boulevard in Castro Valley, California. As your local Farmers® Agent, Stephen Conway helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Stephen Conway and his staff are there to assist you. They are dedicated to educating and talking about insurance to ensure you have the coverage you need. If you're unsure where to begin with selecting the right car insurance coverage, Stephen Conway can help take the mystery out of the process. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions.
2775 Castro Valley Blvd, Castro Valley, CA 94546, United States -
Kim Holland - State Farm Insurance Agent
● ClosedKim Holland - State Farm Insurance Agent is a well-established insurance agency located at 897 East Lewelling Boulevard in Hayward, California. Situated across from the 238 off-ramp and just 2 blocks from Mission Blvd, our agency has been serving the community for decades. As a second-generation State Farm agent, I am committed to upholding the values of being a good neighbor that my father instilled in me. I am proud to serve customers in Hayward, CA, and the East Bay Area, including San Leandro, San Lorenzo, and Castro Valley. Additionally, I am licensed in the states of Oregon and Arizona. With a background in marketing for State Farm, I transitioned to serving customers directly in 2013 when I opened my own agency. My team and I prioritize authentic, personal service, putting people first with care and integrity. We are dedicated to getting to know each customer individually to tailor insurance plans that fit their unique needs. Our team is fluent in both English and Spanish, ensuring we can assist a diverse range of clients.
897 E Lewelling Blvd, Hayward, CA 94541, United States -
Mat Dahms - State Farm Insurance Agent
● ClosedMat Dahms - State Farm Insurance Agent is a boutique insurance agency located at 4400 Keller Avenue in Oakland, California. Situated in the Ridgemont Plaza near the Oak Knoll development, our office is dedicated to providing personalized and responsive service to our customers. As a team with a combined 25 years of insurance experience, we offer a range of insurance products including Auto, Life, Financial services, Motorcycle, Pet, and Electric Vehicle insurance. Our goal is to help each customer understand their insurance needs and navigate the complex California insurance environment.
4400 Keller Ave #260, Oakland, CA 94605, United States -
Farmers Insurance - Andrew Ambro
● ClosedFarmers Insurance - Andrew Ambro is a trusted insurance agency located at 20630 Redwood Road in Castro Valley, California. Serving the San Francisco Bay Area for over 15 years, Andrew Ambro takes pride in providing personalized insurance packages for clients in Castro Valley, Hayward, Pleasanton, Dublin, San Lorenzo, and surrounding areas. Whether you need earthquake, home, business, auto, or life insurance, Andrew and his team are dedicated to simplifying the insurance process and finding the right coverage for you. With a focus on accessibility and personalized service, clients can reach out via text, email, or chat for any insurance needs. The agency is conveniently located across from Safeway and next to Wells Fargo, making it easy for clients to stop by for a consultation. In addition to offering comprehensive coverage for cars, homes, renters, condos, and businesses, Farmers Insurance also provides financial planning services to help clients secure a stable future. With a range of insurance products underwritten by reputable insurers, clients can trust Farmers Insurance - Andrew Ambro to protect their assets and provide peace of mind. Contact Andrew Ambro today for expert advice on your insurance needs.
20630 Redwood Rd, Castro Valley, CA 94546, United States -
Farmers Insurance - Michael Picone
● ClosedFarmers Insurance - Michael Picone is a trusted insurance agency located at 20861 Wilbeam Avenue, Castro Valley, California, United States. As a local Farmers® agent in Castro Valley, CA, Michael Picone helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Michael Picone has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. From auto and home insurance to life insurance and renters insurance, Michael Picone can help you create a personalized plan to provide financial support for those who depend on you. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts to help you save money. Contact Michael Picone today for a comprehensive insurance quote and start building a secure financial plan for the future.
20861 Wilbeam Ave #6, Castro Valley, CA 94546, United States -
Yogi Chugh - State Farm Insurance Agent
● ClosedYogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
3650 Thornton Ave, Fremont, CA 94536, United States -
Farmers Insurance - Tom Dote
● ClosedFarmers Insurance - Tom Dote is an insurance agency located at 3015 Hopyard Road in Pleasanton, California. As a lifelong resident of California, Tom Dote is proud to serve the local community and surrounding areas as a Farmers® agent. With a focus on educating clients about their insurance needs, Tom is dedicated to ensuring that individuals and businesses are properly covered. Whether you are looking for home, auto, commercial, workers comp, or life insurance, Tom and his team are committed to providing personalized and comprehensive coverage options. Conveniently located across from the Pleasanton Sports Park, the office welcomes clients from Dublin, Livermore, San Ramon, Danville, Castro Valley, Alamo, Walnut Creek, and beyond. With a range of insurance products available, including car, home, renters, business, condo, and life insurance, Tom Dote is equipped to help clients navigate their insurance needs. Additionally, as a Farmers Insurance and Financial Services agent, Tom can assist in building a solid financial plan for the future. For added protection, Personal Umbrella insurance policies are also available. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, individuals can contact Tom Dote directly.
