TOP 30 Financial planning in Albany, California

28 results found

Leon Financial Solutions is a reputable finance and insurance agency located at 600 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, we offer personalized solutions to meet our clients' needs. Trust Leon Financial Solutions to provide you with expert advice and reliable services to secure your financial future.

Edward Jones - Financial Advisor: Josh Wulkan is a reputable finance institution located at 1301 Solano Avenue in Albany, California, United States. With a focus on providing personalized financial advice and services, Josh Wulkan and his team are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones - Financial Advisor: Josh Wulkan is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial plan tailored to your needs.

Merrill Investment & Retirement Financial Center is a finance institution located at 1516 Solano Avenue in Albany, California, United States. You can find a Merrill® Financial Solutions Advisor™ in Albany, CA by searching for an advisor's name or the parent company, "Merrill Lynch." Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is not owned by Merrill Edge®, Bank of America® or their affiliates. At Merrill Investment & Retirement Financial Center, we strive to provide information about products and services that may be of interest and use to you. Our services include investment in securities, with the understanding that there are risks involved and the potential for loss. Returns are based on Net Asset Value (NAV) and market price, including fees and applicable loads.

Jay Scott - State Farm Insurance Agent is a unique insurance agency located at 400 Evelyn Avenue in Albany, California, United States. What sets us apart is that we are the ONLY agency in the country that uses 100% of our profits to fight the climate crisis. By choosing to move your insurance and financial services to our agency, you are not only protecting yourself and your family but also contributing to a greater cause. Our commitment to caring for our customers goes beyond what you would expect from an insurance agency. We are dedicated to making a positive impact on the environment and future generations. With over 160 five-star Google reviews, our customers can attest to the quality service and care we provide.

Farmers Insurance - Sirak Tegbaru is an insurance agency located at 10810 San Pablo Avenue, El Cerrito, California, United States. During the COVID-19 pandemic, they are committed to providing safety and support to their clients in El Cerrito, Albany, Berkeley, Richmond, Oakland, and the surrounding East Bay Area. With eight years of experience, they offer a range of insurance services including auto, homeowners, small business, commercial, workers compensation, renters, life insurance, and financial services. As a proud member of the Farmers Topper Club, they aim to help clients customize insurance policies to fit their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, their team is dedicated to providing the assistance and results you expect. Contact them for a personalized insurance quote and learn about available discounts to help you save money. From protecting your home to securing your financial future, Farmers Insurance - Sirak Tegbaru is here to help you navigate the world of insurance with confidence.

Farmers Insurance - Jason Ortiz is an insurance agency located at 600 San Pablo Avenue, Albany, California, United States. As your local Farmers® agent in Albany, CA, Jason Ortiz helps customers identify the insurance coverage that best fits their needs. With over a decade of insurance background, Jason is knowledgeable and experienced in providing personalized service to make customers smarter about insurance. Whether you need auto, home, renters, business insurance, and more, Jason can help you understand your coverage options. Born and raised in the East Bay, Jason loves to support the local community by buying and shopping locally. He takes pride in providing clients with peace of mind and knowledge about products to protect their assets. Contact Jason Ortiz for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Get started with an online quote for auto insurance and learn about discounts to save money. Protect your home with insurance products from Farmers®, a company with over 80 years of experience. Jason Ortiz can help you review your life insurance policy and create a plan to provide financial support for your loved ones. Ensure your personal belongings are protected with renters insurance. For small businesses, Jason can help customize a business insurance package to reduce risks and protect investments. Get a quote for condo insurance to safeguard your possessions. Meet with Jason Ortiz, a Farmers Insurance and Financial Services agent, to build a solid financial plan. For added coverage, consider a personal umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates provide insurance underwritten by Farmers Insurance Company. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Contact Jason Ortiz at Farmers Insurance for more information.

