TOP 10 Personal finance management in Oakland, CA
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Apoyo Financiero Oakland
● ClosedApoyo Financiero Oakland is a finance institution located at 3700 East 12th Street in Oakland, California. We offer a range of financial services to assist individuals and businesses in managing their finances and achieving their goals. Our knowledgeable staff is dedicated to providing personalized assistance and guidance to help our clients make informed decisions about their financial future. Whether you need a loan, financial planning advice, or assistance with budgeting, Apoyo Financiero Oakland is here to support you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
3700 E 12th St Suite 1, Oakland, CA 94601, United States -
Money Management International
● OpenMoney Management International (MMI) is a nonprofit institution located at 1901 Harrison Street, Oakland, California. MMI offers financial education and counseling services to individuals facing challenges with debt, budgeting, housing, and student loans. Counseling services are available over the phone, online, and in-person by appointment at select locations. MMI's in-person counseling services are available during specific times, while telephone counseling is available 24/7. Online counseling is also an option for those who prefer a self-directed approach. MMI strives to help individuals manage their finances effectively and achieve financial stability.
1901 Harrison St Ste 1100, Oakland, CA 94612, United States -
In Touch Financial Services LLC
● OpenIn Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.
6465 San Pablo Ave # 1-1, Oakland, CA 94608, United States -
Romar Wealth Management
● OpenRomar Wealth Management is a leading finance institution located at 600 Grand Avenue in Oakland, California, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering comprehensive financial planning, investment management, and retirement planning solutions tailored to each client's unique needs. With a focus on integrity, transparency, and client satisfaction, Romar Wealth Management is committed to helping individuals and families build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
600 Grand Ave #301, Oakland, CA 94610, United States -
P F Wealth Management Group
● OpenP F Wealth Management Group is a leading finance institution located at 1970 Broadway in Oakland, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust P F Wealth Management Group to help you secure a prosperous financial future.
1970 Broadway Suite 525, Oakland, CA 94612, United States -
Modern Family Finance
● OpenModern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
1999 Harrison St #1800, Oakland, CA 94612, United States -
Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh
● OpenThe Wealth Management Associate at U.S. Bancorp Investments, Arunesh Singh, located at 1998 Mountain Boulevard in Oakland, California, is a trusted financial advisor specializing in helping clients manage and grow their wealth. With a focus on personalized financial planning, investment strategies, and risk management, Arunesh Singh provides tailored solutions to help individuals and families achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Arunesh Singh offers expert guidance and advice to help you navigate the complex world of finance. Contact Arunesh Singh today to schedule a consultation and take the first step towards securing your financial future.
1998 Mountain Blvd, Oakland, CA 94611, United States -
The McKenna Wealth Management Group - Morgan Stanley
● OpenThe McKenna Wealth Management Group at Morgan Stanley is a prestigious finance institution located at 1999 Harrison Street in Oakland, California. With a focus on providing top-tier financial services and personalized wealth management strategies, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. From investment planning to retirement savings, we offer comprehensive financial solutions tailored to each individual's needs. Trust in The McKenna Wealth Management Group at Morgan Stanley for expert guidance and unparalleled service in the world of finance.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
Wilkinson Wealth Management
● OpenWilkinson Wealth Management is a reputable finance institution located at 300 Frank H. Ogawa Plaza in Oakland, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies and exceptional customer service, Wilkinson Wealth Management is committed to providing comprehensive financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you build and protect your wealth.
300 Frank H. Ogawa Plaza STE 252, Oakland, CA 94612, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Sasser Investment Management
● OpenSasser Investment Management is a renowned finance institution located at 436 14th Street in Oakland, California, United States. With a strong reputation for delivering expert financial advice and personalized investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Sasser Investment Management is here to provide you with the guidance and support you need. Contact us today to learn more about our services and how we can help you secure a brighter financial future.
436 14th St UNIT 805, Oakland, CA 94612, United States -
Thrive Wealth Management - Ameriprise Financial Services, LLC
● OpenThrive Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1 Kaiser Plaza, Oakland, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss financial planning concepts and help clients achieve their goals. Ameriprise financial advisors are registered in certain U.S. states and clients can access background and qualification information on FINRA's BrokerCheck website. The institution values privacy and security, and clients can expect a high level of service and support in reaching their financial objectives.
1 Kaiser Plaza #455, Oakland, CA 94612, United States -
Marin Wealth Advisors LLC Oakland
● OpenMarin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.
1901 Harrison St Ste 1100, Oakland, CA 94612, United States -
EntreFolio Wealth Management
● OpenEntreFolio Wealth Management is a leading finance institution located at 344 20th Street in Oakland, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, EntreFolio Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.
344 20th St, Oakland, CA 94611, United States -
Mynd Property Management | Oakland CA
● OpenMynd Property Management in Oakland, California is a leading finance institution specializing in property management services. Located at 1611 Telegraph Avenue, our team of experts is dedicated to helping property owners maximize their investments by providing top-notch management solutions. Whether you own a single property or a portfolio of properties, we offer personalized services to meet your specific needs. With our industry knowledge and commitment to excellence, you can trust Mynd Property Management to handle all aspects of property management with professionalism and efficiency. Contact us today to learn more about how we can help you achieve your property management goals.
