TOP 30 Institutional investments in Berkeley, California

62 results found

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.

Catherine Woodman, Impact Investors is a finance institution located at 1510 Walnut Street in Berkeley, California, United States. We specialize in providing investment opportunities that make a positive impact on society and the environment. Our team of experts carefully select projects and companies that align with our values of sustainability and social responsibility. At Catherine Woodman, Impact Investors, we believe in using our financial resources to create a better world for future generations.

EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.

HFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.

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.

Blume Capital Management Inc, located at 1708 Shattuck Avenue in Berkeley, California, is a finance institution that provides investment advisory and financial planning services. Founded by Jim Blume in 1993, the firm offers unbiased financial guidance to individuals and families, with a focus on value-focused investing discipline. With decades of investment experience, the principals at Blume Capital aim to carefully steward their clients' assets and help them grow and protect their wealth over the long term. The institution prides itself on transparent communication, understanding clients' goals, and building enduring relationships to serve their evolving needs. Contact Blume Capital at (510) 549-3534 or info@blumecapital.com to learn more about how they can bring order and direction to your financial life.

Dornbusch Associates is a renowned finance institution located at 2907 Claremont Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their dedication to providing personalized solutions and expert advice sets them apart in the industry. Visit Dornbusch Associates today to secure your financial future.

Topel & DiStasi Wealth Management is a leading finance institution located at 2907 Claremont Avenue in Berkeley, California, United States. Our team of experienced financial advisors provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you navigate the complexities of the financial world. With a focus on trust, integrity, and expertise, Topel & DiStasi Wealth Management is committed to providing top-notch financial guidance to our clients.

D. A. Flowers & Company, LLC is a finance institution located at 1400 Shattuck Avenue in Berkeley, California, United States. Specializing in comprehensive personal financial planning and investment management on a fee-only basis, D. A. Flowers & Company caters to families and individuals looking to secure their financial futures. Their collaborative approach to financial planning ensures that your short, medium, and long term goals are met, while their investment management services focus on prudent allocation of resources to achieve financial success and security. As a fee-only firm, D. A. Flowers & Company does not receive commissions or sell financial products, providing unbiased advice and services to their clients. Established in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) dedicated to helping clients 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.

Chimney Sweep Services is a trusted and reliable institution located at 1442 Walnut Street in Berkeley, California. We specialize in chimney sweep, air duct, and dryer vent cleaning services in the San Francisco Bay Area. Our team of experienced professionals ensures that your chimney and fireplace are in great working condition to keep your home and family safe. We offer transparent pricing and prioritize honesty, providing you with a clear breakdown of all costs associated with your specific chimney needs. Our certified technicians are highly skilled and respected professionals in the industry, trained in fire codes, clearances, and standards for constructing and maintaining chimney systems. We offer a range of services, including chimney cap repairs, installation, and replacement. Our chimney sweeps do more than just cleaning - we also provide animal removal from chimneys and chimney flue repairs.

J C Carpet & Upholstery Cleaning, INC. is a professional and caring laundry institution located at 593 Lupine Circle, Vacaville, California, United States. Specializing in carpet, upholstery, tile, and grout cleaning/restoration for both homes and businesses, they offer gift certificates for the gift of clean carpets. Using the revolutionary RX-20 Rotary Jet Extractor, they make over 650 cleaning passes per minute to ensure a thorough clean. Their technicians also provide professional steam cleaning for upholstery to extend its lifespan. Additionally, they offer natural stone cleaning, ceramic/porcelain tile and grout cleaning, and sealant services to protect your investment. Their goal is to create a caring environment for homeowners using earth-friendly solutions. Serving a wide range of areas including Antioch, Berkeley, Napa, Oakland, Walnut Creek, and more, J C Carpet & Upholstery Cleaning, INC. is dedicated to providing top-notch cleaning services for their customers.

Accessible Economics is a finance institution located at 1620 Sacramento Street in Berkeley, California. Our mission is to make economics accessible to all individuals, regardless of their background or experience. We offer a range of services and resources to help people better understand and navigate the complex world of economics. Whether you are a seasoned investor or just starting out, our team of experts is here to assist you in making informed financial decisions. Visit us today and let us help you achieve your financial goals.

Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.

Merrill Lynch Financial Advisor Alan Wong, located at 555 California Street, San Francisco, California, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With 16 years of experience in the financial services industry, Alan Wong follows a disciplined process to provide excellent service and investment guidance tailored to your short- and long-term objectives. He holds a Chartered Financial Analyst designation and graduated from UC Berkeley with degrees in Economics and Political Science. Alan Wong is committed to serving the community and volunteers with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting your financial approach as your life changes.

Linda Moran - Private Client Advisor is a leading financial institution located at 1480 Shattuck Avenue in Berkeley, California. As a private client advisor, Linda Moran offers personalized financial services and advice to individuals seeking to optimize their investments and secure their financial future. With a focus on building long-term relationships and providing tailored solutions, Linda Moran helps clients navigate the complexities of the financial world with confidence and peace of mind. Trustworthy, knowledgeable, and dedicated, Linda Moran - Private Client Advisor is committed to helping clients achieve their financial goals and dreams.

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.

Danny Rozansky, Robertson Stephens is a finance institution located at 1550 El Camino Real, Menlo Park, California, United States. As a Principal and Managing Director at Robertson Stephens, Danny, along with Jeanette Garretty and Michael Zaninovich, provides wealth management advice to high net worth and ultra-high net worth individuals, senior executives, and their families. With over 20 years of experience, Danny offers guidance on financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities to help clients achieve their financial goals. Prior to joining Robertson Stephens, Danny worked at Wells Fargo Private Bank and myCFO, Inc., advising multi-generational families on financial planning. Danny holds a JD from University of the Pacific, McGeorge School of Law and a BA in History from University of California, Berkeley. He is a member of the California Bar and resides in Silicon Valley with his wife and three children. Danny enjoys family trips to national parks, cooking, baseball, and exploring fine food and wine. As a fiduciary institution, Danny Rozansky, Robertson Stephens is committed to serving clients' best interests without the conflicts of interest often found on Wall Street.

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.

Deyoe Wealth Management is a leading financial institution located in the heart of Berkeley, California. Our team of experienced financial advisors provides personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, our dedicated team is here to guide you every step of the way. Visit us at 2150 Shattuck Avenue to learn more about how we can help you secure your financial future.

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.

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.

Tester Biz MC is a renowned financial institution located at 2001 Hopkins Street in Berkeley, California, United States. With a team of experienced professionals, Tester Biz MC offers a wide range of financial services including investment management, wealth planning, and risk assessment. Clients can trust Tester Biz MC to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are looking to grow your assets or secure your financial future, Tester Biz MC is dedicated to helping you succeed.

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.