Investment services in Dublin, California

Gale Ranch Notary, Apostille and Financial Services is a reputable institution located at 6156 West Branch Road in San Ramon, California, United States. Specializing in finance, they offer 100% genuine attestation and fast, efficient services. With over 5 years of experience, Govind, the main notary, is known for his exceptional customer service and knowledge in the field. Whether you need documents notarized for visa purposes, assistance with wills and trusts, or help with immigration services, Gale Ranch Notary is here to help. They also offer financial planning services for retirement, college, insurance, and tax-free retirement. With a mobile notary service available in San Ramon, Dublin, Pleasanton, Walnut Creek, and surrounding areas, Gale Ranch Notary is dedicated to meeting their clients' needs with professionalism and integrity.

Avoca Dublin Station is a reputable real estate agency located at 6233 Dougherty Road in Dublin, California, United States. Our dedicated team of experienced agents are committed to helping clients buy, sell, or rent properties in the Dublin area. We offer personalized service, expert advice, and a deep understanding of the local market to ensure a smooth and successful real estate transaction. Whether you are looking to find your dream home, sell your current property, or invest in real estate, Avoca Dublin Station 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 with your real estate needs.

Fidelity Investments is a renowned finance institution located at 4500-A Tassajara Road, Dublin, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future.

Cathy Mendoza - Investment Advisor is a reputable finance and insurance agency located at 11501 Dublin Boulevard in Dublin, California. With years of experience in the industry, Cathy Mendoza provides expert advice and personalized investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Cathy Mendoza is dedicated to helping you navigate the complexities of the financial market. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Investment & Retirement Financial Center is a finance institution located at 7496 Dublin Boulevard in Dublin, California, United States. Visitors can find a Merrill® Financial Solutions Advisor™ in Dublin, CA by searching for an advisor's name or the parent company, "Merrill Lynch." The institution offers a variety of products and services to help individuals with their financial needs. Customers should be aware that investing in securities involves risks, and there is always the potential of losing money. The institution also provides information on fees, expenses, and returns to help customers make informed decisions. Additionally, banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency that is a wholly owned subsidiary of Bank of America Corporation. Customers can find more information in the Client Relationship Summary provided by the institution.

Merrill Investment & Retirement Financial Center is a leading finance institution located at 4250 Dublin Boulevard in Dublin, California, United States. Our dedicated team of financial experts offers a wide range of services including investment planning, retirement planning, wealth management, and more. With a focus on personalized solutions and client satisfaction, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can help you navigate the complexities of the financial world and plan for a successful retirement.

Nidhi Jain CPA is an Indian CPA firm located in the Bay Area, specifically at 11501 Dublin Boulevard, Dublin, California. Specializing in accounting and finance, we pride ourselves on using human intelligence to design customized tax plans to help optimize your taxes. If you feel like you're paying too much in taxes and want to keep more of your hard-earned money, Nidhi Jain CPA is here to help. Our experienced tax advisors offer back tax solutions that allow business owners and individuals to pay fewer taxes, ultimately saving them hundreds and thousands of dollars yearly.

Ben Samrick - State Farm Insurance Agent is located at 1511 Treat Boulevard in Walnut Creek, California, United States. Just one block away from Pleasant Hill Bart, the office is conveniently situated on the corner of Treat and Cherry. Serving the areas of San Ramon, Alamo, Emeryville, Orinda, Dublin, Lafayette, Pleasant Hill, Danville, and Concord, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. Ben Samrick, the State Farm Insurance Agent for Walnut Creek, has been in the insurance business since October 2002. Coming from a family of insurance professionals, Ben has a background in the music industry and a passion for rescuing and retraining horses off the racetrack. The team at Ben Samrick State Farm Insurance is dedicated to providing outstanding service and protecting what's important to customers so they can focus on achieving their life goals.

