TOP 30 Investment products in Oakland, California

22 results found

Raymond Investments is a reputable financial institution located at 1461 Alice Street in Oakland, California. With a strong commitment to providing top-notch investment services, Raymond Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, our team of experienced advisors is here to help. Trust Raymond Investments to guide you towards a secure financial future.

Bell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States. With over thirty years of experience in investment management and financial planning, our fiduciary advisors always prioritize your best interests. Our team of professionals is dedicated to helping individuals and families in the Bay Area improve their financial futures one client at a time. Whether you are looking to establish a portfolio or need guidance through life transitions, Bell Investment Advisors is here to help. As a Registered Investment Advisory firm operating under the fiduciary standard, we are committed to recommending the best investments for each client. Our fee-only structure ensures that our recommendations are always in your best interest, as we do not receive commissions for specific products or investments. With over 100 years of combined Financial Services experience, our team has a reputation for consistently exceeding clients' expectations.

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.

The Merrill Investment & Retirement Financial Center is a finance institution located at 6201 College Avenue in Oakland, California, United States. Our team of Merrill Financial Solutions Advisors is here to help you turn your ambitions into action and plan for what matters most to you. Whether you're looking to invest, plan for retirement, or secure your financial future, we have the people, tools, and personalized advice to guide you every step of the way. Our advisors can meet with you in a way that works best for you, providing expert guidance and support. Please note that investing in securities involves risks, and our team is here to help you navigate the complexities of the financial world. Additionally, we offer a range of banking products through Bank of America, N.A. and affiliated banks. Contact us today to schedule a consultation with a Merrill Financial Solutions Advisor in Oakland, CA.

The Merrill Investment & Retirement Financial Center is located at 388 9th Street in Oakland, California. As a finance institution, we have a team of dedicated Merrill Financial Solutions Advisors who can help you turn your ambitions into action. Whether you are planning for retirement, investing in securities, or seeking personalized advice, our advisors are here to assist you in achieving your financial goals. At Merrill, we offer a wide range of services, including investment advisory, financial planning, and banking products provided by Bank of America, N.A. and affiliated banks. Our advisors can meet with you in a way that works best for you, whether in person or virtually.

Sharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.

Jeff Sinfuego - State Farm Insurance Agent is a trusted insurance agency located at 4123 Dyer Street in Union City, California. Our office is conveniently situated above Elite Bakery on Alvarado Blvd and Dyer Street. While online quoting is not currently available, you can easily reach out to us via call, text, or visit for a personalized quote tailored to your needs. With over a decade of experience in the insurance industry, we proudly serve the communities of Hayward, San Leandro, Union City, San Lorenzo, Oakland, Fremont, Milpitas, and the wider San Francisco Bay Area. Our dedicated team is committed to providing you with the best financial and insurance solutions to meet your individual requirements.

Farmers Insurance - Scott Halbrook is an insurance agency located at 1433 Leimert Boulevard in Oakland, California. As a local Farmers® agent, Scott Halbrook helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Scott has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect homes and possessions in the event of disasters like fires. Competitive rates and multi-line insurance discounts are available for customers. Scott also offers life insurance policies to provide financial support for loved ones in case of unexpected events.

Geekt is a leading real estate agency located at 471 26th Street in Oakland, California. Our team of experienced professionals is dedicated to helping clients find their dream homes or investment properties in the vibrant city of Oakland and its surrounding areas. With a focus on providing personalized service and expert guidance, Geekt is committed to making the buying and selling process as smooth and seamless as possible. Whether you're a first-time homebuyer or a seasoned investor, let Geekt help you navigate the competitive real estate market in Oakland.

Larry Sneed - State Farm Insurance Agent is an insurance agency located at 11881 Skyline Boulevard in Oakland, California. As an Oakland native and former Board Member of the Oakland Private Industry Council and Oakland Youth Chorus, Larry Sneed brings a wealth of experience to his clients. With a B.A. from Cal State University Hayward, Larry and his team provide free auto quotes by phone, email, and online, as well as life insurance to support family expenses after death. They serve Oakland, Berkeley, San Leandro, and the entire Bay Area. At Larry Sneed State Farm, the team is dedicated to helping clients manage risks, recover from the unexpected, and achieve their dreams. They offer various insurance and financial services, including auto, life, health, retirement, and savings goals. Whether you need assistance with income tax preparation, rural road driving safety tips, or Halloween vandalism prevention, Larry Sneed and his team are here to help.

Farmers Insurance - Thy Le is an insurance agency located at 745 East 12th Street in Oakland, California, United States. As a local Farmers® agent in Oakland, CA, Thy Le helps customers identify the insurance coverage that best fits their needs. Thy Le has the knowledge and experience to help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can reach out to Thy Le with any questions they might have. Farmers Insurance offers comprehensive coverage options for auto insurance, home insurance, renters insurance, business insurance, life insurance, and more. They provide competitive rates and discounts to help customers save money on their insurance policies. Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there in the event of a disaster.

