Investment expertise in Oakland, California

In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.

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.

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.

Oak Center is a reputable real estate agency located at 1601 Market Street in the vibrant city of Oakland, California. With a team of experienced and dedicated real estate professionals, Oak Center is committed to providing top-notch services to clients looking to buy, sell, or rent properties in the area. Whether you are a first-time homebuyer or a seasoned investor, Oak Center is here to guide you through the entire real estate process with expertise and professionalism. Contact us today to learn more about how we can help you achieve your real estate goals.

The Uptown is a premier real estate agency located at 500 William Street in the vibrant city of Oakland, California. Our team of experienced agents are dedicated to helping clients find their dream home or sell their property at the best possible price. With a focus on customer service and expertise in the local market, The Uptown is the go-to agency for all your real estate needs in the Bay Area. Contact us today to start your journey towards finding the perfect home or investment property.

Channel House is a premier real estate agency located in the heart of Oakland, California. Situated at 40 Harrison Street, our team of experienced and knowledgeable agents are dedicated to helping clients buy, sell, and rent properties in the vibrant and diverse Oakland area. With a commitment to providing exceptional service and personalized attention, Channel House strives to make the real estate process seamless and stress-free for all clients. Whether you are looking for your dream home or seeking to maximize the value of your investment, Channel House is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you in achieving your real estate goals.

Modera Jack London Square is a premier real estate agency located in the heart of Oakland, California. Situated at 378 Embarcadero West, this institution specializes in providing top-notch services for buying, selling, and renting properties in the vibrant Jack London Square neighborhood. With a team of experienced and knowledgeable agents, Modera Jack London Square is dedicated to helping clients find their dream homes or investment properties. Whether you are a first-time buyer or a seasoned investor, this agency is committed to delivering exceptional service and expert guidance every step of the way. Visit Modera Jack London Square today and let their team help you navigate the real estate market with confidence and ease.

47Hundred is a premier real estate agency located at 4700 Telegraph Avenue in Oakland, California. Our dedicated team of professionals is committed to providing top-notch service to our clients, whether they are buying, selling, or renting property. With years of experience in the industry, we have the expertise and knowledge to help you navigate the real estate market in the Bay Area. Come visit us at 47Hundred and let us help you find your dream home or investment property.

Hanover Northgate is a reputable real estate agency located at 2450 Valdez Street in Oakland, California. With a focus on providing top-notch service to clients looking to buy, sell, or rent properties in the area, Hanover Northgate is known for their professionalism, expertise, and commitment to customer satisfaction. Whether you are in the market for a new home, office space, or investment property, the team at Hanover Northgate is dedicated to helping you find the perfect real estate solution to meet your needs. Contact them today to learn more about their services and how they can assist you in your real estate endeavors.

Advent Properties, Inc. is a reputable real estate agency located at 1600 MacArthur Boulevard in Oakland, California. With a team of experienced and knowledgeable agents, Advent Properties, Inc. specializes in buying, selling, and renting residential and commercial properties in the Oakland area. Whether you are looking for your dream home, a profitable investment property, or reliable property management services, Advent Properties, Inc. is dedicated to helping clients achieve their real estate goals. Contact them today to experience top-notch service and expertise in the competitive California real estate market.

The Globe Life American Income Division: Saavedra Longino Organization is an insurance agency located at 80 Swan Way in Oakland, California, United States. With a focus on providing quality insurance products and services, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, health insurance, or retirement planning, the professionals at this organization are committed to finding the right solutions for your specific needs. Trust in the expertise and experience of the Globe Life American Income Division: Saavedra Longino Organization to secure your peace of mind today and for years to come.

New York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.

Leana's On International is a reputable finance and insurance agency located at 8209 International Boulevard in Oakland, California. With a dedicated team of professionals, Leana's On International offers a wide range of financial services and insurance options to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Leana's On International is committed to providing top-notch service and personalized solutions. Visit us today to experience the expertise and reliability that sets us apart in the industry.

Port Z Logistics INC is a premier vehicle transport, drayage, and storage solution institution located at 1260 57th Avenue in Oakland, California, United States. In today's globalized world, international transport is crucial, and our institution specializes in optimizing logistics networks to streamline business operations. We understand the importance of customer preferences for price, quality, and delivery speed, and we offer competitive solutions in a demanding market environment. Our expertise lies in handling complex projects that others may shy away from, such as heavy cargos and out-of-gauge containers. With our own heavy-duty equipment, we can handle any cargo in-house. Our intermodal drayage services are reliable and safe, as we prioritize learning about our customers' businesses to provide top-tier service.

Cynthia L. Harris - Realtor, Notary is a trusted and experienced real estate professional located at 3923 Grand Avenue in Oakland, California. With a commitment to exceptional service and attention to detail, Cynthia offers a range of real estate services including buying, selling, and leasing properties. As a licensed notary, she also provides expert notarization services for various legal documents. Whether you are looking to find your dream home or need assistance with important paperwork, Cynthia L. Harris is dedicated to helping clients achieve their real estate goals with professionalism and integrity.