Dawn Watson - Aflac Insurance Agent is located at 1625 Hotel Circle South in San Diego, California, United States. As an insurance agency, we offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events to help alleviate financial worries. Our policies help with deductibles, co-pays, and other out-of-pocket expenses, and we provide dental and vision coverage with no networks or deductibles. Aflac also offers cash benefits to help with expenses that major medical insurance may not cover. Employers can provide quality products to their employees at no direct cost, and individuals have the opportunity to become Aflac insurance agents for added flexibility. Our services are offered by American Family Life Assurance Company of Columbus, with group policies provided by Continental American Insurance Company. Aflac Benefit Solutions, Inc. administers dental and vision plans. Our headquarters are in Columbus, GA, with offices in Columbia, SC and Albany, NY. Premium life, absence, and disability services are available in all states except Puerto Rico, Guam, and the Virgin Islands, and are offered by Continental American Insurance Company. Self-funded plans and absence services are administered by CAIC in all states except NY. In NY, these services are administered by American Family Life Assurance Company of NY. Please note that products may not be available in all states and may vary depending on state law. Direct to Consumer Business is underwritten by Tier One Insurance Company in California.

Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.

Mitchell Law Office is a reputable finance and legal institution located at 1320 Solano Avenue in Albany, California, United States. Our team of experienced lawyers specializes in a wide range of legal services, including personal injury, real estate, and business law. With a strong commitment to providing top-notch legal representation and financial guidance, we strive to ensure the best possible outcomes for our clients. Contact us today to schedule a consultation and see how Mitchell Law Office can assist you with your legal and financial needs.

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.

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.

Aflac Insurance: Craig Allen Pfaff is an insurance agency located at 9672 Elmira Circle, Sacramento, California, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Whether it's a covered accident, a positive diagnosis, or a serious health event, Aflac pays cash benefits to help ease the financial burden. Our coverage includes assistance with deductibles, co-pays, hospital stays, dental care, vision care, and more. We also offer opportunities to become an Aflac insurance agent, providing flexibility and unlimited potential. Aflac is committed to providing quality products to employees at no direct cost. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, except in New York where coverage is provided by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Our headquarters are in Columbus, GA, with additional locations in Columbia, SC and Albany, NY. Aflac's Premium Life, Absence, and Disability Services are available in all states, except Puerto Rico, Guam, or the Virgin Islands, and are offered by Continental American Insurance Company. Administrative services are not insurance and may vary depending on state law. Direct to Consumer Business is underwritten by Tier One Insurance Company in California.

Apex Tax and Accounting Services is a reputable institution located at 979 San Pablo Avenue in Albany, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of taxes and financial planning with ease. Trust Apex Tax and Accounting Services for all your financial needs.

Fog City Advisors is a trusted financial advisory firm located at 622 Talbot Avenue in Albany, California. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement strategies, tax planning, or estate planning, we are here to provide personalized solutions tailored to your specific needs. At Fog City Advisors, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Legacy CPA, Inc is a reputable accounting and finance institution located at 1035 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, Legacy CPA, Inc offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Legacy CPA, Inc to provide accurate and reliable financial solutions to help them achieve their goals.

Winspear Tony is a reputable accounting and finance institution located at 828 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, Winspear Tony offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Winspear Tony is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, Winspear Tony is committed to helping you achieve your financial goals.

Rabin & Company is a reputable accounting and finance institution located at 400 Evelyn Avenue in Albany, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Rabin & Company for accurate and reliable financial advice to help them achieve their financial goals.

Kopman Tax & Accounting is a reputable institution located at 1223 Solano Avenue in Albany, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the financial world with ease and confidence. Trust Kopman Tax & Accounting to handle all of your financial needs with professionalism and expertise.

RID Accounting and Management Solution is a leading institution located at 1117 Brighton Avenue in Albany, California, United States. We offer top-notch accounting and management services to help businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the specific needs of our clients. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are here to help. Trust RID Accounting and Management Solution for all your financial needs.

Solano Avenue Tax is a reputable accounting and finance institution located at 1654 Solano Avenue in Albany, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Trust Solano Avenue Tax for all your accounting and finance needs.

