TOP 10 Investment solutions provider in Berkeley, California
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Berkeley Standard
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.
Concise Solutions Insurance Services
Concise Solutions Insurance Services is a reputable insurance agency located at 3349 International Boulevard in Oakland, California. Specializing in Commercial Insurance, Home Insurance, and Auto Insurance, we proudly serve the communities of San Francisco, Oakland, Santa Clara, Fremont, Berkeley, and Hayward, CA, as well as surrounding areas. Our dedicated team understands the unique needs of Bay Area businesses and individuals, providing affordable insurance solutions without compromising on quality. Whether you are looking to protect your liability, employees, company vehicles, or personal property, we offer comprehensive insurance coverage tailored to your specific requirements.
Institute of Transportation Studies Berkeley
The Institute of Transportation Studies at Berkeley is a renowned research institution located in McLaughlin Hall in Berkeley, California. As part of the university, it is dedicated to advancing knowledge and innovation in the field of transportation. The institute conducts cutting-edge research, provides valuable education and training, and collaborates with industry partners to address the complex challenges facing the transportation sector. With a commitment to sustainability, equity, and efficiency, the Institute of Transportation Studies at Berkeley is a leader in shaping the future of transportation both locally and globally.
Jake Cleary - BancWest Investment Services Financial Advisor
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.
Fidelity Investments
Fidelity Investments is a renowned financial institution located at 1995 University Avenue in Berkeley, California, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and manage their wealth. From retirement planning to wealth management, Fidelity Investments offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced financial experts, Fidelity Investments is dedicated to helping clients achieve their financial goals and secure their financial future.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 1536 Shattuck Avenue in Berkeley, California, is a finance institution offering personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance products, our team of Merrill Financial Solutions Advisors is here to assist you every step of the way. With a focus on relationship-based ads and online behavioral advertising, we strive to provide you with information about products and services that may be of interest to you. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a finance institution located at 2546 San Pablo Avenue in Berkeley, California, United States. You can find a Merrill® Financial Solutions Advisor™ at this center, offering a range of services including investment advisory, financial planning, and brokerage services. As part of Bank of America®, the center provides banking products and insurance services through Merrill Lynch Life Agency Inc. Customers can access a broad range of financial services and products to help them achieve their investment and retirement goals. Please note that investing in securities involves risks, and it is important to carefully consider all information provided before making any investment decisions. For more information, you can review the Client Relationship Summary and other relevant documents available at the center.
The Dwight
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.
West St. Management
West St. Management is a reputable institution located at 1820 West Street in Berkeley, California, United States. With a strong commitment to excellence and client satisfaction, West St. Management offers top-notch property management services to residents and property owners in the area. Our team of experienced professionals is dedicated to providing personalized and efficient services to meet the unique needs of each client. Whether you are looking for a reliable property manager or seeking assistance with managing your rental property, West St. Management is here to help. Contact us today to learn more about our services and how we can assist you.
Lipnosky Real Estate
Lipnosky Real Estate is a reputable real estate agency based in Berkeley, California. Our dedicated team of experienced agents is committed to providing top-notch services to help clients buy, sell, or rent properties in the area. Located at 1674 University Avenue, our office is conveniently situated for easy access. Whether you are a first-time homebuyer or a seasoned investor, Lipnosky Real Estate is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.
Bank of America Financial Center
The Bank of America Financial Center located at 2129 Shattuck Avenue in Berkeley, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, investment options, or business financing, our knowledgeable staff is here to help. With a commitment to providing excellent customer service and innovative financial solutions, Bank of America is a reliable choice for all your banking needs. Visit us today to experience the convenience and expertise of a leading financial institution.
1st United Credit Union
1st United Credit Union is a trusted financial institution located at 2175 Milvia Street in Berkeley, California. As a member-owned credit union, we are dedicated to providing personalized banking solutions to meet the needs of our community. From savings accounts to loans and everything in between, our experienced team is here to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts your needs first.
Wells Fargo Bank
Wells Fargo Bank is a well-known financial institution located at 1800 Solano Avenue in Berkeley, California. As a full-service bank, Wells Fargo offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. In addition to traditional banking services, Wells Fargo also provides convenient ATM access for customers. With a strong presence in the United States, Wells Fargo is committed to providing reliable and secure financial solutions to individuals and businesses alike.