1611 Telegraph Ave Suite 1200, Oakland, CA 94612, United States -
Rose Bridge Wealth Management Group - Morgan Stanley
● OpenRose Bridge Wealth Management Group - Morgan Stanley is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States. With a team of experienced financial advisors and experts, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rose Bridge Wealth Management Group - Morgan Stanley is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial planning needs.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
Patelco Credit Union
● ClosedPatelco Credit Union is a trusted financial institution located at 1200 Clay Street in Oakland, California, United States. As a credit union, Patelco offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, credit cards, and more. With a focus on providing personalized service and competitive rates, Patelco Credit Union is committed to helping individuals and families achieve their financial goals. Whether you're looking to save for the future, finance a major purchase, or simply manage your day-to-day finances, Patelco Credit Union is here to support you every step of the way.
1200 Clay St #130, Oakland, CA 94612, United States -
Provident Lawsuit Loans
● OpenProvident Lawsuit Loans is a finance institution located at 1999 Harrison Street, Oakland, California, United States. Our friendly case managers work directly with your attorney to understand your claim and provide fast approval for lawsuit loans. We offer quick delivery options, including direct deposit and MoneyGram, to get you funds almost immediately after approval. Our specialty is auto accident loans, but we also provide funding for a wide range of cases including medical malpractice, police brutality, and FELA accidents. We never charge upfront fees and repayment is contingent on your settlement. Our goal is to provide hassle-free funding with low rates and simple interest. With our easy approval process and fast delivery options, we strive to make the pre-settlement funding experience as smooth as possible for plaintiffs. Contact us today for a quote on our lawsuit loans and see how we can help you during your personal injury claim.
1999 Harrison St ste 1800 ofc a, Oakland, CA 94612, United States -
Lauren G. Govain-Eastman
● OpenLauren G. Govain-Eastman is a reputable finance institution located at 2030 8th Avenue in Oakland, California, United States. With a strong commitment to providing top-notch financial services, our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your unique needs. Trust Lauren G. Govain-Eastman to be your partner in financial success.
2030 8th Ave Unit 1, Oakland, CA 94606, United States -
Summit Bank
● OpenSummit Bank is a trusted financial institution located at 2969 Broadway in Oakland, California. As a full-service bank, Summit Bank offers a wide range of banking services including checking accounts, savings accounts, loans, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Summit Bank is committed to providing personalized service and innovative financial solutions to help individuals and businesses achieve their financial goals. Visit Summit Bank today to experience exceptional banking services in the heart of Oakland.
2969 Broadway, Oakland, CA 94611, United States -
Vic Joshi's Straight Deal Mortgage
● OpenVic Joshi's Straight Deal Mortgage is a finance institution located at 4811 Telegraph Avenue in Oakland, California, United States. As an award-winning mortgage consultant and branch manager, Vic Joshi offers expert help navigating the local mortgage market. With over 21 years of experience in the industry, Vic is passionate about helping home buyers get the loan they need for the home they want. Specializing in bank statement loans for self-employed individuals, contractors, freelancers, and business owners, Vic provides personalized service to ensure clients understand their financing options. With a focus on financial clarity, equity building, and affordability assessment, Vic guides clients through the mortgage process to find the best solution for their needs.
4811 Telegraph Ave #511, Oakland, CA 94609, United States -
Bains Accountancy Corporation
● OpenBains Accountancy Corporation is a reputable accounting and finance institution located at 1590 Oakland Road in San Jose, California. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bains Accountancy Corporation is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.
1590 Oakland Rd # B206, San Jose, CA 95131, United States -
Mt Tax & Financial Consulting
● OpenMt Tax & Financial Consulting is a reputable institution located at 1534 21st Avenue in Oakland, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial consulting to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized service, we strive to help our clients navigate the complexities of taxes and financial management with ease. Trust Mt Tax & Financial Consulting to be your partner in achieving your financial goals.
1534 21st Ave, Oakland, CA 94606, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States. Our team of experienced and knowledgeable financial advisors are dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.
1999 Harrison St Suite 2200, Oakland, CA 94612, United States -
Edward Jones - Financial Advisor: Benjamin Blake, CFP®
● OpenEdward Jones - Financial Advisor: Benjamin Blake, CFP® is a trusted finance institution located at 5330 College Avenue in Oakland, California, United States. As a Certified Financial Planner, Benjamin Blake provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones is committed to providing top-notch service and guidance to clients in the Oakland area.
5330 College Ave Suite 230, Oakland, CA 94618, United States -
Balance Financial Planning, LLC
● OpenBalance Financial Planning, LLC is a reputable finance institution located at 5438 Shafter Avenue in Oakland, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, plan for your children's education, or manage your investments, our team is here to provide expert guidance and support. Trust Balance Financial Planning, LLC to help you achieve financial balance and security for the future.
5438 Shafter Ave, Oakland, CA 94618, United States -
Sierra Pacific Financial Advisors, LLC
● OpenSierra Pacific Financial Advisors, LLC is a finance institution located at 1300 Clay Street in Oakland, California, United States. Our team of experienced advisors are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to build long-lasting relationships based on trust and professionalism. Contact us today to schedule a consultation and start planning for a secure financial future.
1300 Clay St Suite 600, Oakland, CA 94612, United States -
Matthews Financial & insurance Solutions
● OpenMatthews Financial & Insurance Solutions is a reputable finance institution located at 2100 Embarcadero East in Oakland, California. Specializing in providing comprehensive financial and insurance solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and tailored strategies, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are looking for retirement planning, investment management, or insurance coverage, Matthews Financial & Insurance Solutions is here to support you every step of the way. Visit us today to experience the difference our expertise can make in your financial future.
2100 Embarcadero E #105, Oakland, CA 94606, United States -
Falcon Wealth Planning
● OpenLocated 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.
1999 Harrison St #1800, Oakland, CA 94612, United States -
Merrill Lynch Financial Advisor Paul D Low
● OpenMerrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States
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