TOP 30 Investment professionals in Berkeley, California

40 results found

Berkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.

North Berkeley Properties is a reputable finance and real estate agency located at 2115 Kala Bagai Way in Berkeley, California. With a strong focus on providing top-notch services to clients in the real estate market, North Berkeley Properties offers expert guidance and assistance in buying, selling, and managing properties. Whether you are looking to invest in a new property or are in need of professional property management services, North Berkeley Properties is dedicated to helping you achieve your real estate goals. Trust in their expertise and experience to navigate the competitive real estate market in Berkeley and beyond.

Treehaven Investment Properties, Inc. is a premier real estate investment firm located at 2523 Ridge Road in Berkeley, California. Specializing in acquiring and managing high-quality residential and commercial properties, Treehaven Investment Properties, Inc. is dedicated to providing exceptional real estate opportunities for investors and tenants alike. With a commitment to professionalism, integrity, and superior customer service, Treehaven Investment Properties, Inc. stands out as a trusted and reliable partner in the real estate industry. Contact us today to learn more about our diverse portfolio of investment properties and how we can help you achieve your real estate goals.

Schoen-Berkeley LTD Partnership is a reputable real estate agency located at 2306 Ellsworth Street in the vibrant city of Berkeley, California. With a commitment to excellence and personalized service, our experienced team of professionals is dedicated to helping clients buy, sell, or rent properties in the Bay Area. Whether you are looking for your dream home or seeking investment opportunities, Schoen-Berkeley LTD Partnership is here to guide you every step of the way. Contact us today to experience the difference of working with a top-tier real estate agency.

The Mechanics Bank - North Berkeley Branch is a full-service banking institution located at 1801 Solano Avenue in Berkeley, California. As a trusted financial institution, we offer a wide range of banking services including ATM access, personal and business accounts, loans, mortgages, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit us at our convenient location in North Berkeley to experience the personalized and reliable banking services that Mechanics Bank is known for.

Jake Cleary - BancWest Investment Services Financial Advisor is a leading finance institution located at 2023 Mountain Boulevard in Oakland, California, United States. As a dedicated financial advisor, Jake Cleary provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Jake Cleary - BancWest Investment Services Financial Advisor is a trusted partner for individuals and businesses seeking financial planning and wealth management services.

Oasis Legal Services, located at 1900 Addison Street in Berkeley, California, is a nonprofit organization dedicated to providing high-quality, holistic, and trauma-informed legal and social services to low-income LGBTQ community members. With over 35 years of combined professional experience in immigration legal services for the LGBTQ community, Oasis specializes in trainings and movement lawyering that amplifies the unique experiences of their clients, including those fleeing violence and persecution based on their sexuality, gender, and/or HIV status. In addition to their impactful work, Oasis Legal Services has recently been awarded a transformative $2 million grant from MacKenzie Scott's Yield Giving, which will allow their Affirmative Asylum Program to be 100% free for clients and provide free services to LGBTQ immigrants living with HIV through their Residency and Naturalizations Programs. This grant recognizes Oasis for their outstanding work in supporting LGBTQ immigrants and will enable them to continue making a difference in the lives of those in need.

Hillside Village is a reputable real estate agency located at 1801 Shattuck Avenue in Berkeley, California. Our dedicated team of professionals is committed to helping clients find their dream home or investment property in the beautiful surroundings of Berkeley. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are looking for a cozy bungalow or a luxurious estate, Hillside Village is here to help you find the perfect property to suit your needs and lifestyle. Contact us today to start your real estate journey with Hillside Village.

The Dwight is a premier real estate agency located at 2121 Dwight Way in Berkeley, California. With a dedicated team of experienced professionals, The Dwight offers unparalleled expertise in buying, selling, and renting properties in the Bay Area. Whether you are looking for your dream home or seeking to maximize the value of your investment, The Dwight is committed to providing exceptional service and personalized solutions to meet your real estate needs. Contact us today to experience the difference that The Dwight can make in your next real estate transaction.

Garden Village is a reputable real estate agency located at 2201 Dwight Way in Berkeley, California, United States. Our dedicated team of professionals is committed to helping clients find their perfect home or investment property in the vibrant city of Berkeley. With our extensive knowledge of the local real estate market and personalized service, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you're looking for a cozy apartment, a spacious family home, or a lucrative investment opportunity, Garden Village is here to help you every step of the way. Contact us today to start your real estate journey with Garden Village.