Farmers Insurance - Cuong Cao is an insurance agency located at 1711 International Boulevard in Oakland, California, United States. As a local Farmers® agent, Cuong Cao helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Cuong Cao has the knowledge and experience to help customers understand their coverage options. With over 80 years of providing insurance products, Farmers® ensures that your most valuable possessions are protected in the event of a disaster. From auto and home insurance to life insurance and renters insurance, Cuong Cao can help you create a plan to secure your future and protect your assets. For small businesses, Farmers® offers customizable insurance packages to reduce risk and protect investments. With a focus on providing options, flexibility, and financial security, Cuong Cao can help you build a solid financial plan for a secure future. Contact Cuong Cao at the address above for personalized insurance quotes and expert advice.

1st United Credit Union is a trusted financial institution located at 6300 College Avenue in Oakland, California. As a member-owned credit union, we are dedicated to providing personalized banking services and competitive financial products to our members. With a focus on community involvement and exceptional customer service, 1st United Credit Union is committed to helping our members achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, our experienced team is here to assist you every step of the way. Visit us today to experience the difference of banking with 1st United Credit Union.

Metropolitan Bank is a full-service financial institution located at 381 8th Street in Oakland, California. As a trusted bank in the community, we offer a wide range of banking services including savings and checking accounts, loans, mortgages, and investment options. Our convenient location also features an ATM for easy access to cash withdrawals and deposits. Visit Metropolitan Bank today for all your financial needs and experience our excellent customer service and competitive rates.

Farmers Insurance - Lilian Cabrera is an insurance agency located at 1324 Fruitvale Avenue in Oakland, California. As your local Farmers® agent, Lilian Cabrera helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Lilian Cabrera can help you navigate the world of insurance to find the right policy for your needs and budget. Farmers® also offers competitive rates and discounts to help you save money on your insurance.

Kristen Law - State Farm Insurance Agent is an insurance agency located at 3940 High Street in Oakland, California, United States. Kristen Law, originally from the Midwest, has been working as an Agent for State Farm since 1989. In addition to her insurance business, she has a passion for teaching English and Citizenship preparation to new immigrants and refugees. Kristen and her husband have expanded their family through fostering teenagers from overseas, along with their two rescue dogs. Kristen values helping customers on a daily basis and strives to always prioritize their interests. She offers free notary services as an added value for customers and non-customers alike. The team at Kristen Law - State Farm Insurance Agent is dedicated to serving the financial and insurance needs of their clients, providing recommendations and exceptional service. Tanya Morris is an experienced insurance professional on the team, committed to customer care and continuous learning. The institution also offers information on various insurance policies, investment options, and pet insurance products. Kristen Law - State Farm Insurance Agent aims to provide exceptional service to help customers make informed decisions about their insurance program.

Farmers Insurance - Margarita Rodriguez is an insurance agency located at 3028 International Boulevard in Oakland, California. As your local Farmers® agent, Margarita Rodriguez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Margarita has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers® has a reputation for providing reliable insurance products to protect your assets in the event of disaster. Margarita can also assist with life insurance, renters insurance, condo insurance, and umbrella insurance policies to provide added protection for your assets and future earnings. For small business owners, Margarita can help customize a business insurance package to reduce risk and protect your investment. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan to secure your future. To learn more about the services offered by Farmers Insurance - Margarita Rodriguez, contact Margarita for a personalized consultation.

Main Street Launch is a finance institution located in Oakland, California, United States. Our mission is to provide access to capital and business support services for entrepreneurs and small businesses in the local community. We offer a range of financial products and resources to help businesses grow and thrive. Our team of experts is dedicated to helping entrepreneurs achieve their goals and create a positive impact in the community. Visit us at 2101 Webster Street to learn more about how Main Street Launch can support your business.

HIGHRESIN is a reputable finance institution located at 1585 Franklin Street in Oakland, California, United States. With a focus on providing high-quality financial services, HIGHRESIN offers a range of products and solutions to meet the needs of individuals and businesses. Whether you are looking for investment opportunities, loans, or financial planning advice, HIGHRESIN's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

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.

The Pulley Group at Morgan Stanley is a finance institution located at 1999 Harrison Street in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-tier financial services to our clients. From investment management to wealth planning, we offer a wide range of services tailored to meet your individual needs and goals. Trust in The Pulley Group at Morgan Stanley for all your financial needs.

Renew Financial Group LLC is a finance institution located at 555 12th Street in Oakland, California, United States. Specializing in providing financial solutions and services, Renew Financial Group LLC offers a wide range of options to help individuals and businesses manage their finances effectively. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and secure a stable financial future. Whether you are looking for assistance with investments, loans, or financial planning, Renew Financial Group LLC is committed to providing personalized and reliable services to meet your needs.