Jill Cash - State Farm Insurance Agent is a trusted insurance agency located at 2340 Santa Rita Road in Pleasanton, California. With 33 years of State Farm Agency experience, we offer a wide range of insurance options including Autos, Homeowners, Liability Umbrella, Small Business, Motorcycle, Renters, Condo, Life, and Health Insurance in the Pleasanton, Dublin, and Livermore area. We specialize in helping out-of-state State Farm transfers to the Bay Area, and offer free Workers Compensation, Commercial, Commercial Vehicles, and Tri Valley Commercial General Liability Insurance quotes. We also insure Food Trucks, Boats, and offer Pet insurance with no breed restrictions for dog lovers. Our services extend to the Tri Valley and East Bay areas. At Jill Cash - State Farm Insurance Agent, we prioritize safety and provide tips on avoiding drunk driving, overspending on school supplies, and grilling accidents. We also offer Life Insurance and annuities through State Farm Life Insurance Company and provide deposit products through U.S. Bank National Association. Our partnership with U.S. Bank National Association allows us to offer credit card services as well.

Affordable Property Management is a trusted real estate agency located at 33584 Alvarado-Niles Road, Union City, California. We have been providing full property management services for over 30 years, helping owners rent their residential homes in various cities including Fremont, Union City, Newark, Hayward, San Leandro, San Lorenzo, Castro Valley, Dublin, San Ramon, Livermore, Pleasanton, Milpitas, and San Jose. Our experienced team can help you maximize your rental income and take care of all the leasing services for your residential property. Whether you are looking for Fremont rentals, Castro Valley rentals, Dublin rentals, Hayward rentals, San Jose rentals, San Leandro rentals, San Lorenzo rentals, San Ramon rentals, or Union City rentals, we have you covered. Contact us today to find out how much income you can expect from your property with our professional property management services.

Aster is a leading real estate agency located at 6775 Golden Gate Drive in Dublin, California, United States. With a team of experienced and dedicated real estate professionals, Aster is committed to helping clients buy, sell, and rent properties in the area. Whether you are looking for a new home, investment property, or rental space, Aster offers personalized service and expert guidance to meet your real estate needs. Contact Aster today to find your dream property in Dublin and beyond.

Best Property Management Inc is a Bay Area property management company located at 2300 First Street in Livermore, California. Our team is dedicated to providing the best service and managing your properties efficiently with the help of our modern software solution, AppFolio Property Manager. We offer easy solutions for property management, including tenant screening, rent payment, and maintenance requests through the AppFolio Tenant Portal. Our team conducts regular property inspections to ensure proper maintenance. With offices in Brentwood, Fremont, Tracy, and Palm Springs, we serve a wide range of areas including Brentwood, Antioch, Oakley, Pittsburg, Discovery Bay, Fremont, Union City, Hayward, Newark, Castro Valley, Livermore, Pleasanton, Dublin, San Ramon, Danville, Palm Springs, and Palm Desert. When you work with Best Property Management, you can expect knowledge, experience, and integrity to help you minimize expenses and maximize profits on your real estate investments. Contact us today to hire our services and let us take the headache out of managing your properties.

KEY Risk Advisors is a leading insurance agency located in Dublin, California. Our team of experienced professionals is dedicated to providing personalized risk management solutions to individuals and businesses. Whether you are looking for coverage for your home, auto, business, or life, we have the expertise to help you find the right policy to fit your needs. At KEY Risk Advisors, we prioritize building long-lasting relationships with our clients and strive to provide exceptional service and support. Visit us at 6942 Village Parkway to learn more about how we can help you protect what matters most.

Barbara H. Dymek FSCP Agency is a multi-line insurance and financial services agency located at 11844 Dublin Boulevard, Dublin, California, United States. Since 2006, the agency has been providing personalized education and guidance to advice-seeking consumers in regard to their financial and insurance needs. The agency takes pride in offering superior professional care and reliable timely service to all clients. With a wide range of insurance and investment products available, the agency ensures that both individual and commercial clients are adequately covered for losses and damages. The agency focuses on helping clients achieve their short and long-term goals by designing and structuring their financial plans from the bottom up, starting with wealth foundation and continuing through wealth accumulation, preservation, and distribution stages. The agency listens, cares, and always has the client's best interest in mind. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance. Clients can also receive assistance in building a solid financial plan to reach their goals. For more information or to schedule an appointment, clients can contact the agency directly.