The Bank of America Financial Center located at 2347 Telegraph Avenue in Berkeley, California is a leading bank and financial institution serving the community with a wide range of banking services. From personal and business banking to wealth management and investment services, this branch offers a comprehensive suite of financial solutions to meet the diverse needs of its customers. With a team of experienced professionals, state-of-the-art technology, and a commitment to customer satisfaction, the Bank of America Financial Center is a trusted partner for all your financial needs.

P O Pack is a finance institution located at 1700 Shattuck Avenue 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 assistance with investments, loans, or financial planning, we are here to help. Visit us today and let us help you achieve your financial goals.

F. E. Forbes Company, Inc. is a finance institution located at 1795 Solano Avenue in Berkeley, California, United States. With a reputation for excellence and expertise in financial services, F. E. Forbes Company, Inc. offers a range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, the experienced professionals at F. E. Forbes Company, Inc. are dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.

Giovanni Begossi is a renowned doctor and health institution located at 2450 Ashby Avenue in Berkeley, California. With a team of highly qualified and experienced medical professionals, Giovanni Begossi offers top-notch healthcare services to patients in the Berkeley area. From routine check-ups to specialized treatments, this institution is dedicated to providing personalized care and ensuring the well-being of all patients. Visit Giovanni Begossi for expert medical care in a comfortable and welcoming environment.

Effective Assets is a finance and insurance agency located at 1510 Walnut Street, Berkeley, California, United States. As a registered investment adviser with the Securities and Exchange Commission, we provide personalized investment advice to our clients. Our team of experts offers professional financial guidance and insurance solutions to help individuals and businesses achieve their financial goals. Please note that the information provided on our website is for informational purposes only, and individualized responses to consumers in a specific state will comply with jurisdiction requirements. Contact us today to discuss your financial needs with our experienced advisors.

David Stern CFO is a reputable finance institution located at 2111 San Pablo Avenue in Berkeley, California, United States. As a leading provider of financial services, David Stern CFO offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals, they specialize in financial planning, budgeting, risk management, and investment strategies. Whether you are an individual or a business in need of financial advice, David Stern CFO is dedicated to providing personalized and reliable services to meet your specific needs.

KNN Public Finance is a reputable finance institution located at 2054 University Avenue in Berkeley, California, United States. We specialize in providing expert financial services to both individuals and businesses, helping our clients achieve their financial goals and objectives. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with tax optimization, KNN Public Finance is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Financial Connections Group is a leading finance institution located at 2608 Ninth Street in Berkeley, California. Our team of experienced professionals is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. With a focus on building strong relationships and delivering exceptional service, Financial Connections Group is committed to helping you make the most of your financial future.

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.

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.

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.

Golden Bear Property Services is a premier property management company located at 1812 Eighth Street in Berkeley, California. With a focus on providing top-notch services to property owners and tenants alike, our team is dedicated to maintaining and enhancing the value of your investment. From rental property management to leasing and maintenance services, we strive to exceed our clients' expectations with our professionalism and expertise. Trust Golden Bear Property Services to take care of all your property management needs in the vibrant city of Berkeley.

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.

Raj Properties is a premier real estate agency located at 2076 University Avenue in Berkeley, California. With a strong reputation for excellence and professionalism, Raj Properties specializes in buying, selling, and renting residential and commercial properties in the Berkeley area. Our team of experienced real estate agents is dedicated to providing top-notch customer service and helping clients find their dream home or perfect investment property. Whether you are a first-time homebuyer or a seasoned investor, Raj Properties is here to assist you every step of the way. Contact us today to learn more about how we can help you with all of your real estate needs.

Tammy Plotkin-Oren, Financial Advisor at TPO Financial & Insurance Services, located at 821 Delaware Street in Berkeley, California, is dedicated to providing expert financial guidance and insurance services to help clients secure their family's future and align their money choices with their values. With a focus on serving professional advisors, Tammy and her team offer personalized financial planning to help clients navigate major life changes, such as job transitions, retirement, or inheritances. As fiduciaries, they always prioritize the client's best interests, providing peace of mind and confidence in their financial decisions. Tammy, a parent of three daughters and a UC Berkeley alumna, understands the complexities of midlife and is passionate about helping clients feel secure about their finances. With licenses to sell insurance and securities products through New York Life and NYLIFE Securities LLC, Tammy and her team offer investment advisory services in various states. Whether you are considering life insurance, retirement planning, or charitable giving, Tammy Plotkin-Oren and her team at TPO Financial & Insurance Services are here to help you make informed and impactful financial choices.

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.

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.

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.