Individualized financial advice in Alameda, CA
34 results found
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Rubicon Financial Partners
● ClosedRubicon Financial Partners is a leading finance institution located at 1151 Harbor Bay Parkway in Alameda, California, United States. With a team of experienced professionals, Rubicon Financial Partners offers a wide range of financial services including investment management, wealth planning, and retirement planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Rubicon Financial Partners is dedicated to helping you achieve your financial goals. Trust in Rubicon Financial Partners for expert advice and personalized solutions to secure your financial future.
1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502, United States -
Samantha N Dinh, CFP - PARAGON FINANCIAL PLANNING
● ClosedSamantha N Dinh, CFP - PARAGON FINANCIAL PLANNING is a reputable finance institution located at 550 Park Street in Alameda, California, United States. Led by Certified Financial Planner Samantha N Dinh, the institution offers expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized strategies and comprehensive advice, clients can trust in the expertise and professionalism of the team at PARAGON FINANCIAL PLANNING.
550 Park St #105, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Dominic J McKenna, AAMS™
● OpenEdward Jones - Financial Advisor: Dominic J McKenna, AAMS™ is a trusted financial institution located at 887 Island Drive in Alameda, California, United States. As a knowledgeable and experienced financial advisor, Dominic J McKenna offers personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for education, or growing your wealth, Dominic J McKenna and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.
887 Island Dr Suite E, Alameda, CA 94502, United States -
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Matthew M Tekeste
● ClosedEdward Jones - Financial Advisor: Matthew M Tekeste is a trusted financial institution located at 1050 Marina Village Parkway in Alameda, California. As a dedicated finance professional, Matthew M Tekeste offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Matthew M Tekeste is committed to providing tailored solutions to meet your individual needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew M Tekeste is the go-to choice for all your financial planning needs.
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Nirmal Rout, CFP®
● OpenEdward Jones - Financial Advisor: Nirmal Rout, CFP® is a reputable finance institution located at 2412 Central Avenue in Alameda, California, United States. As a Certified Financial Planner, Nirmal Rout provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized service and long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of investing and financial planning. Visit their office today to start planning for a secure financial future.
2412 Central Ave, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Melanie Hart
● ClosedEdward Jones - Financial Advisor: Melanie Hart is a trusted finance institution located at 1504 Encinal Avenue in Alameda, California. With a focus on personalized financial planning and investment strategies, Melanie Hart provides expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth for the future, Melanie Hart is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Melanie Hart today to schedule a consultation and start planning for a secure financial future.
1504 Encinal Ave Suite B, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Corey M Hayashi, CFP®|CSRIC®
● OpenEdward Jones - Financial Advisor: Corey M Hayashi, CFP®|CSRIC® is a reputable finance institution located at 2413 Webb Avenue, Alameda, California, United States. With a focus on providing personalized financial planning services, Corey M Hayashi, a Certified Financial Planner and Chartered SRI Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or build wealth for the future, Edward Jones is committed to providing tailored solutions to meet your individual needs. Contact Corey M Hayashi today to take control of your financial future.
2413 Webb Ave STE D, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™
● ClosedEdward Jones - Financial Advisor: Kirk Cowan, CRPS™ is a reputable finance institution located at 1336 Park Street in Alameda, California, United States. Kirk Cowan, a Certified Retirement Plan Specialist, offers expert financial advice and planning services to individuals and businesses. With a focus on personalized investment strategies and retirement planning, Kirk Cowan helps clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Kirk Cowan and Edward Jones are dedicated to providing tailored solutions to meet your financial needs.
1336 Park St STE D, Alameda, CA 94501, United States -
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedChad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. Chad Parker holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and more. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Chad Parker is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.
1905 The Alameda, San Jose, CA 95126, United States -
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Raegen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, 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 Planners™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, ensuring their financial goals are met with professionalism and integrity.
1905 The Alameda, San Jose, CA 95126, United States -
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a variety of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, with a focus on ethical practices and comprehensive financial planning.
