Personal financial management in Alameda, CA
45 results found
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Alameda County Farm Bureau
● OpenThe Alameda County Farm Bureau is an insurance agency located at 638 Enos Way in Livermore, California. This institution specializes in providing insurance services to farmers and agricultural businesses in the Alameda County area. With a focus on protecting the livelihoods of those in the agricultural industry, the Alameda County Farm Bureau offers a range of insurance products tailored to the specific needs of farmers and ranchers. Their knowledgeable agents are dedicated to providing personalized service and helping clients find the right coverage for their unique operations. Whether you are a small family farm or a large commercial operation, the Alameda County Farm Bureau is committed to helping you protect your assets and ensure the success of your business.
638 Enos Way, Livermore, CA 94551, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
1510 The Alameda, San Jose, CA 95126, United States -
Rubicon Financial Partners
● ClosedRubicon Financial Partners is a leading finance institution located at 1151 Harbor Bay Parkway in Alameda, California, United States. With a team of experienced professionals, Rubicon Financial Partners offers a wide range of financial services including investment management, wealth planning, and retirement planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Rubicon Financial Partners is dedicated to helping you achieve your financial goals. Trust in Rubicon Financial Partners for expert advice and personalized solutions to secure your financial future.
1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502, United States -
Mansell Capital Management
● ClosedMansell Capital Management is a leading finance institution located at 1545 Verdi Street in Alameda, California, United States. With a team of experienced professionals, Mansell Capital Management offers a range of financial services including investment management, wealth planning, and retirement solutions. Clients can trust Mansell Capital Management to provide personalized guidance and expert advice to help them achieve their financial goals.
1545 Verdi St Suite #A, Alameda, CA 94501, United States -
Corinthian Wealth Management
● OpenCorinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.
1625 The Alameda UNIT 308, San Jose, CA 95126, United States -
The Alameda Financial Group
● ClosedThe Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
1541 The Alameda, San Jose, CA 95126, United States -
DWR Wealth Management LLC
● ClosedDWR Wealth Management LLC is a finance institution located at 1884 The Alameda in San Jose, California, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help guide you every step of the way. Contact us today to learn more about how we can assist you in managing your wealth effectively.
1884 The Alameda, San Jose, CA 95126, United States -
Landmark Wealth Management Group- San Jose
● ClosedLandmark Wealth Management Group in San Jose is a leading financial institution located at 2021 The Alameda in San Jose, California. As a trusted provider of financial services, Landmark Wealth Management Group helps individuals and businesses in the San Jose area achieve their financial goals through personalized investment strategies, retirement planning, and wealth management solutions. With a team of experienced financial advisors, Landmark Wealth Management Group is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and secure their financial future.
2021 The Alameda STE 390, San Jose, CA 95126, United States -
Adelante Capital Management
● OpenAdelante Capital Management is a finance institution located at 1101 Marina Village Parkway in Alameda, California, United States. Specializing in investment management, Adelante Capital Management offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Adelante Capital Management is dedicated to providing innovative solutions and personalized strategies to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Adelante Capital Management is here to help you succeed.
1101 Marina Village Pkwy, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Nirmal Rout, CFP®
● OpenEdward Jones - Financial Advisor: Nirmal Rout, CFP® is a reputable finance institution located at 2412 Central Avenue in Alameda, California, United States. As a Certified Financial Planner, Nirmal Rout provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized service and long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of investing and financial planning. Visit their office today to start planning for a secure financial future.
2412 Central Ave, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Melanie Hart
● ClosedEdward Jones - Financial Advisor: Melanie Hart is a trusted finance institution located at 1504 Encinal Avenue in Alameda, California. With a focus on personalized financial planning and investment strategies, Melanie Hart provides expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth for the future, Melanie Hart is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Melanie Hart today to schedule a consultation and start planning for a secure financial future.
