TOP 30 Funding consultants in San Francisco, California
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Arts Loan Fund
● OpenThe Arts Loan Fund, located at 160 Spear Street in San Francisco, California, is a finance institution dedicated to providing financial support to artists and arts organizations. With a mission to foster creativity and innovation in the arts community, the Arts Loan Fund offers low-interest loans, financial consulting, and resources to help artists and arts organizations achieve their goals. Whether you're a visual artist, musician, dancer, or theater group, the Arts Loan Fund is here to help you thrive and succeed in your creative endeavors.
160 Spear St, San Francisco, CA 94105, United States -
Beacon College Funding Solutions
● OpenBeacon College Funding Solutions is a finance institution located at 1326 Castro Street in San Francisco, California, United States. We specialize in providing comprehensive funding solutions for students looking to finance their college education. Our experienced team is dedicated to helping students navigate the complex world of financial aid and loans, ensuring they have the resources they need to pursue their academic goals. Whether you are a prospective student or a current college attendee, Beacon College Funding Solutions is here to support you every step of the way.
1326 Castro St, San Francisco, CA 94114, United States -
7 Figures Funding South San Francisco
● Closed7 Figures Funding South San Francisco is a finance institution located at 611 Gateway Boulevard in South San Francisco, California, United States. Specializing in providing funding solutions for businesses and individuals, 7 Figures Funding offers a range of financial services including loans, investment opportunities, and financial advice. With a team of experienced professionals, 7 Figures Funding is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand your current one, or invest in your personal finances, 7 Figures Funding South San Francisco is here to help you every step of the way.
611 Gateway Blvd Ste 120, South San Francisco, CA 94080, United States -
Strategic Fund Services
● OpenStrategic Fund Services is a leading finance institution located at 201 Spear Street in San Francisco, California, United States. Specializing in providing strategic financial services, the institution offers a range of solutions to help clients achieve their investment goals. With a team of experienced professionals, Strategic Fund Services is committed to delivering personalized and efficient financial services to meet the unique needs of each client. Whether you are looking for investment management, fund administration, or financial consulting, Strategic Fund Services is dedicated to helping you navigate the complexities of the financial world and achieve success.
201 Spear St, San Francisco, CA 94105, United States -
Kruze Consulting
● ClosedKruze Consulting, located at 600 California Street in San Francisco, California, is a leading institution specializing in accounting and finance services for startups. With industry-specific expertise in bookkeeping, tax, FP&A, and more, Kruze offers outsourced CFO services to help manage the financial aspects of growing startups. They provide projections, budgets, and FP&A assistance for seed venture funded companies, as well as guidance on tax credits and R&D tax incentives. Their team has experience helping funded startups navigate M&A diligence processes and fundraising advice for VC-backed startups. Kruze's clients have secured billions in seed and venture funding, and the institution is trusted by top-tier VCs. With a focus on DE C-Corps with seed and VC funding, Kruze Consulting offers specialized accounting consulting and finance help for early-stage companies. Their team of CPAs and accountants, with an average of 11 years of experience, provides startups with the financial reporting services they need to focus on their growth. Kruze also offers resources such as online calculators for estimating R&D tax credits and startup return preparation costs, as well as tools for calculating CEO pay and cash burn rates. With a podcast featuring startup founders, executives, and industry experts, Kruze Consulting is a valuable resource for startups looking to navigate the financial challenges of scaling their businesses.
600 California St 13th Floor, San Francisco, CA 94108, United States -
Capital
● ClosedCapital is a beloved restaurant located at 839 Clay Street in the heart of San Francisco, California. Known for its delicious and innovative cuisine, Capital offers a diverse menu that caters to all tastes. The restaurant's chic and modern decor creates a welcoming atmosphere for diners to enjoy their meals. Whether you're looking for a quick bite to eat or a special night out, Capital is the perfect spot to satisfy your cravings. With friendly staff and top-notch service, this institution is a must-visit for food enthusiasts in the Bay Area.
