TOP 30 Financial planning in Alameda, California

149 results found

Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a variety of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, with a focus on ethical practices and comprehensive financial planning.

Raegen, Parker and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1905 The Alameda in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, their team of experienced professionals strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raegen, Parker and Associates is dedicated to providing expert guidance and tailored solutions to meet your unique needs.

Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA® is a reputable finance institution located at 26440 La Alameda in Mission Viejo, California. With a focus on providing personalized financial advice and services, Jacqueline Shohdy is a Certified Exit Planning Advisor (CEPA®) who helps clients navigate their financial goals and plan for the future. Whether you are looking to invest, save for retirement, or plan for your estate, Jacqueline Shohdy and the team at Edward Jones are dedicated to helping you achieve financial success.

Edward Jones - Financial Advisor: Ian White is a trusted financial institution located at 26400 La Alameda in Mission Viejo, California. As a dedicated financial advisor, Ian White provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Ian White is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ian White is the go-to institution for all your financial needs in Mission Viejo.

Edward Jones - Financial Advisor: Jason E Brady, CEPA® is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. Specializing in comprehensive financial planning and wealth management services, Jason E Brady is a Certified Exit Planning Advisor (CEPA®) who is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Jason E Brady, CEPA® is a go-to destination for individuals and families seeking expert financial guidance and support.

Alameda Tax Services, LLC is a finance institution located at 1423 Webster Street in Alameda, California, United States. They specialize in providing tax services to individuals and businesses in the area. With a team of experienced professionals, they offer expert advice and assistance with tax preparation, planning, and filing. Whether you need help with personal income taxes or business tax compliance, Alameda Tax Services, LLC is dedicated to helping you navigate the complexities of the tax system and maximize your financial outcomes.

Pirotta Financial Services Inc is a reputable accounting and finance institution located in the heart of San Jose, California. With a prime location at 1520 The Alameda, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help. Trust Pirotta Financial Services Inc for all your accounting and finance needs in the Silicon Valley area.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

TTK Investments is a premier store located at 101 The Alameda in San Juan Bautista, California. Our institution specializes in providing a wide range of investment options for our clients. We offer personalized services to help individuals and businesses make informed decisions when it comes to their financial goals. Our experienced team is dedicated to helping our clients navigate the complex world of investments and achieve success. Visit TTK Investments today to start planning for a secure financial future.

Kelly Lux - State Farm Insurance Agent is a well-established insurance agency located at 2221 Harbor Bay Parkway in Alameda, California. With over 34 years of experience in the insurance industry, Kelly Lux and her team are dedicated to providing personalized service to customers in Alameda, Oakland, San Leandro, Hayward, and the surrounding East Bay Area. They have been recognized with prestigious awards such as the State Farm Legion of Honor and Crystal Excellence for their exceptional customer service. Kelly Lux believes in building genuine relationships with her clients to create insurance plans that cater to their unique needs. Her team of experienced professionals, including Tiffany Palmer, Laura Seagren, Carolyn Owen, and Kelcey Edwards, are committed to helping customers with a range of insurance services including auto, home, life, business, health insurance, and financial services.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Larry Bolton - State Farm Insurance Agent is a trusted insurance agency located at 934 Central Avenue in Alameda, California. With a strong commitment to providing personalized service and quality coverage, our team is dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, we are here to help you find the right policy to fit your needs. Contact us today to schedule a consultation and learn more about how we can assist you in securing your future.

Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.

Safe Place is a trusted institution located at 3490 The Alameda in Santa Clara, California, United States. Our mission is to provide a secure and welcoming environment for individuals in need of assistance and support. Whether you are facing homelessness, domestic violence, or any other crisis, Safe Place is here to offer confidential services and resources to help you navigate through difficult times. Our dedicated staff is committed to ensuring your safety and well-being, and we strive to empower individuals to make positive changes in their lives. Visit us at Safe Place and let us help you find the support you need.

Shinsei Gardens is a housing institution located at 401 Willie Stargell Avenue in Alameda, California, United States. This institution offers affordable housing for households with incomes between 20% and 60% of the Area Median Income, including 12 units for persons with disabilities. Services for special needs residents are provided, and a resident services coordinator brings additional family and youth services to the property. The amenities at Shinsei Gardens include a community room, laundry rooms, an elevator, and assigned parking spaces. The building features green and energy-efficient design elements such as photo voltaics, sustainable flooring and countertops, drought-tolerant landscaping, water-conserving plumbing fixtures, and energy star appliances and lighting.