Gloria's Bookkeeping & Tax Services, LLC is a reputable accounting and finance institution located at 600 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, we offer a wide range of services including bookkeeping, tax preparation, financial planning, and more. Our dedication to providing accurate and reliable financial solutions has earned us a strong reputation among our clients. Whether you are a small business owner or an individual looking for expert financial guidance, Gloria's Bookkeeping & Tax Services, LLC is here to help you achieve your financial goals.

J.W. Warrington and Associates, Inc. is a reputable accounting and finance firm located at 1029 Solano Avenue in Albany, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation and planning to investment management and financial consulting, J.W. Warrington and Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

Bay CPA Plus is a reputable accounting firm located at 1191 Solano Avenue in Albany, California. Our team of experienced and knowledgeable CPAs provide a wide range of accounting services to individuals and businesses in the area. From tax preparation and planning to bookkeeping and payroll services, we are dedicated to helping our clients achieve financial success. With a commitment to excellence and personalized attention, Bay CPA Plus is the go-to choice for all your accounting needs in the Bay Area.

Namily Bookkeeping & Design - Administrative is a reputable accounting and finance institution located in Albany, California, United States. We offer professional bookkeeping and administrative services to help businesses manage their finances effectively. Our team of experts is dedicated to providing accurate and efficient financial solutions to meet the unique needs of our clients. Whether you need help with payroll, tax preparation, or financial planning, we are here to assist you every step of the way. Trust Namily Bookkeeping & Design - Administrative to handle all your accounting needs with precision and excellence.

Welcome to John M Fickewirth And Associates - Your Trusted Aflac Insurance Agent in Ventura, California Located at 143 Figueroa Street, Ventura, California, John M Fickewirth And Associates is your local Aflac insurance agency dedicated to providing you with the financial security and peace of mind you deserve. We understand that health insurance doesn’t cover everything, which is why we offer a range of supplemental insurance policies designed to fill those gaps and help you manage unexpected expenses.

Welcome to Josette Kreeger - Aflac Insurance Agent, your trusted partner in providing comprehensive insurance solutions in Camarillo, California. Located at 1041 Bollin Avenue, our agency is committed to helping you add an extra layer of protection for life's unexpected moments. At Josette Kreeger - Aflac Insurance Agent, we offer a wide range of insurance policies designed to give you peace of mind and confidence in your coverage. Whether it's an accident, a positive health diagnosis, or a serious health event, Aflac is here to support you financially, allowing you to focus on recovery rather than expenses. Our policies provide cash benefits to help with deductibles, co-pays, and other out-of-pocket costs associated with covered incidents.

Welcome to Kathy Travis - Aflac Insurance Agent, your trusted partner for comprehensive insurance solutions located at 2890 Irongate Place, Thousand Oaks, California 91362. As a dedicated Aflac insurance agency, we are committed to providing you with an extra layer of protection against life's unexpected challenges. At Kathy Travis - Aflac Insurance Agent, we understand that accidents and health issues can drastically impact your life. That's why we offer a wide range of insurance policies designed to help you feel secure and confident about your coverage. Whether it's covering deductibles, co-pays, or other out-of-pocket expenses due to a covered hospital stay, Aflac pays cash benefits directly to you, making finances one less thing to worry about during difficult times.

Welcome to Aflac Insurance: David Hernandez, your trusted partner in providing essential financial protection located at 3848 West Carson Street, Torrance, California. As a premier insurance agency, we understand that life’s unexpected moments require an extra layer of security, and we are here to help you navigate these challenges with confidence. At Aflac Insurance, we offer a comprehensive range of insurance policies designed to cover life's uncertainties. From accidents to serious health events, Aflac pays cash benefits directly to you, helping alleviate financial burdens so you can focus on what truly matters—your recovery and peace of mind. Our coverage extends to help with deductibles, co-pays, and other out-of-pocket expenses during hospital stays, ensuring you and your loved ones are well-protected.