TOP 30 Best Individual investor in Oakland, California

Flags International LLC is a finance and travel agency located at 821 Webster Street in Oakland, California. We specialize in providing a wide range of financial services and travel packages to meet the needs of our diverse clientele. Our team of experienced professionals is dedicated to helping our customers achieve their financial goals and plan unforgettable travel experiences. Whether you need assistance with investments, loans, or booking your next vacation, Flags International LLC is here to help. Visit us today to learn more about how we can assist you with all of your financial and travel needs.

Rhinehart Ink LLC is a finance institution located at 4618 Allendale Avenue in Oakland, California, United States. Specializing in financial services, Rhinehart Ink LLC offers a range of investment opportunities, wealth management services, and financial planning solutions to individuals and businesses. With a team of experienced professionals, Rhinehart Ink LLC 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 navigate the complex world of finance.

TMC Community Capital is a finance institution located at 1611 Telegraph Avenue in Oakland, California. We specialize in providing financial services and investment opportunities to support local businesses and community development projects. Our mission is to empower individuals and organizations with the resources they need to thrive and make a positive impact in their communities. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Evans Law Firm, Inc. is a reputable institution located at 6701 Center Drive West in Los Angeles, California. Specializing in legal services for elder abuse and financial fraud cases, our team of experienced attorneys is dedicated to advocating for the rights of our clients. Lead attorney Ingrid Evans, with over 15 years of experience, has a successful track record in litigation and has recovered millions of dollars for injured victims. We take a personalized and solution-oriented approach to each case, ensuring that our clients receive the attention and resources they deserve. Serving areas throughout California, including San Francisco, Oakland, Sacramento, and San Jose, our team is committed to providing high-quality legal services tailored to meet the unique needs of each individual. Contact us today for a consultation and let us fight for your rights.

Edward Jones - Financial Advisor: Benjamin Blake, CFP® is a trusted finance institution located at 5330 College Avenue in Oakland, California, United States. As a Certified Financial Planner, Benjamin Blake provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones is committed to providing top-notch service and guidance to clients in the Oakland area.

Tiffany Groode Financial is a renowned finance institution located at 1939 Harrison Street in Oakland, California, United States. With a proven track record of providing expert financial services, Tiffany Groode Financial is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our team of experienced professionals is here to provide personalized solutions tailored to your specific needs. Trust Tiffany Groode Financial to navigate the complexities of the financial world and secure your financial future.

Mountain Valley Consultants is a reputable accounting and finance institution located at 3400 MacArthur Boulevard in Oakland, California. With a team of experienced professionals, we provide top-notch financial consulting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Mountain Valley Consultants for all your accounting and finance needs.

Wolfsdorf Rosenthal LLP is a leading institution located at 428 Alice Street in Oakland, California, United States. Specializing in finding the best immigration avenues for investors, they have developed WRapid™ and WRapid™ Global, an Enterprise Resource Planning software for business immigration. This software, built on a Salesforce platform, is the leader in the field of Immigration Management Systems and has been recognized with the 2023 “Trailblazer in Legal Technology” award by The National Law Journal. WRapid™ empowers human resource professionals with robust analytics, reporting, budgeting, forecasting, and case processing efficiencies. The software features automation and advanced bots like WRosie and WRay, providing a critical advantage in evaluating immigration risk for pre-hires. The capabilities of the system are limitless, making it a valuable tool for businesses navigating the complex world of immigration.

Infinity Financial Services, located in Oakland, California, is a leading finance institution that is revolutionizing the way financial advisors operate. With a focus on eliminating paper-based processes and automating applications, Infinity Financial Services offers a streamlined platform for advisors to efficiently manage client investments. The institution boasts a market-leading investment in technology, providing a user-friendly interface and a wide range of services including asset management, insurance, and risk management. Infinity Financial Services caters to a diverse range of financial advisors, from wirehouse advisors transitioning to independence to independent financial advisor representatives nationally. The institution provides support for advisors looking to work remotely, transition to a Registered Investment Advisor (RIA), or streamline their hybrid business model. With a strong emphasis on security and advanced technology, Infinity Financial Services offers a comprehensive suite of online tools to help advisors stay connected and manage client finances effectively.

Private Lender Link is a leading finance institution located at 1590 Oakland Road in San Jose, California. We specialize in connecting borrowers with private lenders to provide customized financial solutions. Our experienced team is dedicated to helping individuals and businesses secure the funding they need quickly and efficiently. Whether you are looking for a loan for real estate investment, business expansion, or personal use, Private Lender Link is here to help. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Balance Financial Planning, LLC is a reputable finance institution located at 5438 Shafter Avenue in Oakland, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, plan for your children's education, or manage your investments, our team is here to provide expert guidance and support. Trust Balance Financial Planning, LLC to help you achieve financial balance and security for the future.

Romar Wealth Management is a leading finance institution located at 600 Grand Avenue in Oakland, California, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering comprehensive financial planning, investment management, and retirement planning solutions tailored to each client's unique needs. With a focus on integrity, transparency, and client satisfaction, Romar Wealth Management is committed to helping individuals and families build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services. With over 23 years of experience in the industry, Blake is a seasoned professional who is dedicated to helping clients achieve their long-term financial goals. As a Wealth Management Advisor, Blake holds the Chartered Financial Consultant® and Certified Divorce Financial Analyst® designations, providing expert advice in areas such as investments, wealth management, retirement planning, and estate planning. At Merrill Lynch Wealth Management, Blake and his team focus on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, they can create a customized financial plan that reflects their individual needs. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a tailored approach designed to help them achieve their financial objectives.

