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TOP 30 Investment advice services in Castro Valley, CA
5 results found
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Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 3067 Castro Valley Boulevard in Castro Valley, California. As a finance institution, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Our Merrill Financial Solutions Advisors are available to meet with you in a way that works best for you, whether in person or virtually. At Merrill, we strive to provide information about products and services that may be of interest to you. Investing in securities involves risks, and our advisors can help you navigate these risks to help you make informed decisions. We offer a broad range of services, including brokerage, investment advisory, and financial planning.
BMO
BMO, located at 3396 Castro Valley Boulevard in Castro Valley, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of the FDIC, BMO Bank N.A. provides banking products and services in the United States. To comply with federal regulations, BMO may ask for personal information to verify the identity of customers opening accounts. It is important to review the privacy and security policies of third-party websites linked to BMO. Please note that the information provided is not intended to be tax or legal advice, and customers are encouraged to consult with their own legal and tax advisors for personalized guidance.
Samantha Harris - State Farm Insurance Agent
Samantha Harris - State Farm Insurance Agent is a trusted insurance agency located at 21060 Redwood Road in Castro Valley, California, United States. Conveniently situated across the street from the CV Bart Station in the Coldwell Banker Building, our experienced team is committed to protecting your family and assets. With 30 years of State Farm experience, Samantha Harris is dedicated to serving the Castro Valley area by providing auto insurance, fire insurance, life insurance, commercial insurance, and financial services. As a local small business owner, Samantha takes pride in taking care of your insurance and financial needs. Whether you need assistance with jumping a car battery, driving on rural roads, or starting on your financial goals, our team is here to help. Contact us today to review your current coverage and start protecting what matters most to you. Please note that for your protection, sensitive personal information should not be shared online. If you have difficulty with our website, please call (510) 881-1511 for assistance. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.
Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®
Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® is a reputable finance institution located at 20980 Redwood Road in Castro Valley, California. As a Certified Financial Planner, Rosalyn Antonio provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones is a trusted partner in managing investments, retirement planning, and overall financial well-being. Visit us today to learn how Rosalyn Antonio and Edward Jones can help you secure a stable financial future.
Tom J. Nohr CFP RFC – Successful Financial Education Workshops
Tom J. Nohr CFP RFC – Successful Financial Education Workshops is a reputable finance institution located at 20632 Redwood Road in Castro Valley, California, United States. With a focus on comprehensive financial planning since 1986, Tom Nohr offers educational workshops for residents of AL, AR, AZ, CA, FL, NC, OR, and WA. This institution is dedicated to providing valuable information for informational purposes only and is not a solicitation to buy or sell securities. Tom Nohr is a licensed California Insurance Agent with Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Successful Financial Education Workshops are not affiliated. It is important to note that Registered Representatives of Cambridge may only conduct securities business in a specific state if properly registered or exempt. Compliance with state registration requirements is necessary for personalized investment advice and transactions in securities. For more information, please refer to Cambridge’s Form CRS (Customer Relationship Summary) and check the background of this investment professional.
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