TOP 30 Financial service providers in Oakland, California
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West Oakland Health
● OpenWest Oakland Health is a community institution located at 7450 International Boulevard in Oakland, California, United States. We provide high-quality health care and human services to the East Bay African American community, with a commitment to improving the health of Black and low-income populations. Our services include outpatient treatment for mental health, eye care through a partnership with UC Berkeley, family dental care, and support for pregnancy, childbirth, and pediatric care. We offer pharmacy services, virtual maternal and infant support, and after-hours medical advice for urgent needs. Our mission is to treat each patient as a whole person and provide care regardless of financial circumstances. Join us in supporting our legacy of love for the community's health. Call us for an appointment or visit our website to learn more about our services and programs.
7450 International Blvd, Oakland, CA 94621, United States -
Concise Solutions Insurance Services
● ClosedConcise Solutions Insurance Services is a reputable insurance agency located at 3349 International Boulevard in Oakland, California. Specializing in Commercial Insurance, Home Insurance, and Auto Insurance, we proudly serve the communities of San Francisco, Oakland, Santa Clara, Fremont, Berkeley, and Hayward, CA, as well as surrounding areas. Our dedicated team understands the unique needs of Bay Area businesses and individuals, providing affordable insurance solutions without compromising on quality. Whether you are looking to protect your liability, employees, company vehicles, or personal property, we offer comprehensive insurance coverage tailored to your specific requirements.
3349 International Blvd Suite 2, Oakland, CA 94601, United States -
ATC Health Insurance Oakland
● OpenATC Health Insurance Oakland is a leading insurance agency located at 1931 Broadway in Oakland, California. Our dedicated team specializes in providing comprehensive health insurance solutions to individuals and families in the Oakland area. With a commitment to personalized service and a wide range of coverage options, we strive to help our clients find the perfect insurance plan to meet their unique needs. Contact us today to learn more about how ATC Health Insurance Oakland can protect your health and financial well-being.
1939 Harrison St, Oakland, CA 94612, United States -
JA Health Insurance Services
● ClosedJA Health Insurance Services is a reputable insurance agency located at 180 Grand Avenue in Oakland, California. We specialize in providing comprehensive health insurance solutions to individuals and families in the United States. Our experienced team of professionals is dedicated to helping clients find the right coverage that meets their needs and budget. Whether you are looking for individual health insurance, group health insurance, or Medicare plans, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help protect your health and financial well-being.
180 Grand Ave, Oakland, CA 94612, United States -
KHL Financial & Insurance Services Inc
● ClosedKHL Financial & Insurance Services Inc is a trusted insurance agency located at 212 9th Street in Oakland, California. Since 1987, we have been providing exceptional insurance services to the Bay Area community. Our team is fully insured and bonded, and we are dedicated to helping businesses reduce risk and save money, as well as protecting families and securing their financial future. At KHL Financial & Insurance Services Inc, we understand the importance of communication, which is why all of our agents and service representatives are multilingual, speaking Mandarin, Cantonese, Malay, and English. We cater to a diverse range of clients, including individuals, families, and businesses.
212 9th St STE 311, Oakland, CA 94607, United States -
young mogul financial services and loan
● ClosedYoung Mogul Financial Services and Loan is a premier financial institution located in Oakland, California, United States. Specializing in finance, they offer a wide range of services including loans, investments, and financial planning. With a team of experienced professionals, Young Mogul Financial Services and Loan is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to start a new business, buy a home, or invest for the future, they are committed to providing personalized solutions to meet your needs. Trust Young Mogul Financial Services and Loan to be your partner in building a secure financial future.
1999 Harrison St 18 Fl PMB 1249, Oakland, CA 94612, United States -
Apoyo Financiero Oakland
● ClosedApoyo Financiero Oakland is a finance institution located at 3700 East 12th Street in Oakland, California. We offer a range of financial services to assist individuals and businesses in managing their finances and achieving their goals. Our knowledgeable staff is dedicated to providing personalized assistance and guidance to help our clients make informed decisions about their financial future. Whether you need a loan, financial planning advice, or assistance with budgeting, Apoyo Financiero Oakland is here to support you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
3700 E 12th St Suite 1, Oakland, CA 94601, United States -
Oakland Prime Mobile Notary
● OpenOakland Prime Mobile Notary is a trusted financial institution located at 675 Hegenberger Road in Oakland, California. Our team of experienced notaries provides convenient and professional mobile notary services for a variety of financial transactions. Whether you need documents notarized for a loan, real estate transaction, or legal matter, we are here to help. With a commitment to accuracy, efficiency, and exceptional customer service, Oakland Prime Mobile Notary is the go-to choice for all your notary needs in the Oakland area. Contact us today to schedule an appointment.