1905 The Alameda, San Jose, CA 95126, United States -
Alameda Tax Services, LLC
● ClosedAlameda Tax Services, LLC is a finance institution located at 1423 Webster Street in Alameda, California, United States. They specialize in providing tax services to individuals and businesses in the area. With a team of experienced professionals, they offer expert advice and assistance with tax preparation, planning, and filing. Whether you need help with personal income taxes or business tax compliance, Alameda Tax Services, LLC is dedicated to helping you navigate the complexities of the tax system and maximize your financial outcomes.
1423 Webster St, Alameda, CA 94501, United States -
U.S. Bancorp Investments - Financial Advisors: Alameda
● ClosedU.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.
2424 Santa Clara Ave, Alameda, CA 94501, United States -
TTK Investments
● ClosedTTK Investments is a premier store located at 101 The Alameda in San Juan Bautista, California. Our institution specializes in providing a wide range of investment options for our clients. We offer personalized services to help individuals and businesses make informed decisions when it comes to their financial goals. Our experienced team is dedicated to helping our clients navigate the complex world of investments and achieve success. Visit TTK Investments today to start planning for a secure financial future.
101 The Alameda, San Juan Bautista, CA 95045, United States -
Grantland Bailey - State Farm Insurance Agent
● ClosedGrantland Bailey - State Farm Insurance Agent is a reputable insurance agency located at 2115 MacArthur Boulevard in Oakland, California. Situated across from Bank of America and Peets Coffee in Oaklands Diamond District, our agency offers personalized advice and tailored options to protect what matters most to you. Our dedicated team, led by an exceptional State Farm Insurance Agent who was born and raised in Oakland, focuses on the Big Five for our customers: Time, Money, Freedom, Health, Wealth, and Relationships. With 22 years of State Farm Insurance experience, our agent is committed to lifelong learning to provide the best products and services for our customers in Oakland, Alameda, Berkeley, San Leandro, Hayward, and beyond. Our office is dog-friendly, wheelchair accessible, and offers appointments at our office, your home, or virtually. We provide comprehensive insurance for cars, homes, renters, condos, and businesses, emphasizing the importance of life insurance to protect your loved ones. Community involvement is a priority for us, as we volunteer in local schools and engage with Chambers of Commerce to help our community thrive.
2115 MacArthur Blvd, Oakland, CA 94602, United States -
Mineweaser & Associates
● OpenMineweaser & Associates is a reputable institution located at 865 The Alameda in San Jose, California, United States. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and tax consulting. With a focus on personalized solutions tailored to each client's unique needs, we strive to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing your investments, or looking for expert tax advice, Mineweaser & Associates is here to provide you with top-notch service and guidance. Contact us today to learn more about how we can assist you in reaching your financial objectives.
865 The Alameda, San Jose, CA 95126, United States -
Boitano & Sargent, LLP
● ClosedBoitano & Sargent, LLP is a reputable accounting and finance firm located in San Jose, California. With a convenient address at 1760 The Alameda, this institution offers a wide range of financial services to individuals and businesses in the area. The experienced professionals at Boitano & Sargent, LLP are dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, auditing, or financial planning, Boitano & Sargent, LLP is here to help. Contact them today to schedule a consultation and take control of your finances.
1760 The Alameda, San Jose, CA 95126, United States -
Pixton Law
● ClosedPixton Law, located at 1419 Grand Street in Alameda, California, is a finance and lawyer institution specializing in bankruptcy cases. Lead by experienced attorney James Pixton, the institution offers legal assistance to individuals facing financial difficulties. Whether it's dealing with credit card debt, taxes, or foreclosure, Pixton Law is dedicated to helping clients navigate the complex world of bankruptcy law. With a focus on Chapter 7 and Chapter 13 bankruptcy cases, Pixton Law aims to help clients rebuild their financial lives and secure a fresh start. Through personalized consultations and expert advice, James Pixton works closely with each client to develop a tailored strategy for debt relief and financial stability.
