Individual investment accounts in Berkeley, California

Located at 2820 Telegraph Avenue in Berkeley, California, Chang & Associates is a premier institution offering tax preparation, investment, accounting, and financial advising services. Our Berkeley office at 2855 Telegraph Ave., Suite 300 is conveniently situated in the East Bay region of the San Francisco Bay Area. We cater to closely-held businesses, their owners, and high net-worth individuals, providing a comprehensive range of services to support their financial needs. From traditional tax and accounting services to consultation services aimed at continuous financial improvement, we strive to meet the diverse needs of our clients. Trust Chang & Associates for all your financial needs.

Fidelity Investments is a renowned financial institution located at 1995 University Avenue in Berkeley, California, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and manage their wealth. From retirement planning to wealth management, Fidelity Investments offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced financial experts, Fidelity Investments is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Investment & Retirement Financial Center, located at 1536 Shattuck Avenue in Berkeley, California, is a finance institution offering personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance products, our team of Merrill Financial Solutions Advisors is here to assist you every step of the way. With a focus on relationship-based ads and online behavioral advertising, we strive to provide you with information about products and services that may be of interest to you. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.

Merrill Investment & Retirement Financial Center, located at 2151 Shattuck Avenue in Berkeley, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the people and tools to assist you. You can find a Merrill Financial Solutions Advisor in Berkeley, CA who can help you create a plan tailored to your needs. Please note that investing in securities involves risks, and it is important to carefully consider your options. Additionally, Merrill offers a range of brokerage, investment advisory, and banking services to meet your financial needs. Visit us to learn more about how we can help you turn your ambitions into action.

The Bank of America Financial Center located at 2347 Telegraph Avenue in Berkeley, California is a leading bank and financial institution serving the community with a wide range of banking services. From personal and business banking to wealth management and investment services, this branch offers a comprehensive suite of financial solutions to meet the diverse needs of its customers. With a team of experienced professionals, state-of-the-art technology, and a commitment to customer satisfaction, the Bank of America Financial Center is a trusted partner for all your financial needs.

Wells Fargo Bank is a well-known financial institution located at 1800 Solano Avenue in Berkeley, California. As a full-service bank, Wells Fargo offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. In addition to traditional banking services, Wells Fargo also provides convenient ATM access for customers. With a strong presence in the United States, Wells Fargo is committed to providing reliable and secure financial solutions to individuals and businesses alike.

P O Pack is a finance institution located at 1700 Shattuck Avenue in Berkeley, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today and let us help you achieve your financial goals.

Chang & Associates Financial Advisors is a leading finance institution located at 2820 Telegraph Avenue in Berkeley, California, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our advisors are here to guide you every step of the way. Trust Chang & Associates Financial Advisors to provide you with expert financial advice and solutions tailored to your individual needs.

David Stern CFO is a reputable finance institution located at 2111 San Pablo Avenue in Berkeley, California, United States. As a leading provider of financial services, David Stern CFO offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals, they specialize in financial planning, budgeting, risk management, and investment strategies. Whether you are an individual or a business in need of financial advice, David Stern CFO is dedicated to providing personalized and reliable services to meet your specific needs.

KNN Public Finance is a reputable finance institution located at 2054 University Avenue in Berkeley, California, United States. We specialize in providing expert financial services to both individuals and businesses, helping our clients achieve their financial goals and objectives. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with tax optimization, KNN Public Finance is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Charles Schwab is a renowned financial institution located at 1995 University Avenue in Berkeley, California. Offering a wide range of financial services including investment advice, wealth management, and retirement planning, Charles Schwab is dedicated to helping individuals achieve their financial goals. With a commitment to transparency, integrity, and customer service, Charles Schwab has become a trusted name in the finance industry. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is here to provide expert guidance and support.

Fruition Advisors LLC is a finance institution located at 1159 Keith Avenue in Berkeley, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and maximize their investments. We offer personalized financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Fruition Advisors LLC is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Broderick Mary D is a finance institution located at 1615 Martin Luther King Junior Way in Berkeley, California, United States. Specializing in financial services, Broderick Mary D offers a range of financial products and solutions to meet the needs of individuals and businesses. With a focus on personalized service and expert advice, clients can trust Broderick Mary D to help them navigate the complexities of the financial world and achieve their financial goals.

Peter Cooke, Jr. is a reputable accounting and finance institution located at 2001 Addison Street in Berkeley, California, United States. With a strong focus on providing top-notch financial services, Peter Cooke, Jr. offers expert advice and assistance to individuals and businesses in managing their finances effectively. The institution is known for its professionalism, reliability, and commitment to helping clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Peter Cooke, Jr. is dedicated to providing personalized solutions to meet your specific needs.

Abacus Financial Group LLC is a reputable accounting and finance institution located at 1600 Shattuck Avenue in Berkeley, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.

Lamorinda Financial Planning is a reputable finance institution located at 2832 College Avenue in Berkeley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Lamorinda Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.

James Shum Inc is a reputable accounting and finance institution located at 2224 Sixth Street in Berkeley, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust James Shum Inc for all your accounting and finance needs.

Couch & Associates, Inc. is a reputable accounting and finance institution located at 2001 Addison Street in Berkeley, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial futures. Visit us today to see how we can assist you with your financial needs.

Local1040 is a reputable accounting and finance institution located at 1137 Bancroft Way in Berkeley, California. Our team of dedicated professionals is committed to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, financial planning, or investment management, you can trust Local1040 to deliver expert guidance and support. Visit us today to see how we can help you secure a brighter financial future.

Taxnexus is a leading accounting and finance institution located at 2625 Alcatraz Avenue in Berkeley, California, United States. With a team of experienced professionals, Taxnexus offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and investment management, Taxnexus is dedicated to helping clients achieve their financial goals. Whether you need assistance with your personal finances or business accounting, Taxnexus is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure a sound financial future.

Vernon B. Morris Realty is a reputable institution located at 3119 Shattuck Avenue in Berkeley, California, United States. Specializing in accounting and finance services, the institution offers expert guidance and support to individuals and businesses looking to manage their financial affairs effectively. With a team of experienced professionals, Vernon B. Morris Realty is dedicated to helping clients achieve their financial goals and make informed decisions. Whether you need assistance with tax planning, investment strategies, or budgeting, this institution is committed to providing top-notch services tailored to meet your specific needs. Contact Vernon B. Morris Realty today to learn more about how they can help you secure a stable financial future.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.