675 Hegenberger Rd, Oakland, CA 94621, United States -
Golden 1 Credit Union - Uptown Oakland Branch
● ClosedThe Golden 1 Credit Union - Uptown Oakland Branch is a convenient financial institution located at 2251 Broadway in Oakland, California, United States. As a full-service credit union, they offer a range of banking and financial services including ATMs, checking and savings accounts, loans, and more. With a commitment to providing excellent customer service and competitive rates, the Golden 1 Credit Union is a trusted choice for individuals and businesses in the Oakland area. Visit their Uptown Oakland Branch today for all your banking needs.
2251 Broadway, Oakland, CA 94612, United States -
Hunter Notary Services
● ClosedHunter Notary Services is a reputable finance institution located at 11200 Golf Links Road in Oakland, California. We offer a wide range of notary services to meet the needs of our clients. Our experienced notaries are dedicated to providing efficient and reliable services, ensuring all documents are properly notarized and authenticated. Whether you need documents notarized for real estate transactions, legal matters, or any other financial transactions, you can trust Hunter Notary Services to handle your needs with professionalism and expertise. Contact us today to schedule an appointment or learn more about our services.
11200 Golf Links Rd Suite E, Oakland, CA 94605, United States -
Miranda's Multi-Services
● ClosedMiranda's Multi-Services is a trusted financial institution located at 2320 Church Street in Oakland, California. We offer a wide range of financial services to meet the needs of individuals and businesses in the area. Our team of experienced professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Whether you need assistance with taxes, accounting, insurance, or loans, Miranda's Multi-Services is here to help. Visit us today to experience the difference our personalized approach can make in your financial well-being.
2320 Church St, Oakland, CA 94605, United States -
Olivia's Mobile Notary Services
● OpenOlivia's Mobile Notary Services is a convenient and reliable option for all your notary needs in Oakland, California. Located at 4241 Harbor View Avenue, our finance institution offers mobile notary services, meaning we can come to you wherever you are located. Our experienced notaries are professional, efficient, and available to assist with a variety of financial documents. Whether you need notarization for loan documents, contracts, or legal forms, Olivia's Mobile Notary Services is here to help. Trust us to provide prompt and accurate notary services to meet your needs.
4241 Harbor View Ave, Oakland, CA 94619, United States -
USA Tax & Bookkeeping Services
● ClosedUSA Tax & Bookkeeping Services is a reputable accounting and finance institution located at 2003 Austin Street in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with filing your taxes or managing your business finances, USA Tax & Bookkeeping Services is here to help. Contact us today to schedule a consultation.
2003 Austin St, Oakland, CA 94601, United States -
I Love Oakland
● OpenI Love Oakland is a finance institution located at 4096 Piedmont Avenue in Oakland, California. They offer professional mortgage and real estate investment loan services to help clients achieve their financial goals. Whether you are a first-time homebuyer or looking to invest in property, I Love Oakland can provide the assistance you need. Visit their website for more information and discover all that Oakland has to offer.
4096 Piedmont Ave, Oakland, CA 94611, United States -
TNT Financial Services, Inc.
● ClosedTNT Financial Services, Inc. is a reputable finance institution located at 10617 MacArthur Boulevard in Oakland, California, United States. With a strong commitment to providing top-notch financial services, TNT offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, TNT Financial Services, Inc. has the expertise and experience to help you achieve your financial goals. Trustworthy and reliable, TNT is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
10617 MacArthur Blvd, Oakland, CA 94605, United States -
Northeastern University in Oakland
● OpenNortheastern University in Oakland is a vibrant hub for experiential learning, research, and entrepreneurship located at 5000 MacArthur Boulevard in Oakland, California. Our institution offers a unique opportunity to immerse yourself in the culturally diverse and innovative Bay Area, where you can engage in collaborative problem-solving and innovative thinking. With a focus on immersive learning and interdisciplinary majors spanning business, healthcare, science, and technology, Northeastern University in Oakland provides a dynamic educational experience enriched by real-world learning opportunities throughout the Bay Area. Our Experiential Entrepreneurship programming and Experiential Network (XN) offer hands-on experience and skills development to prepare you for success in the fastest-growing fields.
5000 MacArthur Blvd, Oakland, CA 94613, United States -
Fiesta Auto Insurance & Tax Service
● ClosedFiesta Auto Insurance & Tax Service is a finance and insurance agency located at 4102 International Boulevard in Oakland, California. They offer a range of services including auto insurance, tax preparation, and other financial services. With a focus on providing quality customer service and competitive rates, Fiesta Auto Insurance & Tax Service is a trusted choice for individuals and families in need of insurance and financial assistance. Visit their office today for personalized assistance and expert advice.