Breakers at Bayport is a premier rental complex located at 459 Neptune Gardens Avenue in Alameda, California. Our 52 beautifully designed apartments offer private outdoor areas and on-site resident parking. Residents can enjoy a community room, tot lot, outdoor plaza, recreational lawn area, and on-site laundry facilities. Conveniently located near public transportation, retail, and restaurants, Breakers at Bayport offers affordable and market-rate family housing, senior housing, cooperatives, and special needs housing. Our services include marketing and rent up, specialized program development, acquisition and rehabilitation, historic preservation, new housing development, and financial and syndication services. Trust us for project planning, feasibility analysis, and pre-construction and construction phase services. Visit us today to experience luxury living at its best.

Mineweaser & Associates is a reputable institution located at 865 The Alameda in San Jose, California, United States. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and tax consulting. With a focus on personalized solutions tailored to each client's unique needs, we strive to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing your investments, or looking for expert tax advice, Mineweaser & Associates is here to provide you with top-notch service and guidance. Contact us today to learn more about how we can assist you in reaching your financial objectives.

JMV Insurance Services Inc is a comprehensive insurance agency located at 6367 Alameda Street in Los Angeles, California. Specializing in finance, health, and travel insurance, our dedicated team of professionals is committed to helping individuals and businesses protect their assets and plan for the future. As a trusted local government office, we provide personalized service and tailored insurance solutions to meet the unique needs of our clients. Whether you're looking for coverage for your home, auto, health, or travel adventures, JMV Insurance Services Inc has you covered. Contact us today to learn more about our services and how we can help you secure peace of mind.

American Stand Health Insurance is a trusted insurance agency located in Lynwood, California. We specialize in providing comprehensive health insurance coverage to individuals and families. Our dedicated team of professionals is committed to helping our clients find the best insurance plans that meet their specific needs and budget. With a focus on customer service and personalized care, American Stand Health Insurance is the go-to choice for reliable and affordable health insurance options in the United States. Visit us at 11854 Alameda Street to learn more about our services and how we can help you secure your health and well-being.

Aisha's Mobile Notary, LLC is a trusted institution located at 1901 Harrison Street in Oakland, California, United States. Specializing in accounting and finance services, we offer a range of services including notary, taxes, loan signing, live scan, apostille process services, credit repair, and passport photo services in Oakland, Alameda, and Concord, California. Scheduled appointments are given priority over walk-ins to ensure efficient service. Our institution upholds a strict disclaimer, policy, copyright, terms, and Covid 19 safety measures to protect our clients and staff. Trust Aisha's Mobile Notary, LLC for all your financial and notary needs in the Oakland area.

SchoolsFirst Federal Credit Union in Mission Viejo (Crown Valley) is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. As a member-owned credit union, SchoolsFirst is dedicated to providing excellent financial services to educators and their families. Whether you're looking for savings accounts, loans, or investment options, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

Thi Luu's Services is a comprehensive institution offering a wide range of services including accounting, finance, health, and insurance agency. Located at 1415 Broadway in Alameda, California, United States, Thi Luu's Services is dedicated to providing top-notch expertise and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, clients can expect reliable and efficient service in managing their financial and health-related matters. Whether you need assistance with tax preparation, investment planning, health insurance, or any other financial or insurance needs, Thi Luu's Services is committed to helping you achieve your goals and secure your future.

1UP Cargo is a finance institution located at 777 South Alameda Street in Los Angeles, California, United States. We provide a range of financial services for the shipping, rail, trucking, and port industries. Our team stays up to date on the latest industry news and regulations, including updates on ocean shipping, bridge collapses, demurrage and detention rules, Panama Canal transit adjustments, and safety ratings for trucking companies. Trust 1UP Cargo to provide expert financial solutions for your transportation business needs.

The Law Offices of Melanie Tavare, located at 24301 Southland Drive in Hayward, California, is a finance and lawyer institution specializing in helping individuals get a fresh financial start through bankruptcy. With expertise in efficient and effective bankruptcy filings, attorney Melanie Tavare is recognized as a Rising Star in Super Lawyers Magazine. The firm offers personalized attention and oversight throughout the bankruptcy filing process, ensuring that clients understand their options and receive the best legal strategy for their financial needs. Testimonials praise Melanie for her responsiveness, professionalism, and valuable solutions. The firm serves various localities in Alameda County, Contra Costa County, and San Francisco County. As a debt relief agency, the Law Offices of Melanie Tavare assists individuals in filing for bankruptcy relief under the Bankruptcy Code.

