Personal finance consulting in El Cerrito, CA
17 results found
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Burrus, Notary, Tax & Financial Consultant
● ClosedBurrus, Notary, Tax & Financial Consultant is a trusted finance institution located at 700 Liberty Street in El Cerrito, California, United States. Specializing in notary services, tax preparation, and financial consulting, our experienced team is dedicated to providing personalized and professional assistance to individuals and businesses alike. Whether you need help with managing your finances, preparing your taxes, or obtaining notarized documents, Burrus, Notary, Tax & Financial Consultant is here to help. Visit us today to experience our reliable and efficient services.
700 Liberty St, El Cerrito, CA 94530, United States -
DABK Financial Planning Services
● ClosedDABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first. We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).
1007 Villa Nueva Dr, El Cerrito, CA 94530, United States -
Transformative Wealth Management, LLC
● ClosedTransformative Wealth Management, LLC is a leading finance institution located at 6317 Fairmount Avenue in El Cerrito, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, we are here to provide expert guidance and support every step of the way. Trust Transformative Wealth Management, LLC to help you transform your financial future.
6317 Fairmount Ave, El Cerrito, CA 94530, United States -
Allan W Moskowitz, CFP, AIF Transformative Wealth Management, LLC
● ClosedAllan W Moskowitz, CFP, AIF Transformative Wealth Management, LLC is a leading finance institution located at 6317 Fairmount Avenue in El Cerrito, California, United States. Specializing in comprehensive financial planning and investment management, our team of Certified Financial Planners and Accredited Investment Fiduciaries are dedicated to helping clients achieve their financial goals and build wealth for the future. With a focus on personalized service and tailored solutions, we strive to provide transformative wealth management strategies that empower our clients to make smart financial decisions and secure their financial future.
6317 Fairmount Ave, El Cerrito, CA 94530, United States -
HarborLight Investments
● ClosedHarborLight Investments is a reputable finance institution located in El Cerrito, California, United States. With a strong focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized guidance and tailored strategies to help individuals and businesses make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, HarborLight Investments is committed to delivering exceptional service and results. Contact us today to learn more about how we can assist you in reaching your financial objectives.
El Cerrito, CA 94530, United States -
Financial Harmony Tax Resolution
● ClosedFinancial Harmony Tax Resolution is a finance institution located at 10504 San Pablo Avenue, El Cerrito, California, United States. We specialize in providing tax resolution services to clients in all fifty states. If you have received a letter or notice from a tax agency, we can help you interpret and respond appropriately to put the issue behind you. Whether you are struggling to pay your IRS debt or facing an audit, we are here to help. Our experienced team, led by Ralph Nelson, stays up-to-date with changes in the tax code to ensure our clients receive the best possible outcomes. We provide personalized service and work closely with our clients to navigate through their tax issues. Don't let tax problems overwhelm you - contact Financial Harmony Tax Resolution today and let us help you achieve financial peace of mind.
10504 San Pablo Ave, El Cerrito, CA 94530, United States -
Wen Capital Advisory Group
● ClosedWen Capital Advisory Group is a prestigious finance institution located at 11100 San Pablo Avenue in El Cerrito, California, United States. With a team of experienced financial advisors, Wen Capital Advisory Group offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking for retirement planning, wealth management, or investment advice, Wen Capital Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in Wen Capital Advisory Group to guide you towards financial success and security.
11100 San Pablo Ave #210, El Cerrito, CA 94530, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center is located at 10422 San Pablo Avenue in El Cerrito, California. As a finance institution, we offer personalized advice and guidance from our team of Merrill Financial Solutions Advisors. Our advisors can help you pursue your financial goals and plan for what matters most to you. Whether you are looking to invest in securities or explore banking products, we have the tools and expertise to assist you. Please note that investing in securities involves risks, and it is important to understand the potential for loss. Additionally, we provide information about fees, expenses, and returns to help you make informed decisions. Visit us to learn more about our services and find the right financial solutions for your needs.
10422 San Pablo Ave, El Cerrito, CA 94530, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 10620 San Pablo Avenue in El Cerrito, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit their office in El Cerrito today to learn more about how they can help you achieve your financial goals.
10620 San Pablo Ave, El Cerrito, CA 94530, United States -
Bakker Susan
● ClosedBakker Susan is a reputable accounting and finance institution located at 400 Colusa Avenue in El Cerrito, California, United States. With a team of experienced professionals, Bakker Susan offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Bakker Susan to provide personalized and reliable financial solutions to help them achieve their goals.
400 Colusa Ave, El Cerrito, CA 94530, United States -
Alphonse De Roo & Associates
● ClosedAlphonse De Roo & Associates is a reputable accounting and finance institution located at 11364 San Pablo Avenue in El Cerrito, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or accounting services, Alphonse De Roo & Associates is committed to providing high-quality and personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
11364 San Pablo Ave B, El Cerrito, CA 94530, United States -
webtaxcpa
● ClosedWebtaxcpa is a reputable accounting and finance institution located at 408 Colusa Avenue in El Cerrito, California, United States. With a team of experienced Certified Public Accountants (CPAs), they provide a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Webtaxcpa is dedicated to helping you navigate the complexities of tax laws and financial management. Trustworthy and reliable, they strive to provide personalized solutions to meet your specific needs and goals. Contact Webtaxcpa today to schedule a consultation and take control of your financial future.
408 Colusa Ave, El Cerrito, CA 94530, United States -
Gracious Tax
● OpenGracious Tax is a trusted accounting and finance institution located at 11100 San Pablo Avenue in El Cerrito, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of the tax and financial world with ease. Whether you need assistance with tax filing, budgeting, or investment strategies, Gracious Tax is here to help you achieve your financial goals. Visit us today to experience our reliable and courteous service.
11100 San Pablo Ave, El Cerrito, CA 94530, United States -
Nakamura Peter K
● ClosedNakamura Peter K is a reputable accounting and finance institution located at 1735 Julian Court in El Cerrito, California, United States. With a dedicated team of professionals, they provide expert financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Nakamura Peter K is committed to helping you achieve your financial goals. Trustworthy and reliable, this institution is known for their exceptional customer service and personalized approach to finance. Contact them today to see how they can assist you with your accounting and finance needs.
1735 Julian Ct, El Cerrito, CA 94530, United States -
Y H Bookkeeping, Inc.
● ClosedY H Bookkeeping, Inc. is a reputable accounting and finance institution located at 408 Colusa Avenue in El Cerrito, California. With a team of experienced professionals, we offer a wide range of bookkeeping services to help businesses manage their finances effectively. Whether you need assistance with payroll, tax preparation, or financial reporting, our dedicated staff is here to provide personalized solutions tailored to your specific needs. Trust Y H Bookkeeping, Inc. for all your accounting needs and experience peace of mind knowing your finances are in good hands.
408 Colusa Ave, El Cerrito, CA 94530, United States -
Traynor Group
● OpenThe Traynor Group is a well-established accounting and finance institution located at 6500 Fairmount Avenue in El Cerrito, California, United States. With a team of experienced professionals, they provide a range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, the Traynor Group offers personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
6500 Fairmount Ave ste.11, El Cerrito, CA 94530, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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