839 Clay St, San Francisco, CA 94108, United States -
Symphony Risk Solutions
● ClosedSymphony Risk Solutions is an independent insurance brokerage and consulting firm located at 345 California Street in San Francisco, California. Specializing in providing industry-specific advisory services, Symphony Risk Solutions offers tailored insurance solutions for a variety of sectors including energy, healthcare, construction, entertainment, real estate, and aerospace. With a team of experienced professionals, Symphony Risk Solutions helps businesses navigate complex and highly regulated industries, offering comprehensive risk management strategies to protect assets and maximize value. Additionally, Symphony Risk Solutions provides employee benefits consulting, search fund solutions, private equity expertise, and specialty risk solutions for unique organizations. Whether you are a middle market business, private equity firm, corporate executive, or high-net-worth individual, Symphony Risk Solutions is dedicated to helping you manage your risk and human capital needs effectively.
345 California St, San Francisco, CA 94104, United States -
Synergist Law, P.C.- Law Firm
● ClosedSynergist Law, P.C. is a premier law firm located at 1299 4th Street in San Rafael, California, specializing in personal injury cases involving catastrophic injuries. Our team of experienced lawyers represents clients not only in the San Francisco Bay Area, but also across the nation. We handle cases such as traumatic brain and spinal cord injuries, birth and neonatal injuries, failure to diagnose cases, product liability, medical malpractice, pharmaceutical drug injuries, catastrophic car or truck accidents, and wrongful death cases. When facing powerful corporations with well-funded defense teams, it is crucial to have legal expertise as well as the ability to work with experts on complex subjects. Synergist Law has the resources and targeted expertise in technical, medical, and financial issues to give our clients an edge in their cases. Our attorneys have received education and training from renowned institutions, allowing them to cross-examine opposing experts with unrivaled technical expertise.
1299 4th St Suite 301, San Rafael, CA 94901, United States -
SCORE
● ClosedSCORE is a finance institution located at 455 Market Street in San Francisco, California, United States. Whether you're a new entrepreneur with an innovative idea or a small business owner looking to expand, SCORE is here to assist you. Our mentors, who have experience as small business owners, are ready to support you every step of the way. Join our free webinar series to learn the secrets to success in selling on Amazon, from setting up your account to advanced growth strategies. We also offer SCOREBoard workshops where you can gain insights from experienced mentors in a personalized setting.
455 Market St Ste 600, San Francisco, CA 94105, United States -
Working Solutions CDFI
● ClosedWorking Solutions CDFI, located at 930 Montgomery Street in San Francisco, California, is dedicated to providing affordable capital and free business consulting to a diverse group of entrepreneurs in Northern California. They do not require a minimum revenue or credit score, and no collateral is needed. The interest rate is determined during the application review process. Specializing in financing for businesses that are ready to start and grow, including those that are pre-revenue or have less than one year in business, Working Solutions CDFI is committed to helping entrepreneurs every step of the way, from application to loan repayment. Their team can assist in getting businesses loan ready and connecting them with resources to ensure success.
930 Montgomery St # 400, San Francisco, CA 94133, United States -
California Business Lawyer & Corporate Lawyer
● ClosedCalifornia Business Lawyer & Corporate Lawyer is a reputable institution located at 500 North State College Boulevard in Orange, California, United States. With offices in Los Angeles, Orange County, San Diego, and San Francisco, our team of experienced corporate attorneys specializes in providing legal services to companies and entrepreneurs in various areas including business startup services, business formation, business litigation, and employment law litigation. Our dedicated business attorneys are committed to safeguarding employers and businesses against unfounded lawsuits, allowing them to focus on job creation, expansion, and community advancement. By scrutinizing legal claims and preventing unnecessary disputes, our team empowers businesses to thrive and contribute to the economic stability of their local regions.