Underwood Law Firm, located at 1300 Clay Street in Oakland, California, is a boutique law firm specializing in partition, real estate, and civil litigation. With offices throughout California, the firm handles numerous partition actions involving various types of properties, from single-family homes to multi-million dollar apartment buildings. Their experienced attorneys have successfully litigated cases in courts across the state, including major cities like Los Angeles, San Francisco, and San Diego. The firm's founder is a respected member of the California Lawyers’ Association’s Real Property Section, showcasing the firm's commitment to providing top-notch legal representation in partition law matters. They focus solely on what they do best, ensuring that clients receive the highest level of expertise and value in their legal services.

Noble Fields School of Real Estate, LLC is a prestigious institution located at 428-A Oakland Avenue in Oakland, California, United States. Our school offers comprehensive courses and training programs designed to prepare students for successful careers in the real estate industry. With experienced instructors and a focus on practical knowledge, Noble Fields School of Real Estate, LLC is committed to providing students with the skills and expertise needed to excel in this competitive field. Join us and take the first step towards a rewarding career in real estate.

TNT Financial Services, Inc. is a reputable finance institution located at 10617 MacArthur Boulevard in Oakland, California, United States. With a strong commitment to providing top-notch financial services, TNT offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, TNT Financial Services, Inc. has the expertise and experience to help you achieve your financial goals. Trustworthy and reliable, TNT is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Matthews Financial & Insurance Solutions is a reputable finance institution located at 2100 Embarcadero East in Oakland, California. Specializing in providing comprehensive financial and insurance solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and tailored strategies, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are looking for retirement planning, investment management, or insurance coverage, Matthews Financial & Insurance Solutions is here to support you every step of the way. Visit us today to experience the difference our expertise can make in your financial future.

Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.

Merrill Lynch Financial Advisor Buzz Brown is a finance institution located at 1111 Broadway in Oakland, California, United States. Buzz Brown is dedicated to managing your wealth by creating a personalized strategy based on your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Buzz Brown can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Buzz Brown demonstrates a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, Buzz Brown can help you build a personalized plan centered on your goals and focused on what you want to achieve. By getting to know you as an investor and understanding your goals and priorities, Buzz Brown can customize a financial approach to help you pursue what matters most to you. With a focus on understanding your aspirations and helping you manage investment risk, Buzz Brown aims to turn your financial goals into a reality. By regularly checking in to discuss changes in your life and revisiting your financial approach, Buzz Brown can help you stay on track to achieve what's most important to you. Let Buzz Brown help you achieve your financial goals by getting to know you personally and creating a financial approach that reflects your unique needs and priorities. Contact Buzz Brown today to learn more about how they can help you live your best financial life.

Norine Rensch: Primerica - Financial Services is a reputable finance and insurance agency located at 2071 Mountain Boulevard in Oakland, California, United States. With a strong focus on providing top-notch financial services to individuals and families, Norine Rensch and her team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking for investment advice, retirement planning, or insurance coverage, Norine Rensch: Primerica - Financial Services is here to guide you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

The Claremont Group - Morgan Stanley is a prestigious finance institution located at 1999 Harrison Street in Oakland, California, United States. With a reputation for excellence and expertise in the financial industry, The Claremont Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, The Claremont Group - Morgan Stanley is committed to providing top-notch service and support.

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.

Eagle Partners is a leading finance institution located at 1901 Harrison Street in Oakland, California. As a San Francisco-based mergers, acquisitions, and corporate finance advisory firm, we specialize in providing top-notch advisory services for clients looking to complete middle market transactions. Our team of experts is dedicated to helping our clients achieve their financial goals with professionalism and expertise. Trust Eagle Partners to guide you through your financial endeavors with precision and care.

Merrill Lynch Financial Advisor Barry J. Williams is a reputable finance institution located at 1111 Broadway in Oakland, California, United States. With a focus on providing personalized financial advice and guidance, Barry J. Williams is dedicated to helping clients achieve their financial goals and secure their financial future. As a trusted advisor, he offers a wide range of services including investment planning, retirement planning, wealth management, and more. With years of experience and expertise in the field, clients can trust Merrill Lynch Financial Advisor Barry J. Williams to provide sound financial advice and support.

Merrill Lynch Financial Advisor Jack Greening is located at 1111 Broadway, Oakland, California, United States, with an additional office at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596. As a finance institution, Merrill Lynch is proud of their advisors who have received recognition from industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, focusing on building strong relationships based on trust and personalized service. With the support of global resources from Merrill Lynch, the team is committed to understanding clients' priorities, goals, and family dynamics to create a personalized financial plan. By listening carefully and asking thoughtful questions, the advisors aim to help clients pursue their financial goals while managing investment risk.

Blaylock Beal Van, LLC is a finance institution located at 350 Frank H. Ogawa Plaza in Oakland, California, United States. With a focus on providing expert financial services to individuals and businesses, Blaylock Beal Van, LLC offers a wide range of financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Blaylock Beal Van, LLC is committed to providing top-notch service and expertise to help you navigate the complexities of the financial world.

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.