HS&BA is a premier finance and insurance agency located at 4160 Dublin Boulevard in Dublin, California. With a commitment to providing top-notch financial services and comprehensive insurance solutions, HS&BA is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our experienced team of professionals is ready to assist clients with a wide range of financial and insurance needs, ensuring personalized and reliable service. Visit us at our convenient location in Dublin, California to learn more about how HS&BA can help you secure your financial future.

KeyPoint Credit Union is a trusted financial institution located at 7901 Amador Valley Boulevard in Dublin, California, United States. As a full-service credit union, we offer a wide range of financial services including ATMs and various finance options. At KeyPoint Credit Union, our mission is to help our members thrive financially throughout all stages of life. We are committed to investing in the communities we serve by promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join us at KeyPoint Credit Union and let us help you achieve your financial goals.

Stratford School is a private elementary school located at 6665 Amador Plaza Road in Dublin, California. This school is dedicated to providing high-quality education and care to children in the surrounding communities, including Pleasanton, San Ramon, and Bishop Ranch. The campus is conveniently located near the Pleasanton Bart station and major interchanges, making it easily accessible for families in the area. The campus features multiple playgrounds, a garden area, and a solar-covered athletic field for students to enjoy. Inside, the classrooms are bright and open, with dedicated learning areas, a library, and a computer room. The school principal, Najmus Huda, is available to meet with families and provide information about the programs offered at the school.

Patelco Credit Union is a trusted financial institution located at 3 Park Place in Dublin, California, United States. As a member-owned credit union, we offer a wide range of banking and financial services to help our members achieve their financial goals. From savings and checking accounts to loans and investment options, Patelco Credit Union is committed to providing personalized and convenient financial solutions. Visit us today to experience the difference of banking with a credit union that puts your needs first.

Technology Credit Union, located at 6601 Dublin Boulevard in Dublin, California, is a finance institution offering a variety of services to meet your financial needs. With a competitive 4.50% APY on short-term certificates and easy access to your money, Tech CU makes managing your finances simple and convenient. Whether you're looking for low or no fee checking and savings accounts, adjustable-rate mortgages, or virtual meetings with a Tech CU Banker, we have something for everyone. Rest assured that your funds are federally insured by NCUA and protected by multiple security layers. Joining Tech CU means joining a credit union that prioritizes its members' needs, with profits returned in the form of lower loan rates, outstanding service, and great member benefits. Plus, with a 5-star rating from Bauer Financial in 2023, you can trust in Tech CU's strong financial position. Visit us today to see how we can help you achieve your financial goals.

Chase Bank, located at 4520 Dublin Boulevard in Dublin, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase is dedicated to helping businesses thrive. The institution also provides online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client offers a banking and investment product and service offering, subject to approval. Member FDIC.

The Law Offices of Harris & Rosales, LLP is a leading legal institution specializing in landlord-tenant law, serving clients in various counties in California including Sacramento, Alameda, Contra Costa, and more. With over 40 years of combined legal experience, our firm focuses on commercial and residential real estate matters and litigation. Our new location at 7567 Amador Valley Blvd. in Dublin, CA offers clients direct access to experienced attorneys who provide clear and effective strategies for resolving disputes. Trust Harris & Rosales to handle your case with efficiency and expertise, allowing you to move forward with confidence.

Brent Herrera - Mutual of Omaha Advisor is an insurance agency located at 1390 Willow Pass Road, Concord, California, United States. Before becoming a financial planner, Brent Herrera earned his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. With experience in customer-facing roles, Brent prides himself on getting to know his clients personally and aims to be a lifelong resource for them. Brent is also actively involved in his community, serving on the Board of Directors for his local Chamber of Commerce in Dublin. He holds various licenses, including Series 7, 63, 65, and Life and Health licenses, and has achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional® designations. Brent is committed to providing his clients with tailored financial strategies and consistent service to help them achieve their financial goals. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Brent works hard to provide his clients with the guidance and solutions they need.

JLM Wealth Strategies Inc is an insurance agency located at 11960 Silvergate Drive in Dublin, California, United States. Our experienced team of professionals is dedicated to helping clients protect their assets and plan for their financial future. We offer a range of insurance products and services to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment solutions, JLM Wealth Strategies Inc is here to provide expert guidance and personalized support. Contact us today to learn more about how we can help you secure your financial well-being.