500 N State College Blvd, Orange, CA 92868, United States -
California Business Lawyer & Corporate Lawyer
● ClosedCalifornia Business Lawyer & Corporate Lawyer is a reputable institution located at 2221 Camino del Rio South, San Diego, California, United States. With additional offices in Los Angeles, Orange County, and San Francisco, our team of experienced corporate attorneys provide legal services to businesses and entrepreneurs in areas such as business startup services, business formation, business litigation, and employment law litigation. We strive to protect employers and businesses from unfounded lawsuits while ensuring fairness for all parties involved. In the competitive business landscape, small and medium business owners often seek increased access to capital and funding. Our team of business lawyers specialize in providing legal support tailored to the needs of each industry, helping clients navigate the complex legal requirements specific to their field. Through our comprehensive list of FAQs and personalized consultations, we aim to assist business owners in making informed decisions and finding the right legal representation for their company.
2221 Camino del Rio S Suite 300, San Diego, CA 92108, United States -
Sloan
● OpenSloan is a prestigious institution located at 179 Ripley Street in San Francisco, California, United States. Known for its innovative programs and cutting-edge research, Sloan offers a wide range of academic opportunities for students looking to advance their careers in various fields. The institution is committed to providing a supportive and enriching environment for learning, with state-of-the-art facilities and experienced faculty members. Whether you are interested in business, technology, or any other field, Sloan is the perfect place to pursue your academic and professional goals.
179 Ripley St, San Francisco, CA 94110, United States -
Aiken Ashley H MD
● OpenAiken Ashley H MD is a medical institution located at 1001 Potrero Avenue in San Francisco, California, United States. Specializing in Emergency Medicine, the faculty at this institution have a wide range of clinical and research interests, including cardiac arrest, pre-hospital EMS care, point-of-care ultrasound, health policy, procedural sedation, infectious disease management, and global emergency care. The institution is affiliated with the Emergency Medicine Residency program at Muhumbilli University of Health and Allied Sciences in Tanzania and conducts research in Chiapas, Mexico. For academic or faculty positions, please visit the UCSF AP recruitment page, and for staff positions, visit UCSF Careers. The institution also offers continuing medical education courses for practicing physicians. Support for clinical care, research, faculty positions, scholarships, and awards is greatly appreciated.
1001 Potrero Ave # 107, San Francisco, CA 94110, United States -
Hoffman David S
● OpenHoffman David S is a reputable law firm located at 51 East Campbell Avenue in Campbell, California. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to clients in the area. Specializing in various areas of law, Hoffman David S is dedicated to providing personalized and effective representation for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Hoffman David S is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
51 E Campbell Ave #400-H, Campbell, CA 95008, United States -
MFA Financial Planning
● ClosedMFA Financial Planning is a leading institution located at 586-B Wisconsin Street in San Francisco, California, United States. Specializing in finance, MFA offers a comprehensive program for individuals seeking to advance their knowledge and skills in financial planning. With expert faculty and a hands-on approach to learning, students at MFA Financial Planning gain the practical experience and theoretical foundation needed to excel in the dynamic field of finance. Whether you are looking to start a career in financial planning or enhance your current expertise, MFA Financial Planning is the ideal institution to help you achieve your goals.