Farmers Insurance - Kevin Boland
Farmers Insurance - Kevin Boland is an insurance agency located at 1202 Grant Avenue, Novato, California, United States. Kevin Boland, the owner, graduated from UC Berkeley in 1984 with a degree in political science and a minor in business administration. He has extensive experience in the insurance industry, holding certifications such as LUTCF, CIC, and AIC. The agency offers a wide range of personal and commercial insurance options, specializing in HOA, CID's, apartment buildings, commercial real estate, restaurants, and auto repair businesses. Services include flood and earthquake insurance, as well as coverage for boats, motorcycles, and RVs. Customers can visit the conveniently located office on Grant Avenue or call for assistance. Farmers Insurance provides comprehensive coverage options for cars, homes, life insurance, renters, businesses, and condos. Additionally, they offer personalized financial planning services to help clients reach their goals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated companies underwrite the policies offered by the agency. Securities are offered through Farmers Financial Solutions, LLC. Contact Kevin Boland for more information on insurance options and financial planning services.
Institute for Environmental Entrepreneurship
The Institute for Environmental Entrepreneurship, located at 2150 Allston Way in Berkeley, California, is a leading institution dedicated to fostering innovation and sustainability in the field of environmental entrepreneurship. Our programs and initiatives provide aspiring entrepreneurs with the knowledge, skills, and resources needed to create successful businesses that have a positive impact on the environment. Through hands-on training, mentorship, and networking opportunities, we empower our students to develop creative solutions to environmental challenges and build a more sustainable future. Join us in our mission to drive positive change and make a difference in the world.
Law Offices of Richard C. Naish
The Law Offices of Richard C. Naish is a prestigious institution located at 1760 Solano Avenue in Berkeley, California, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. With a focus on delivering personalized solutions and achieving successful outcomes, we are committed to upholding the highest standards of professionalism and integrity. Contact us today to learn more about how we can assist you with your legal needs.
Chang & Associates Financial Advisors
Chang & Associates Financial Advisors is a leading finance institution located at 2820 Telegraph Avenue in Berkeley, California, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our advisors are here to guide you every step of the way. Trust Chang & Associates Financial Advisors to provide you with expert financial advice and solutions tailored to your individual needs.
Magarian Richard D
Magarian Richard D is a finance institution located at 2231 Carleton Street in Berkeley, California, United States. With a focus on providing expert financial services to individuals and businesses, Magarian Richard D offers a range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Magarian Richard D is dedicated to helping you achieve your financial goals. Visit their office in Berkeley today to learn more about how they can help you secure your financial future.
Effective Assets
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
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
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
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.
Catherine Woodman, Impact Investors
Catherine Woodman, Impact Investors is a finance institution located at 1510 Walnut Street in Berkeley, California, United States. We specialize in providing investment opportunities that make a positive impact on society and the environment. Our team of experts carefully select projects and companies that align with our values of sustainability and social responsibility. At Catherine Woodman, Impact Investors, we believe in using our financial resources to create a better world for future generations.
EP Wealth Advisors
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.
HFG Advisors
HFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.
Blume Capital Management Inc
Blume Capital Management Inc, located at 1708 Shattuck Avenue in Berkeley, California, is a finance institution that provides investment advisory and financial planning services. Founded by Jim Blume in 1993, the firm offers unbiased financial guidance to individuals and families, with a focus on value-focused investing discipline. With decades of investment experience, the principals at Blume Capital aim to carefully steward their clients' assets and help them grow and protect their wealth over the long term. The institution prides itself on transparent communication, understanding clients' goals, and building enduring relationships to serve their evolving needs. Contact Blume Capital at (510) 549-3534 or info@blumecapital.com to learn more about how they can bring order and direction to your financial life.
Dornbusch Associates
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.
D. A. Flowers & Company, LLC
D. A. Flowers & Company, LLC is a finance institution located at 1400 Shattuck Avenue in Berkeley, California, United States. Specializing in comprehensive personal financial planning and investment management on a fee-only basis, D. A. Flowers & Company caters to families and individuals looking to secure their financial futures. Their collaborative approach to financial planning ensures that your short, medium, and long term goals are met, while their investment management services focus on prudent allocation of resources to achieve financial success and security. As a fee-only firm, D. A. Flowers & Company does not receive commissions or sell financial products, providing unbiased advice and services to their clients. Established in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) dedicated to helping clients achieve their financial goals.
Peter Cooke, Jr
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.
J C Carpet & Upholstery Cleaning, INC.
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.
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