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Guide > Individual investors in California > Individual investors in Oakland

Top 30 Best Individual investors in Oakland, California

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  • 5 2
    #1

    Flags International LLC

    ● Closed
    821 Webster St, Oakland, CA 94607, United States
    (510) 268-8698

    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.

    Photo of Flags International LLC - 821 Webster Street, Oakland, CA 94607, USA
    Financial Service Travel Agency
    Details
  • 5 8
    #2

    Rhinehart Ink LLC

    ● Open
    Maxwell Park, 4618 Allendale Ave, Oakland, CA 94619, United States
    (415) 480-4080

    Rhinehart Ink LLC is a finance institution located at 4618 Allendale Avenue in Oakland, California, United States.

    Financial Service
    Details
  • 5 2
    #3

    TMC Community Capital

    ● Closed
    1611 Telegraph Ave Suite 504, Oakland, CA 94612, United States
    (415) 655-5419
    tmccommunitycapital.org

    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.

    Photo of TMC Community Capital - 1611 Telegraph Avenue, Oakland, CA 94612, USA Photo of TMC Community Capital - 1611 Telegraph Avenue, Oakland, CA 94612, USA Photo of TMC Community Capital - 1611 Telegraph Avenue, Oakland, CA 94612, USA
    Financial Service
    Details
  • 5 7
    #4

    Evans Law Firm, Inc.

    ● Closed
    6701 Center Dr W, Los Angeles, CA 90045, United States
    (888) 503-8267
    evanslaw.com

    Evans Law Firm, Inc. is a reputable institution located at 6701 Center Drive West in Los Angeles, California.

    Photo of Evans Law Firm, Inc. - 6701 Center Drive West, Los Angeles, CA 90045, USA Photo of Evans Law Firm, Inc. - 6701 Center Drive West, Los Angeles, CA 90045, USA Photo of Evans Law Firm, Inc. - 6701 Center Drive West, Los Angeles, CA 90045, USA
    Legal Service
    Details
  • 5 2
    #5

    Edward Jones - Financial Advisor: Benjamin Blake, CFP®

    ● Closed
    5330 College Ave Suite 230, Oakland, CA 94618, United States
    (510) 844-4772
    edwardjones.com

    Edward Jones - Financial Advisor: Benjamin Blake, CFP® is a trusted finance institution located at 5330 College Avenue in Oakland, California, United States.

    Photo of Edward Jones - Financial Advisor: Benjamin Blake, CFP® - 5330 College Avenue, Oakland, CA 94618, USA
    Financial Service
    Details
  • 5 8
    #6

    Tiffany Groode Financial

    ● Closed
    1939 Harrison St Suite 908, Oakland, CA 94612, United States
    (510) 969-0866

    Tiffany Groode Financial is a renowned finance institution located at 1939 Harrison Street in Oakland, California, United States.

    Photo of Tiffany Groode Financial - 1939 Harrison Street, Oakland, CA 94612, USA Photo of Tiffany Groode Financial - 1939 Harrison Street, Oakland, CA 94612, USA Photo of Tiffany Groode Financial - 1939 Harrison Street, Oakland, CA 94612, USA
    Financial Service
    Details
  • 4.1 10
    #7

    Mountain Valley Consultants

    ● Closed
    3400 MacArthur Blvd #3824, Oakland, CA 94602, United States
    (510) 479-1058

    Mountain Valley Consultants is a reputable accounting and finance institution located at 3400 MacArthur Boulevard in Oakland, California.

    Accounting Service Financial Service
    Details
  • 3.8 12
    #8

    Wolfsdorf Rosenthal LLP

    ● Open
    428 Alice St APT 231, Oakland, CA 94607, United States
    (415) 371-1800
    wolfsdorf.com

    Wolfsdorf Rosenthal LLP is a leading institution located at 428 Alice Street in Oakland, California, United States.

    Details
  • 2 3
    #9

    Infinity Financial Services

    ● Closed
    212 9th St STE 202, Oakland, CA 94607, United States
    (510) 588-8000
    infinitysecurities.com

    Infinity Financial Services, located in Oakland, California, is a leading finance institution that is revolutionizing the way financial advisors operate.

    Photo of Infinity Financial Services - 212 9th Street, Oakland, CA 94607, USA Photo of Infinity Financial Services - 212 9th Street, Oakland, CA 94607, USA Photo of Infinity Financial Services - 212 9th Street, Oakland, CA 94607, USA
    Financial Service
    Details
  • #10

    Private Lender Link

    ● Closed
    1590 Oakland Rd b102, San Jose, CA 95131, United States
    (408) 516-4151
    privatelenderlink.com

    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.

    Financial Service
    Details
  • #11

    Balance Financial Planning, LLC

    ● Open
    5438 Shafter Ave, Oakland, CA 94618, United States
    (510) 847-7432
    balancefp.com

    Balance Financial Planning, LLC is a reputable finance institution located at 5438 Shafter Avenue in Oakland, California, United States.

    Photo of Balance Financial Planning, LLC - 5438 Shafter Avenue, Oakland, CA 94618, USA Photo of Balance Financial Planning, LLC - 5438 Shafter Avenue, Oakland, CA 94618, USA
    Financial Service
    Details
  • #12

    Romar Wealth Management

    ● Open
    600 Grand Ave #301, Oakland, CA 94610, United States
    (510) 817-4979
    raymondjames.com

    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.

    Financial Service
    Details
  • #13

    Merrill Lynch Financial Advisor Blake M Welpton

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (510) 208-3832
    fa.ml.com

    Merrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services.

    Financial Service
    Details
  • #14

    Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh

    ● Closed
    1998 Mountain Blvd, Oakland, CA 94611, United States
    (510) 339-5906
    usbank.com

    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.

