TOP 30 Financial wellness in Alameda, California

22 results found

The Alameda Naval Air Museum, located at 2151 Ferry Point in Alameda, California, is a must-visit museum and tourist attraction. With admission prices of $10.00 for adults, $8.00 for seniors, and $6.00 for children, the museum showcases a unique collection of artifacts and exhibits highlighting the role of the Alameda Naval Air Station in national defense. Visitors can explore the history of the base, as well as the local community, for over 50 years. The museum is also accepting donations of historical items related to Naval Aviation, NAS Alameda, photos, slides, and movies. Financial donations are welcomed to support the museum's operations and maintenance costs.

Andrews Financial Services LLC, located at 1101 Marina Village Parkway in Alameda, California, is a finance institution dedicated to helping individuals and businesses safeguard their financial future during uncertain economic times. With a focus on leveraging a new type of life insurance for protection, flexibility, and control while living, Andrews Financial Services offers life insurance policies with living benefit riders at no additional cost. These riders help protect against life's most formidable risks and provide access to retirement benefits that are non-taxed. Clients of Andrews Financial Services can also discover how to create a lifetime of income that is guaranteed and cannot be outlived, as well as how to incorporate living benefits into their life insurance policy. Additionally, they can learn about the potential risks of their 401(k) or other qualified plan being a tax time bomb and how to protect themselves.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

Welcome to Wells Fargo Bank, conveniently located at 1625 South Alameda Street East, Compton, California. As a leading financial institution, we are committed to providing exceptional banking services to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our knowledgeable and friendly staff are here to assist you. We offer a comprehensive range of services, including personal banking, business banking, mortgages, and investment advice, all tailored to help you achieve your financial goals. Visit us today to experience the quality service and dedication that Wells Fargo Bank is known for. Your financial success is our priority.

Welcome to the Wells Fargo ATM located at 1625 South Alameda Street East, Compton, California 90220. Conveniently situated in the heart of Compton, our ATM provides easy access to your financial needs, offering a safe and secure environment for all your banking transactions. Whether you need to withdraw cash, check your account balance, or transfer funds, our state-of-the-art machine ensures a smooth and efficient experience. Available 24/7, the Wells Fargo ATM is here to serve you at any time of day or night, providing reliable and hassle-free access to your finances. Visit us today for a quick and convenient banking solution right in your neighborhood.

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.

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.

Granite Ridge Apartments is a welcoming community located at 3135 Medina Common in Fremont, California. Situated at the corner of Sequoia Road and Paseo Padre Parkway, this institution provides housing for 73 low-income families, including 15 households transitioning out of homelessness. The property offers a variety of rental apartment homes, including 32 one-bedroom, 22 two-bedroom, and 19 three-bedroom units. Granite Ridge Apartments is committed to serving households earning 20% to 60% of the area median income, with annual incomes ranging from $22,860 to $68,580 for a two-person household. This community aims to enrich the greater Fremont area by providing safe and affordable housing for all residents.

Irvington Terrace Apartments is a beautifully designed institution located at 4109 Broadmoor Common in Fremont, California. The apartments feature wall-to-wall carpeting, all-electric kitchens, dishwashers, air-conditioning, and deck/patio spaces. The elegant community room with a kitchen, laundry facilities, elevators, children's play area, landscaped courtyard, and assigned covered garage parking make living at Irvington Terrace convenient and enjoyable. The property is gated and professionally managed on-site. Irvington Terrace offers 100 affordable one-, two-, and three-bedroom apartments, with a thoughtful design to meet the varying needs of families. The building features three stories over a parking garage, with first-floor apartments having individual entries and private balconies or patios for every unit. The large courtyard provides areas of sun and shade, while amenities like the community room, landscaped courtyards, offices, and a large lobby/living room enhance the living experience.

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.