Farmers Insurance - Niki Ghofranian is an insurance agency located at 6500 Dublin Boulevard in Dublin, California, United States. As your local Farmers® agent, Niki Ghofranian helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of coverage options including auto, home, renters, business insurance, and more. Niki Ghofranian can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, Niki is here to help. Get started with an online quote to learn about insurance discounts that can save you money. Protect your most valuable possessions with home insurance from Farmers. Niki can help you create a plan to provide financial support for your loved ones with life insurance. Renters insurance and condo insurance are also available to protect your personal belongings. For small business owners, Farmers offers customizable business insurance packages to reduce risk and protect your investment. Niki Ghofranian is also a Financial Services agent, ready to help you build a solid financial plan for a secure future. Contact Niki Ghofranian at Farmers Insurance for personalized insurance solutions tailored to your needs.

Farmers Insurance - Lily Huynh is an insurance agency located at 11501 Dublin Boulevard in Dublin, California, United States. As your local Farmers agent, Lily Huynh helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Lily has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers has been providing insurance products to protect your most valuable possessions. From home insurance to life insurance, Farmers offers competitive rates and multi-line discounts to help you save money.

Farmers Insurance - Geety Siddiqi is an insurance agency located at 11750 Dublin Boulevard in Dublin, California, United States. They offer a variety of insurance products underwritten by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated companies. They provide insurance coverage for home, auto, life, and business, with options tailored to meet the specific needs of their clients. Farmers Insurance - Geety Siddiqi is dedicated to providing excellent customer service and helping individuals and businesses protect what matters most to them.

Luso American Financial is a Fraternal Benefit Society located at 7080 Donlon Way in Dublin, California. As an insurance agency, we provide a range of financial products and services to our members. Our mission is to support the Portuguese-American community by offering insurance solutions tailored to their specific needs. With a commitment to fraternal values, we strive to create a sense of unity and support among our members. Visit us today to learn more about how we can help you secure your financial future.

Farmers Insurance: Sonny Vu is an insurance agency located at 11700 Dublin Boulevard in Dublin, California, United States. As a local Farmers® agent in San Jose, CA, Sonny Vu helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, life, and more. Sonny Vu is dedicated to providing personalized and straightforward service to make customers smarter about insurance. Whether you are looking for comprehensive coverage, collision coverage, or medical payments, Sonny Vu can help you select the right insurance options for your budget. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts. Protect your most valuable possessions with home insurance, or create a plan for financial support with life insurance. Sonny Vu can also help you customize a business insurance package to reduce risk and protect your investment. For added coverage, consider a personal umbrella insurance policy. Contact Sonny Vu at Farmers Insurance: Sonny Vu for a quote and start building a solid financial plan for a secure future.

Platinum Retirement Solutions is an insurance agency located at 6379 Clark Avenue in Dublin, California, United States. Schedule a meeting or complimentary consultation with us to discover what your ideal retirement looks like. Our personalized process will examine your current financial situation and determine your retirement needs, leading to a custom strategy to help you reach your unique retirement goals. Sign up for a no-obligation consultation for a personalized retirement plan. If your current retirement plan is not aligning with your goals, let us help you revise it. Visit us at Suite 220 in Dublin, CA for expert guidance on securing your financial future.

Farmers Insurance - Marissa Yusay is a trusted insurance agency located at 11700 Dublin Boulevard in Dublin, California, United States. As your local Farmers® agent, Marissa Yusay is dedicated to helping customers find the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Marissa Yusay can help you navigate the complexities of insurance, whether you are looking for comprehensive coverage, collision coverage, or assistance with deductibles and medical payments. Protecting your home is a top priority, and Farmers Insurance has a long-standing reputation for providing reliable coverage in the event of a disaster. With competitive rates and multi-line insurance discounts, you can trust Farmers Insurance to safeguard your most valuable possession. Whether you need coverage for your home, rental property, or condo, Marissa Yusay can help you find the right policy to fit your needs.