    Photo of Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh - 1998 Mountain Boulevard, Oakland, CA 94611, USA Photo of Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh - 1998 Mountain Boulevard, Oakland, CA 94611, USA
    Financial Service
    Details
  • #15

    The Corvus Group - Morgan Stanley

    ● Open
    1999 Harrison St Suite 2200, Oakland, CA 94612, United States
    (510) 891-5232
    advisor.morganstanley.com

    The Corvus Group - Morgan Stanley is a renowned finance institution located at 1999 Harrison Street in Oakland, California, United States.

    Financial Service
    Details
  • #16

    Merrill Lynch Financial Advisor Lewis Phillips

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (510) 208-3810
    fa.ml.com

    Merrill Lynch Financial Advisor Lewis Phillips is a leading finance institution located at 1111 Broadway in Oakland, California, United States.

    Financial Service
    Details
  • #17

    Merrill Lynch Wealth Management

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (510) 208-3800
    local.ml.com

    Merrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services.

    Financial Service
    Details
  • #18

    Jake Cleary - BancWest Investment Services Financial Advisor

    ● Closed
    2023 Mountain Blvd, Oakland, CA 94611, United States
    (510) 566-9363
    bankofthewest.com

    Jake Cleary - BancWest Investment Services Financial Advisor is a leading finance institution located at 2023 Mountain Boulevard in Oakland, California, United States.

    Photo of Jake Cleary - BancWest Investment Services Financial Advisor - 2023 Mountain Boulevard, Oakland, CA 94611, USA Photo of Jake Cleary - BancWest Investment Services Financial Advisor - 2023 Mountain Boulevard, Oakland, CA 94611, USA
    Financial Service
    Details
  • #19

    Green bonds

    ● Open
    1611 Telegraph Ave #1450, Oakland, CA 94612, United States
    (510) 735-8153

    Green bonds are a type of fixed-income financial instrument that are specifically earmarked for funding projects that have positive environmental or climate impact.

    Financial Service
    Details
  • #20

    We Heart Finance

    ● Open
    1624 Franklin St #1015, Oakland, CA 94612, United States
    (510) 271-0005
    weheartfinance.com

    "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.

    Financial Service
    Details
  • #21

    Focused Finances, LLC

    ● Closed
    1300 Clay St, Oakland, CA 94612, United States
    (877) 746-7914
    focusedfinances.com

    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.

    Photo of Focused Finances, LLC - 1300 Clay Street, Oakland, CA 94612, USA
    Financial Service
    Details
  • #22

    Shams Deitrick - Morgan Stanley Financial Advisor

    ● Open
    1999 Harrison St Suite 2200, Oakland, CA 94612, United States
    (510) 891-5286
    advisor.morganstanley.com

    Shams Deitrick at Morgan Stanley is a trusted financial advisory institution located in Oakland, California.

    Financial Service
    Details
  • #23

    Merrill Lynch Financial Advisor Grace Greening

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (510) 208-3865
    fa.ml.com

    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.

    Financial Service
    Details
  • #24

    The 8 Bridges Bay Area Group - Morgan Stanley

    ● Open
    1999 Harrison St Suite 2200, Oakland, CA 94612, United States
    (510) 891-0555
    advisor.morganstanley.com

    The 8 Bridges Bay Area Group - Morgan Stanley is a leading finance institution located at 1999 Harrison Street in Oakland, California, United States.

    Financial Service
    Details
  • #25

    The Buena Vista Group - Morgan Stanley

    ● Open
    1999 Harrison St Suite 2200, Oakland, CA 94612, United States
    (510) 891-5271
    advisor.morganstanley.com

    The Buena Vista Group - Morgan Stanley is a financial institution located at 1999 Harrison Street in Oakland, California, United States.

    Financial Service
    Details
  • #26

    Merrill Investment & Retirement Financial Center

    ● Closed
    496 Lake Park Ave, Oakland, CA 94610, United States
    (510) 457-9091
    locations.merrilledge.com

    Merrill Investment & Retirement Financial Center is a finance institution located at 496 Lake Park Avenue, Oakland, California, United States.

    Photo of Merrill Investment & Retirement Financial Center - 496 Lake Park Avenue, Oakland, CA 94610, USA Photo of Merrill Investment & Retirement Financial Center - 496 Lake Park Avenue, Oakland, CA 94610, USA Photo of Merrill Investment & Retirement Financial Center - 496 Lake Park Avenue, Oakland, CA 94610, USA
    Financial Service
    Details
  • #27

    Merrill Lynch Financial Advisor Dayana Medevsky

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (415) 238-3304
    fa.ml.com

    Merrill Lynch Financial Advisor Dayana Medevsky is located at 1111 Broadway in Oakland, California, United States. This finance institution offers insights, observations, and ideas to help clients pursue their financial goals.

    Financial Service
    Details
  • #28

    Merrill Lynch Financial Advisor Patrick J Greening

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (510) 208-3834
    fa.ml.com

    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.

    Financial Service
    Details
  • #29

    Adam J Messinger

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States

    Adam J Messinger is a finance institution located at 1111 Broadway in Oakland, California, United States.

    Photo of Adam J Messinger - 1111 Broadway, Oakland, CA 94607, USA
    Financial Service
    Details
  • #30

    Rose Bridge Wealth Management Group - Morgan Stanley

    ● Open
    1999 Harrison St Suite 2200, Oakland, CA 94612, United States
    (510) 891-5240
    advisor.morganstanley.com

    Rose Bridge Wealth Management Group - Morgan Stanley is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States.

    Financial Service
    Details
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