First Republic Bank, located at 1625 The Alameda, San Jose, California, is a full-service financial institution offering banking, ATM, and finance services. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions for all your financial needs. Deposit products and services are offered by JPMorgan Chase Bank, N.A., with a firm commitment to FDIC regulations and Equal Housing Opportunity. Investing with First Republic Bank involves market risks, but their experienced team at J.P. Morgan Wealth Management is dedicated to helping you achieve your investment objectives. Trust and Fiduciary services, as well as insurance products, are also available through affiliated companies under the common control of JPMorgan Chase & Co. Remember, investment and insurance products are subject to risks, including the potential loss of principal, so it's important to work with a trusted financial partner like First Republic Bank.

OneNotary: Cinnamon Hoffman is a trusted San Jose Notary Public located at 787 The Alameda in California, United States. With over 20 years of experience in the mortgage industry, Cinnamon Hoffman is well-versed in all types of loans and closing documents. Whether you need a document notarized for a real estate transaction, loan signing, or any other financial matter, you can rely on OneNotary for professional and efficient services. Our team values your privacy and security, which is why we use our own and third-party cookies in accordance with our Cookie Policy. Trust OneNotary: Cinnamon Hoffman for all your notary needs in San Jose.

St. Philip Neri School is a prestigious primary school located at 1335 High Street in Alameda, California, United States. Our institution is dedicated to providing a well-rounded education for students in a nurturing and supportive environment. With a focus on academic excellence, character development, and community involvement, we strive to empower our students to reach their full potential. Our experienced faculty and staff are committed to creating a positive and enriching learning experience for all students. Join us at St. Philip Neri School and become a part of our vibrant educational community.

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 - Nancy Echeverria is an insurance agency located at 1885 The Alameda, San Jose, California, United States. As a lifelong resident of San Jose, Nancy Echeverria takes pride in providing outstanding customer service and ensuring that each client is well-informed about their coverage options. With over 11 years of experience in the insurance industry, Nancy has the knowledge and expertise to help clients understand their options for auto, home, life, business insurance, and more. The agency is conveniently located in the Rose Garden District, and Nancy is dedicated to making the insurance process straightforward and personalized for each individual. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Nancy and her team can help you select the most cost-effective solution to meet your needs and budget.

Newman Law Group LLP is a dedicated law firm located at 2250 East Bidwell Street in Folsom, California, United States. Specializing in cases involving nursing home abuse and neglect, our experienced team fights for justice on behalf of vulnerable individuals who have suffered harm due to the negligence of care facilities. One of our recent cases involved a developmentally disabled adult who was neglected by an intermediate care facility, resulting in a stage IV sacral decubitus ulcer. Through thorough investigation, we uncovered systematic violations of laws and policies by the facility, prioritizing profit over the well-being of residents.

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.

The Law Offices of E. Vincent Wood is a reputable law firm located at 39899 Balentine Drive in Newark, California. Specializing in Chapter 7 and Chapter 13 Bankruptcy, Consumer Litigation, and securities analysis, Attorney Wood brings a wealth of experience and expertise to his practice. With a background in project management and portfolio management, Attorney Wood is a Chartered Financial Analyst (CFA) who has worked with institutional clients and individual investors to optimize their investments. A graduate of John F. Kennedy University College of Law, Vince Wood is dedicated to providing high-quality legal services to his clients. He is admitted to the California State Bar and is a member of both the Contra Costa County Bar Association and the Alameda County Bar Association. With a thorough understanding of bankruptcy law and a commitment to his clients' success, Attorney Wood is well-equipped to handle all phases of the bankruptcy process.

Richard Collins Tax Prep is a premier accounting and finance institution located in Alameda, California, United States. Specializing in tax preparation services, our experienced team of professionals is dedicated to providing comprehensive and personalized financial solutions to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, filing, or consulting, Richard Collins Tax Prep is here to help you achieve your financial goals.

Hines Tax Preparation is a professional accounting and finance institution located at 523 Santa Clara Avenue in Alameda, California. Our team of experienced professionals is dedicated to providing high-quality tax preparation services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with personal tax returns or corporate tax planning, Hines Tax Preparation is here to help. Contact us today to schedule an appointment.

Higham, Richards & Vranes is a well-established accounting and finance institution located at 1035 Alameda de las Pulgas in Belmont, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Higham, Richards & Vranes is dedicated to helping you achieve your financial goals.

Welcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.