4102 International Blvd, Oakland, CA 94601, United States -
Oakland lincoln university
● OpenOakland Lincoln University is a prestigious secondary school located at 1421 7th Street in Oakland, California, United States. Known for its rigorous academic programs and dedicated faculty, Oakland Lincoln University provides students with a supportive and enriching learning environment. With a focus on academic excellence and personal growth, this institution prepares students for success in higher education and beyond. Join us at Oakland Lincoln University and unlock your full potential.
1421 7th St, Oakland, CA 94607, United States -
Mt Tax & Financial Consulting
● OpenMt Tax & Financial Consulting is a reputable institution located at 1534 21st Avenue in Oakland, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial consulting to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized service, we strive to help our clients navigate the complexities of taxes and financial management with ease. Trust Mt Tax & Financial Consulting to be your partner in achieving your financial goals.
1534 21st Ave, Oakland, CA 94606, United States -
In Touch Financial Services LLC
● ClosedIn Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.
6465 San Pablo Ave # 1-1, Oakland, CA 94608, United States -
Edward Jones - Financial Advisor: Benjamin Blake, CFP®
● ClosedEdward Jones - Financial Advisor: Benjamin Blake, CFP® is a trusted finance institution located at 5330 College Avenue in Oakland, California, United States. As a Certified Financial Planner, Benjamin Blake provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones is committed to providing top-notch service and guidance to clients in the Oakland area.
5330 College Ave Suite 230, Oakland, CA 94618, United States -
Lam's Financial Services. Inc
● OpenLam's Financial Services, Inc. is a reputable finance institution located at 1406 7th Avenue in Oakland, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions to meet our clients' needs. Trust Lam's Financial Services, Inc. to provide you with expert financial guidance and support.
1406 7th Ave, Oakland, CA 94606, United States -
Balance Financial Planning, LLC
● OpenBalance Financial Planning, LLC is a reputable finance institution located at 5438 Shafter Avenue in Oakland, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, plan for your children's education, or manage your investments, our team is here to provide expert guidance and support. Trust Balance Financial Planning, LLC to help you achieve financial balance and security for the future.
5438 Shafter Ave, Oakland, CA 94618, United States -
Sierra Pacific Financial Advisors, LLC
● ClosedSierra Pacific Financial Advisors, LLC is a finance institution located at 1300 Clay Street in Oakland, California, United States. Our team of experienced advisors are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to build long-lasting relationships based on trust and professionalism. Contact us today to schedule a consultation and start planning for a secure financial future.
1300 Clay St Suite 600, Oakland, CA 94612, United States -
West Coast Financial
● OpenWest Coast Financial is a leading finance institution located in the heart of Oakland, California. With a prime location at 1814 Franklin Street, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, West Coast Financial is here to help. Trust us to guide you towards a secure financial future.
1814 Franklin St, Oakland, CA 94612, United States -
Matthews Financial & insurance Solutions
● OpenMatthews Financial & Insurance Solutions is a reputable finance institution located at 2100 Embarcadero East in Oakland, California. Specializing in providing comprehensive financial and insurance solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and tailored strategies, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are looking for retirement planning, investment management, or insurance coverage, Matthews Financial & Insurance Solutions is here to support you every step of the way. Visit us today to experience the difference our expertise can make in your financial future.
2100 Embarcadero E #105, Oakland, CA 94606, United States -
Modern Financial Planning
● OpenModern Financial Planning is a leading finance institution located in the heart of Oakland, California. Our team of experienced financial advisors provides personalized and comprehensive planning services to help individuals and businesses achieve their financial goals. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each client. Visit us at 344 Thomas L Berkley Way to start planning for a secure financial future today.
344 Thomas L Berkley Way M10, Oakland, CA 94612, United States -
Merrill Lynch Financial Advisor Blake M Welpton
● OpenMerrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services. With over 23 years of experience in the industry, Blake is a seasoned professional who is dedicated to helping clients achieve their long-term financial goals. As a Wealth Management Advisor, Blake holds the Chartered Financial Consultant® and Certified Divorce Financial Analyst® designations, providing expert advice in areas such as investments, wealth management, retirement planning, and estate planning. At Merrill Lynch Wealth Management, Blake and his team focus on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, they can create a customized financial plan that reflects their individual needs. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a tailored approach designed to help them achieve their financial objectives.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Personal Best Financial LLC
● ClosedPersonal 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.
4263 Gilbert St, Oakland, CA 94611, United States -
Lula Financial
● ClosedLula Financial is a finance institution located at 66 Franklin Street in Oakland, California, United States. Our specialty is providing financial planning services for individuals who may not enjoy the process of financial planning. Our goal is to create a customized plan that will guide you from your current financial situation to your desired financial goals. We believe that following a financial plan is crucial for securing a stable future and avoiding financial hardship in the long run. Let Lula Financial help you navigate the complexities of financial planning and secure your financial future.
66 Franklin St 3rd Floor, Oakland, CA 94607, United States
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