Farmers Insurance - Christi Spina is an established insurance agency located at 530 Alameda del Prado, Novato, California. The agency was founded in 1984 by Monty Hollingsworth, who built a strong reputation based on hard work and excellent client relationships. In 2006, Christi Spina took over the agency and continued the legacy of exceptional service. With two locations in Novato and Santa Rosa, the agency offers a range of insurance services including car, home, life, renters, business, and condo insurance. They also provide personalized financial planning services to help clients secure their future. Farmers Insurance has been in the industry for over 80 years, offering reliable coverage and competitive rates. Contact Christi Spina today for expert advice on selecting the right insurance coverage for your needs and budget.

Spina Insurance Agency is a reputable insurance agency located at 530 Alameda del Prado, Novato, California, United States. Founded in 1984 by Monty Hollingsworth, the agency has a strong foundation built on hard work, perseverance, and excellent client relationships. In 2006, Monty's daughter, Christi Spina, took over the agency and has continued to uphold the same ethics and skills instilled by her father. With locations in Novato and Santa Rosa, the agency specializes in navigating the complex world of insurance to ensure clients have the right coverage when they need it. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or financial planning, Spina Insurance Agency is here to help. Contact them today for personalized assistance and expert advice.

Located in Albany, California, Farmers Insurance - Kenneth Correa is a trusted insurance agency serving Alameda County, Contra Costa County, and the surrounding areas. With over 50 years of business experience, Kenneth Correa is dedicated to providing top-notch service and finding the best insurance solutions for his clients. From auto and home insurance to life and commercial insurance, Kenneth and his team are committed to helping you protect what matters most. As a Vietnam War Veteran, Kenneth continues to serve his community and is passionate about assisting others. Visit the office conveniently located on Solano Avenue to discuss your insurance needs and receive personalized guidance. Whether you're looking for comprehensive coverage, renters insurance, or financial planning services, Farmers Insurance - Kenneth Correa has you covered. Contact Kenneth today for a consultation and discover how you can secure a bright and secure future.

Farmers Insurance - Jack Parden is a trusted insurance agency located at 1043 Alameda De Pulgs, Belmont, California, United States. As your local Farmers® agent in Belmont, CA, they help customers identify the insurance coverage that best fits their needs. With over 80 years of experience, they offer a range of insurance options including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, their knowledgeable team can help you find the right policy for your needs and budget. They also offer competitive rates and discounts to help you save money. Additionally, they provide personalized service to help you understand your coverage options and create a solid financial plan for the future. Contact Farmers Insurance - Jack Parden today to get started on protecting what matters most to you.

Farmers Insurance - Alfonso Servin is an insurance agency located at 550 Park Street, Alameda, California, United States. With over 15 years of industry experience, Alfonso Servin is dedicated to serving the community and surrounding areas, providing assistance with insurance problems and guiding clients through the insurance process. Whether you need home insurance, auto insurance, commercial coverage, or life insurance, Alfonso and his staff are committed to ensuring that you are well taken care of. Located near the South Shore Shopping Center, the agency offers personalized service to clients in San Lorenzo, Newark, Fremont, San Leandro, Berkeley, San Mateo, the greater San Francisco Bay area, and beyond. Contact them for comprehensive coverage, competitive rates, and multi-line insurance discounts. Additionally, Farmers Insurance - Alfonso Servin offers renters insurance, business insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Contact Alfonso Servin today to discuss your insurance needs and build a solid financial plan for the future.

Farmers Insurance - Leah Nishi is an insurance agency located at 1516 Oak Street in Alameda, California, United States. Leah Nishi, the dedicated Farmers Insurance Agent, specializes in life, commercial, and home insurance, providing customized solutions tailored to each client's unique needs. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Leah is here to help you navigate the complexities of insurance. With over 80 years of experience, Farmers Insurance offers reliable coverage for your home, car, life, business, and more. From renters insurance to condo insurance, Leah can help you protect your assets and future earnings with a personalized insurance plan. Additionally, as a Financial Services agent, Leah can assist you in building a solid financial plan to secure your future. Contact Leah Nishi at Farmers Insurance for exceptional service and peace of mind.