3015 Hopyard Rd suite u, Pleasanton, CA 94588, United States -
McKinney & Co, CPA, A Professional Corporation
● ClosedMcKinney & Co, CPA, A Professional Corporation is a well-established accounting and finance institution located at 19244 Redwood Road in Castro Valley, California, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their dedication to professionalism and client satisfaction sets them apart in the industry. Whether you need help with your personal finances or business accounting, McKinney & Co, CPA is the trusted partner you can rely on.
19244 Redwood Rd, Castro Valley, CA 94546, United States -
Flex Tax and Consulting Group
● ClosedFlex Tax and Consulting Group is a professional accounting and finance institution located at 2811 Castro Valley Boulevard, Castro Valley, California, United States. The team at Flex Tax provides excellent tax services, offering expertise in handling complex tax situations such as rental income, homeownership, stock sales, and more. Clients praise the proactive and insightful service provided by the knowledgeable staff, including Will, Sam, Ben, Alex, and others. The institution is known for its responsiveness, thoroughness, and attention to detail in preparing and filing taxes. Clients appreciate the ease of working with Flex Tax, as they handle everything from document collection to communication with the IRS. Whether it's a simple W2 form or a more complicated tax situation, Flex Tax is highly recommended for their professional and efficient services. Clients also value the consultation services offered by Flex Tax, which help them strategize and plan for future tax preparation. Overall, Flex Tax and Consulting Group is a trusted and reliable institution that provides top-notch tax services to individuals and businesses alike.
2811 Castro Valley Blvd #206, Castro Valley, CA 94546, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2722 Castro Valley Boulevard in Castro Valley, California, United States. With a team of expert professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals. Visit us today and let us help you navigate the complex world of accounting and finance.
2722 Castro Valley Blvd, Castro Valley, CA 94546, United States -
Parneet Gandhi CPA
● ClosedParneet Gandhi CPA is a reputable accounting and finance institution located at 3719 Boulder Canyon Drive, Castro Valley, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services such as tax preparation, bookkeeping, and financial planning. Their dedication to providing personalized and professional services has earned them a strong reputation in the industry. Whether you are an individual or a business looking for financial expertise, Parneet Gandhi CPA is the place to go for all your accounting needs.
3719 Boulder Canyon Dr, Castro Valley, CA 94552, United States -
Lin Maurice
● OpenLin Maurice is a reputable accounting and finance institution located at 18251 Maffey Drive in Castro Valley, California. With a focus on providing top-notch financial services to individuals and businesses, Lin Maurice is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers a wide range of accounting and finance services, including tax preparation, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, Lin Maurice is committed to providing expert guidance and support. Contact them today to learn more about how they can help you achieve financial success.
18251 Maffey Dr, Castro Valley, CA 94546, United States -
Don & Linda's Tax Services
● OpenDon & Linda's Tax Services is a trusted accounting and finance institution located in Castro Valley, California. With a convenient address at 20661 Santa Maria Avenue, this establishment offers expert tax services to individuals and businesses in the area. The team at Don & Linda's Tax Services is dedicated to providing top-notch financial assistance and guidance to help clients navigate the complexities of tax laws and regulations. Whether you need help with tax preparation, planning, or filing, you can rely on Don & Linda's Tax Services for professional and reliable service.
20661 Santa Maria Ave, Castro Valley, CA 94546, United States -
Sstar Services
● ClosedSstar Services is a finance institution located at 4266 Gem Avenue in Castro Valley, California, United States. We offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you need assistance with budgeting, investing, or planning for retirement, Sstar Services is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
4266 Gem Ave, Castro Valley, CA 94546, United States -
Holmes Robert a CPA
● OpenHolmes Robert, a CPA, is a reputable accounting and finance institution located at 3461 Castro Valley Boulevard in Castro Valley, California, United States. With a team of experienced and knowledgeable certified public accountants, Holmes Robert offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in the expertise and professionalism of the team at Holmes Robert to provide accurate and reliable financial solutions tailored to their individual needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Holmes Robert is dedicated to helping you achieve your financial goals.
3461 Castro Valley Blvd, Castro Valley, CA 94546, United States -
Coastal Chiropractic and Massage Therapy
● ClosedWelcome to Coastal Chiropractic and Massage Therapy, where the beach lifestyle meets holistic health and wellness. Located at 700 East Santa Clara Street, Ventura, California, we’re your local haven for rejuvenation and healing. Our approach is far from the typical doctor’s office experience; we offer a relaxed and friendly environment where your appointment feels more like a rejuvenating hangout session with substantial health benefits. At Coastal Chiropractic, our mission is to restore our patients to full health through high-quality chiropractic care. We specialize in addressing a wide range of conditions, including low back pain, sciatica, migraines, and more. Our method involves taking before and after X-rays to meticulously track your progress, ensuring that you receive the most effective treatment tailored to your needs.
700 East Santa Clara Street, Ventura, California 93001, United States
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- financial planning for businesses in Fremont
- financial planning for businesses in Hayward
- financial planning for businesses in Oakland
- financial planning for businesses in Pleasanton
- financial planning for businesses in Ventura
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