The 30 Best Individual investment planning in Berkeley, California

Parkside Advisors LLC is a finance institution located at 2040 Bancroft Way in Berkeley, California, United States. Specializing in providing expert financial advice and management services, Parkside Advisors LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Parkside Advisors LLC is committed to providing exceptional service and guidance every step of the way.

Citi Private Wealth Management (PWM) is a prestigious financial institution located at 2000 Shattuck Avenue in Berkeley, California, United States. As a leading provider of wealth management services, Citi PWM offers personalized financial solutions to high-net-worth individuals and families. With a team of experienced advisors and access to a wide range of investment opportunities, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you manage and grow your wealth.

GMO LLC is a finance institution located at 2150 Shattuck Avenue in Berkeley, California, United States. Specializing in investment management and financial services, GMO LLC offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, GMO LLC is a trusted partner for individuals and businesses looking to secure their 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.