TOP 30 Financial wellness services in Newark, California

8 results found

Golden State Notary • Cell Phone Unlock Service is a finance institution located in Newark, California. They offer notary services as well as cell phone unlocking services by appointment. With their convenient location at 39899 Balentine Drive, customers can easily access their services for all their financial and technological needs. Whether you need important documents notarized or your cell phone unlocked, Golden State Notary is here to help.

Newark Tax & Business Services is a well-established accounting and finance institution located at 36601 Newark Boulevard in Newark, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll processing, and financial planning for individuals and businesses. Their commitment to providing personalized and reliable services has earned them a reputation as a trusted partner in managing financial affairs. Whether you need assistance with tax compliance or strategic financial planning, Newark Tax & Business Services is dedicated to helping you achieve your financial goals.

Michael Rinne, LL.M. is a highly respected Estate Planning, Probate, and Probate & Trust Litigation attorney located at 3900 Newpark Mall Road, Newark, California, United States. With a German law License, Michael Rinne is able to handle international probate cases, providing expert legal services to clients throughout California. Recognized as a Super Lawyer in 2015, 2016, and 2023, Michael Rinne is dedicated to helping individuals ensure their loved ones are well taken care of when they are no longer around. Specializing in disputes and conflicts arising from trusts, estates, and inheritance matters, Michael Rinne offers valuable guidance and support in navigating the complex probate process. Whether you need assistance in drafting prenuptial agreements, reviewing contracts in compliance with German laws, or administering an estate after a loved one's passing, Michael Rinne, LL.M. Esq. is here to provide expert legal counsel and representation. Trust Michael Rinne to help you define the terms of your financial and property arrangements, ensuring your assets are distributed according to your wishes and applicable laws.

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.

Liberty Tax is a well-known finance institution located at 35111 Newark Boulevard in Newark, California, United States. They offer a wide range of financial services including tax preparation, accounting, and financial planning. With a team of experienced professionals, Liberty Tax is committed to helping individuals and businesses navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, Liberty Tax is here to help. Visit their office today to learn more about how they can assist you with your financial needs.

Farmers Insurance - Rachna Bhatnagar is a reputable insurance agency located at 39899 Balentine Drive in Newark, California. With over 25 years of experience in California, Rachna Bhatnagar takes pride in serving the local community and surrounding areas. Specializing in home insurance, auto insurance, recreational coverage, business insurance, and life insurance, the agency is dedicated to putting the customer first and ensuring that each client is well taken care of. Whether you are located in Fremont, Union City, Dublin, Pleasanton, or anywhere in the greater Bay Area, Rachna Bhatnagar welcomes you to visit the conveniently located office. With a focus on building lasting relationships with customers, the agency offers comprehensive coverage options, competitive rates, and discounts to help you save money. Additionally, Rachna Bhatnagar provides personalized assistance in selecting the right insurance coverage for your needs and budget. Whether you need renters insurance, condo insurance, or personal umbrella insurance, the agency is committed to providing added protection for your assets and future earnings. For a solid financial plan and peace of mind, schedule an appointment with Rachna Bhatnagar today.

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.

Humanity Wealth Advisors is a finance institution located at 39899 Balentine Drive in Newark, California, United States. Our team of experienced advisors are dedicated to helping individuals and businesses achieve financial success and security. We offer a wide range of services, including investment planning, retirement planning, estate planning, and more. At Humanity Wealth Advisors, we prioritize the well-being and prosperity of our clients, working diligently to provide personalized solutions that align with their unique goals and aspirations. Trust us to guide you towards a brighter financial future.