586-B Wisconsin St, San Francisco, CA 94107, United States -
Merrill Lynch Financial Advisor Noreen S Chiu
● ClosedMerrill Lynch Financial Advisor Noreen S Chiu is a finance institution located at 555 California Street in San Francisco, California, United States. Noreen Chiu can help manage your wealth by creating a personalized strategy tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Noreen can assist you in pursuing your financial objectives. She believes in building a strong relationship with her clients, understanding their aspirations, and providing guidance on investments, retirement planning, education funding, and more. Noreen offers personalized wealth management strategies to help you achieve your goals and stay on track, even as life and the markets change. By getting to know you and your family, she can create a financial approach that aligns with your values and helps you navigate market fluctuations. Whether you're planning for the future, saving for a major purchase, or passing on wealth to future generations, Noreen is dedicated to helping you succeed. Contact Noreen Chiu for personalized financial advice and strategies tailored to your unique needs.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Anna Karpova
● ClosedMerrill Lynch Financial Advisor Anna Karpova, located at 555 California Street, San Francisco, California, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Anna Karpova can help you create a flexible financial plan that adapts to changing market conditions. By participating in the community and volunteering with local organizations, Anna Karpova demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Anna Karpova can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and preferences, she can customize a financial approach to help you pursue what matters most to you. With ongoing discussions and adjustments to your financial approach, Anna Karpova aims to keep you on track to achieve your goals, whether it's planning for retirement, funding education, or passing wealth to future generations.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Douglas N. Howe
● ClosedMerrill Lynch Financial Advisor Douglas N. Howe, located at 555 California Street in San Francisco, California, is a finance institution dedicated to providing personalized financial strategies tailored to each client's unique needs and goals. With a focus on understanding each client's full financial picture, Merrill Lynch offers access to the investment insights of Merrill and the banking solutions of Bank of America. Adviser Douglas N. Howe believes in building strong client relationships based on trust and personalized service, with a mission to help clients pursue their financial goals through customized wealth management strategies. By utilizing the Merrill Personal Wealth Analysis™ tool and Investment Personality Assessment, clients can work with Douglas Howe to create a financial approach that reflects their personality and priorities. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch strives to provide clients with the tools and guidance needed to live their best financial life.
555 California St, San Francisco, CA 94104, United States -
Union Financial Partners Inc
● ClosedUnion Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.
2001 Union St, San Francisco, CA 94123, United States -
E M Capital Management, LLC
● OpenEM Capital Management, LLC is a finance institution located at 920 Country Club Drive, Moraga, California, United States. Founded in 2005, the firm specializes in investments, turnaround management, and restructuring, with a focus on emerging and frontier markets. With offices in San Francisco, California and Hong Kong, the company provides expertise in cross-border business ventures. EM Capital Management is a registered Foreign Institutional Investor with regulatory bodies in India and Vietnam. The firm offers professional services to investors, funds, family offices, entrepreneurs, and other financial stakeholders, with a particular emphasis on navigating the complexities of emerging markets. With a team of experienced professionals, including former finance ministers and securities regulators, EM Capital Management provides strategic advice and execution capabilities for clients seeking to invest in regions such as India, China, and Vietnam.
920 Country Club Dr, Moraga, CA 94556, United States -
Merrill Lynch Financial Advisor Robert East
● ClosedMerrill Lynch Financial Advisor Robert East, located at 555 California Street, San Francisco, California, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert East can help you navigate today's ever-changing market conditions. By participating in the communities they serve, Robert East follows the Merrill tradition of giving back through volunteering. The institution believes in building a personalized plan centered around your aspirations and priorities, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, Robert East aims to understand your investing preferences and customize a financial approach to help you achieve what matters most to you. By continuously revisiting and adjusting your financial plan as your life and goals evolve, Robert East is committed to helping you stay on track towards financial success. With a focus on understanding you personally and addressing your unique needs, Robert East works to turn your financial goals into reality. Contact Robert East today to start your journey towards financial well-being and achieving your aspirations.
555 California St, San Francisco, CA 94104, United States -
Osborne Partners Capital Management, LLC
● ClosedOsborne Partners Capital Management, LLC, located at 545 Middlefield Road in Menlo Park, California, is a leading finance institution with a history dating back to 1937. Specializing in sophisticated investment management and active financial planning, Osborne Partners stands out in the industry for its exceptional team of professionals dedicated to providing top-tier services in investment management, wealth planning, operations, and client service. With a multi-asset class approach and tailored wealth solutions, Osborne Partners helps clients preserve and enhance their legacies, taking them to the next level of success. Whether you need comprehensive retirement planning, consulting services, or support for charitable missions, Osborne Partners is there to partner with you every step of the way. With locations in San Francisco and Silicon Valley, Osborne Partners is committed to delivering a personalized and effective financial experience for all clients.