The Wealth Management Associate at U.S. Bancorp Investments, Arunesh Singh, located at 1998 Mountain Boulevard in Oakland, California, is a trusted financial advisor specializing in helping clients manage and grow their wealth. With a focus on personalized financial planning, investment strategies, and risk management, Arunesh Singh provides tailored solutions to help individuals and families achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Arunesh Singh offers expert guidance and advice to help you navigate the complex world of finance. Contact Arunesh Singh today to schedule a consultation and take the first step towards securing your financial future.

The Corvus Group - Morgan Stanley is a renowned finance institution located at 1999 Harrison Street in Oakland, California, United States. With a strong reputation for excellence in the financial industry, they offer a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals provides top-notch financial advice and services to clients, helping them achieve their financial goals and secure their future. Whether you are an individual investor or a large corporation, The Corvus Group - Morgan Stanley is dedicated to providing you with the highest level of service and expertise to help you navigate the complex world of finance.

Merrill Lynch Financial Advisor Lewis Phillips is a leading finance institution located at 1111 Broadway in Oakland, California, United States. With a strong reputation for providing expert financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Lewis Phillips is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.

Jake Cleary - BancWest Investment Services Financial Advisor is a leading finance institution located at 2023 Mountain Boulevard in Oakland, California, United States. As a dedicated financial advisor, Jake Cleary provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Jake Cleary - BancWest Investment Services Financial Advisor is a trusted partner for individuals and businesses seeking financial planning and wealth management services.

Green bonds are a type of fixed-income financial instrument that are specifically earmarked for funding projects that have positive environmental or climate impact. The institution located at 1611 Telegraph Avenue in Oakland, California, United States specializes in issuing and managing green bonds. These bonds are used to finance projects such as renewable energy, energy efficiency, sustainable agriculture, and clean transportation. By investing in green bonds, individuals and organizations can support environmentally-friendly initiatives while also earning a return on their investment.

"We Heart Finance is a leading financial institution located at 1624 Franklin Street in Oakland, California. Our dedicated team of experts is committed to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Visit us today to see how we can make your financial dreams a reality!"

Focused Finances, LLC is a finance institution located at 1300 Clay Street in Oakland, California. Led by Managing Partner Patricia Jennerjohn, Focused Finances offers fee-only financial planning and investment advisory services. With a commitment to providing reliable and accurate information, Focused Finances aims to help clients navigate the complexities of the financial world. Contact them at 877-746-7914 or visit their office in Suite 600 for expert financial guidance.

Shams Deitrick at Morgan Stanley is a trusted financial advisory institution located in Oakland, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us at 1999 Harrison Street to learn more about how we can help you secure a stable financial future.

Merrill Lynch Financial Advisor Grace Greening is a finance institution located at 1111 Broadway, Oakland, California, United States. They also have another location at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596. Merrill Lynch is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. They believe in providing exemplary client service and building strong client relationships based on trust and personalized service. The team at Merrill Lynch is comprised of talented and experienced individuals who are committed to understanding their clients' family, goals, and priorities. They work with clients to design and implement personalized financial plans to help them pursue their financial goals while managing investment risk. The institution believes in focusing on potential solutions that can turn goals into reality.

The 8 Bridges Bay Area Group - Morgan Stanley is a leading finance institution located at 1999 Harrison Street in Oakland, California, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, we are committed to providing our clients with personalized solutions and expert advice. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

The Buena Vista Group - Morgan Stanley is a financial institution located at 1999 Harrison Street in Oakland, California, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, The Buena Vista Group - Morgan Stanley is dedicated to providing top-notch financial advice and support to its clients. Whether you are looking for investment management, retirement planning, or wealth management services, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Investment & Retirement Financial Center is a finance institution located at 496 Lake Park Avenue, Oakland, California, United States. Our team of Merrill Financial Solutions Advisors are here to provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for banking products, we have the tools and expertise to assist you. Our advisors can meet with you in person or through virtual meetings to accommodate your needs. Please note that investing in securities involves risks, and it is important to review all terms and privacy policies before making any decisions. Contact us today to learn more about how we can help you turn your ambitions into action.

Merrill Lynch Financial Advisor Patrick J Greening is a finance institution located at 1111 Broadway, Oakland, California, United States. With an additional location at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596, Merrill Lynch takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. As part of Merrill Lynch Wealth Management, the financial advisors at Merrill Lynch Financial Advisor Patrick J Greening work with clients to understand their family, goals, and priorities, adapting their approach as these change over time. The institution's mission is to understand each client's unique needs and aspirations, designing and implementing personalized plans to help them pursue their financial goals while managing investment risk.

Adam J Messinger is a finance institution located at 1111 Broadway in Oakland, California, United States. With a strong reputation for providing top-notch financial services, Adam J Messinger is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, financial planning, or assistance with wealth management, the knowledgeable team at Adam J Messinger is here to help. Trust in their expertise and experience to guide you towards a secure financial future.

Rose Bridge Wealth Management Group - Morgan Stanley is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States. With a team of experienced financial advisors and experts, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rose Bridge Wealth Management Group - Morgan Stanley is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial planning needs.