1419 Grand St UNIT 309, Alameda, CA 94501, United States -
Law Office of Daphne Yeldell
● ClosedThe Law Office of Daphne Yeldell, located at 1124 Ballena Boulevard in Alameda, California, provides expert legal services in the field of finance, specializing in bankruptcy law. Operating from 9 to 5 Monday through Friday, with Saturday appointments available, this office is dedicated to assisting individuals facing financial difficulties. By offering personalized care and guidance through the bankruptcy process, clients can find relief from harassing creditors, foreclosures, garnishments, and other stressful situations. With a focus on providing high-quality legal services at an affordable fee, the Law Office of Daphne Yeldell ensures that clients receive the support and reassurance they need to move forward with confidence. Whether communicating with creditors, preparing bankruptcy petitions, or representing clients at meetings, this office offers reliable advice and representation to help individuals achieve financial stability. As a debt relief agency, the Law Office of Daphne Yeldell is committed to helping people navigate the complexities of bankruptcy law and find solutions to their financial challenges.
1124 Ballena Blvd #A7, Alameda, CA 94501, United States -
Access Accounting & Taxes
● ClosedAccess Accounting & Taxes is a leading finance institution located at 1151 Harbor Bay Parkway in Alameda, California. Our team of experienced professionals specializes in providing top-notch accounting and tax services to individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, we are here to assist you every step of the way. Trust Access Accounting & Taxes to provide you with expert advice and personalized solutions to help you achieve your financial goals.
1151 Harbor Bay Pkwy Suite 125, Alameda, CA 94502, United States -
Kevin Kennedy LLC
● OpenKevin Kennedy LLC is a finance institution located at 1516 Oak Street in Alameda, California, United States. Specializing in providing a range of financial services, Kevin Kennedy LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized advice and tailored solutions to meet their specific needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your portfolio, Kevin Kennedy LLC is committed to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.
1516 Oak St #101, Alameda, CA 94501, United States -
Corinthian Wealth Management
● OpenCorinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.
1625 The Alameda UNIT 308, San Jose, CA 95126, United States -
Costella Kirsch Inc
● OpenCostella Kirsch Inc is a reputable finance institution located at 3500 Alameda de las Pulgas in Menlo Park, California, United States. With a strong presence in the financial industry, Costella Kirsch Inc offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Costella Kirsch Inc is committed to delivering exceptional service and expertise. Visit their office today to learn more about how they can help you secure your financial future.
3500 Alameda de las Pulgas #150, Menlo Park, CA 94025, United States -
Mark Gronert - Thrivent
● ClosedMark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2021 The Alameda STE 140, San Jose, CA 95126, United States -
Harness Tax - LexTax Team
● ClosedHarness Tax - LexTax Team is a renowned accounting and finance institution located at 1150 Ballena Boulevard in Alameda, California, United States. Our team of experts specializes in providing top-notch tax services and financial advice to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and finances with ease. Trust Harness Tax - LexTax Team to handle all your accounting and financial needs with professionalism and efficiency.
1150 Ballena Blvd # 102, Alameda, CA 94501, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 813 Marina Village Parkway in Alameda, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals.
813 Marina Village Pkwy Unit 100, Alameda, CA 94501, United States -
Silicon Valley Tax Coach
● ClosedSilicon Valley Tax Coach is a finance institution located at 2021 The Alameda in San Jose, California, United States. Our team of expert tax coaches specializes in providing personalized tax planning and consulting services to individuals and businesses in the Silicon Valley area. With our in-depth knowledge of tax laws and regulations, we help our clients maximize their tax savings and minimize their liabilities. Whether you are looking to optimize your tax strategy, reduce your tax burden, or plan for future financial goals, Silicon Valley Tax Coach is here to help you navigate the complex world of taxes with confidence and ease. Contact us today to schedule a consultation and take the first step towards achieving your financial objectives.
2021 The Alameda STE 280, San Jose, CA 95126, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 975 The Alameda in San Jose, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your specific needs. Visit us today to experience top-notch financial services in a convenient and welcoming environment.
975 The Alameda #50, San Jose, CA 95126, United States -
Vivian Xu, San Jose CPA Firm
● ClosedVivian Xu, San Jose CPA Firm is a professional accounting and finance institution located at 1625 The Alameda in San Jose, California, United States. With a team of experienced CPAs, they offer a wide range of services including tax preparation, financial planning, and audit support. Whether you are an individual looking for personal financial advice or a business in need of accounting expertise, Vivian Xu, San Jose CPA Firm is dedicated to providing top-notch service and helping clients achieve their financial goals.
1625 The Alameda, San Jose, CA 95126, United States
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