545 Middlefield Rd Suite 165, Menlo Park, CA 94025, United States -
Merrill Lynch Financial Advisor Shad Roundy
● ClosedMerrill Lynch Financial Advisor Shad Roundy is a seasoned financial advisor with over 10 years of experience in the industry. Starting his career in Honolulu, Shad has managed branches in Hawaii and California before joining Merrill Lynch Wealth Management in 2021. Located at 3255 West March Lane in Stockton, California, Shad serves clients across the San Francisco East Bay area, the Central Valley, and Hawaii. As a Senior Financial Advisor, Shad offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. He believes in building a strong relationship with clients, understanding their needs and aspirations to create a tailored financial approach. By utilizing the Investment Personality Assessment, Shad can refine your investing preferences and develop a customized strategy to help you reach your financial goals.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
US Capital Global
● ClosedUS Capital Global is a finance institution located in San Francisco, California, United States. We specialize in providing sophisticated debt, equity, and investment products to lower middle market companies and investors. Our use of the latest FinTech and RegTech innovations allows us to offer alternative investments that create and preserve wealth. We provide investment advisors, accredited investors, and institutional investors the opportunity to participate in direct private placements of debt and equity, as well as investments in successful alternative investment funds. Our technological innovation in finance makes smaller and alternative investments more efficient, while ensuring compliance with financial regulations.
Ferry Building, 1, Suite 201, San Francisco, CA 94111, United States -
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 150 Post Street, San Francisco, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning and asset management for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. The institution also provides specialized training for professionals to serve veterans and military personnel. Dawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC aims to provide comprehensive and ethical financial advice to clients in a variety of financial situations.
150 Post St Ste 530, San Francisco, CA 94108, United States -
John Ritchie - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Ritchie is a Financial Advisor at Ameriprise Financial Services, LLC, located at 44 Montgomery Street in San Francisco, California, United States. John Ritchie holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John Ritchie's expertise in various financial planning and management areas, including asset allocation, retirement planning, estate planning, investment strategies, risk management, and more. John Ritchie is dedicated to providing comprehensive and tailored financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, John Ritchie is committed to helping clients achieve their financial goals and secure their financial future.
44 Montgomery St Ste 3100, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Laura Rose Rennels
● ClosedMerrill Lynch Financial Advisor Laura Rose Rennels, located at 555 California Street, San Francisco, California, United States, is a finance institution that prioritizes understanding your life goals and aspirations. They believe in creating personalized financial plans tailored to you, your family, and your future. By asking smart questions and listening carefully, they aim to design a comprehensive financial strategy to help you achieve your personal financial goals while managing investment risks. Their approach focuses on collaborating with you to identify and prioritize your most important goals, whether it be planning for retirement, saving for a home, or funding a child's education. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan that addresses your specific needs.
555 California St, San Francisco, CA 94104, United States -
First Financial Planners Inc
● OpenFirst Financial Planners Inc is a reputable finance institution located at 640 Church Street in the vibrant city of San Francisco, California, United States. With a team of experienced financial experts, we provide personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our knowledgeable advisors are here to guide you every step of the way. Trust First Financial Planners Inc to help you secure a stable financial future.
640 Church St, San Francisco, CA 94114, United States -
Financial Aid Office
● ClosedThe Financial Aid Office at San Francisco, California, United States is a dedicated institution that provides assistance and support to students in need of financial aid for their education. Our knowledgeable staff is committed to helping students navigate the complex world of scholarships, grants, loans, and other financial resources to ensure they have the means to pursue their academic goals. Whether you are a current student seeking assistance or a prospective student looking for information on funding options, the Financial Aid Office is here to help you every step of the way.
Multi-Use Building MUB 270, San Francisco, CA 94112, United States
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