Financial wellness strategies in Oakland, California
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Merrill Lynch Financial Advisor Paul D Low
● ClosedMerrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Merrill Lynch Financial Advisor Percy D. McGee, Jr.
● ClosedMerrill Lynch Financial Advisor Percy D. McGee, Jr. is a finance institution located at 1111 Broadway, Oakland, California, United States. At McGee, Hudson & Associates, they provide precise, prudent, personalized wealth management guidance and high-caliber client service. The team is committed to helping clients think strategically about wealth and achieve their financial goals. They offer financial education, encouragement, and tailored advice for every stage of life, building long-term client relationships. The institution believes in collaborative client relationships, where they work side-by-side with clients to develop personalized pathways to pursue wealth management objectives. They also offer financial wellness programs for businesses and organizations, tailored to the needs of employees at different life stages. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop customized investment approaches to address clients' needs and goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors work with clients to create financial approaches that reflect their unique needs, priorities, and financial situations. They offer personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help clients live their best financial lives.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Modern Family Finance
● ClosedModern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
1999 Harrison St #1800, Oakland, CA 94612, United States -
Collins Mason & Co LLP
● ClosedCollins Mason & Co LLP is a leading accounting and finance institution located on 3rd Street in Oakland, California, United States. Our team of experts is dedicated to taking the stress out of running your business by providing a range of services, including financial insights from a CFO, tax assistance, and legacy planning. With a focus on professional service providers, we are committed to helping build successful enterprises and ensuring peace of mind for you and your family. Our online apps make it easy to conduct business with us, and we offer strategies to manage business debt effectively and survive supply chain disruptions. Let us help you enhance your management team, focus on wellness, and curate a holiday feast that caters to all dietary preferences. Visit us today and see how the right technology and personalized approach can make a big impact on your small business.
1111 Broadway Floor, 3rd St, Oakland, CA 94607, United States
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