1504 Encinal Ave Suite B, Alameda, CA 94501, United States -
Ribera Investment Management
● OpenRibera Investment Management is a leading finance institution located at 883 Island Drive in Alameda, California, United States. Our team of experienced professionals specializes in investment management services, helping clients navigate the complexities of the financial markets and achieve their financial goals. With a focus on personalized service and strategic planning, Ribera Investment Management is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.
883 Island Dr # 200, Alameda, CA 94502, United States -
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™
● ClosedEdward Jones - Financial Advisor: Kirk Cowan, CRPS™ is a reputable finance institution located at 1336 Park Street in Alameda, California, United States. Kirk Cowan, a Certified Retirement Plan Specialist, offers expert financial advice and planning services to individuals and businesses. With a focus on personalized investment strategies and retirement planning, Kirk Cowan helps clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Kirk Cowan and Edward Jones are dedicated to providing tailored solutions to meet your financial needs.
1336 Park St STE D, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Tevin Mercer
● OpenEdward Jones - Financial Advisor: Tevin Mercer is a reputable financial institution located at 1625 The Alameda, San Jose, California, United States. As a trusted financial advisor, Tevin Mercer offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Tevin Mercer is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Tevin Mercer is committed to providing expert guidance and support every step of the way.
1625 The Alameda #601, San Jose, CA 95126, United States -
Albert Hsia - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlbert Hsia - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to providing personalized financial planning and investment management services to clients in San Jose, California. With a focus on helping individuals and families achieve their financial goals, Albert Hsia offers expert guidance on retirement planning, wealth management, and estate planning. Located at 1905 The Alameda, clients can expect a high level of professionalism and expertise when working with this reputable financial institution.
1905 The Alameda, San Jose, CA 95126, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Edward Jones - Financial Advisor: Jason E Brady, CEPA®
● ClosedEdward Jones - Financial Advisor: Jason E Brady, CEPA® is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. Specializing in comprehensive financial planning and wealth management services, Jason E Brady is a Certified Exit Planning Advisor (CEPA®) who is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Jason E Brady, CEPA® is a go-to destination for individuals and families seeking expert financial guidance and support.
26440 La Alameda #380, Mission Viejo, CA 92691, United States -
U.S. Bancorp Investments - Financial Advisors: Alameda
● ClosedU.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.
2424 Santa Clara Ave, Alameda, CA 94501, United States -
TTK Investments
● ClosedTTK Investments is a premier store located at 101 The Alameda in San Juan Bautista, California. Our institution specializes in providing a wide range of investment options for our clients. We offer personalized services to help individuals and businesses make informed decisions when it comes to their financial goals. Our experienced team is dedicated to helping our clients navigate the complex world of investments and achieve success. Visit TTK Investments today to start planning for a secure financial future.
101 The Alameda, San Juan Bautista, CA 95045, United States -
Gene L Daniels - State Farm Insurance Agent
● ClosedGene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.
39899 Balentine Dr #120, Newark, CA 94560, United States -
Julie La - State Farm Insurance Agent
● ClosedJulie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.
1005 MacArthur Blvd, San Leandro, CA 94577, United States -
Granite Ridge Apartments
● OpenGranite Ridge Apartments is a welcoming community located at 3135 Medina Common in Fremont, California. Situated at the corner of Sequoia Road and Paseo Padre Parkway, this institution provides housing for 73 low-income families, including 15 households transitioning out of homelessness. The property offers a variety of rental apartment homes, including 32 one-bedroom, 22 two-bedroom, and 19 three-bedroom units. Granite Ridge Apartments is committed to serving households earning 20% to 60% of the area median income, with annual incomes ranging from $22,860 to $68,580 for a two-person household. This community aims to enrich the greater Fremont area by providing safe and affordable housing for all residents.
3135 Medina Common, Fremont, CA 94536, United States -
Mineweaser & Associates
● OpenMineweaser & Associates is a reputable institution located at 865 The Alameda in San Jose, California, United States. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and tax consulting. With a focus on personalized solutions tailored to each client's unique needs, we strive to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing your investments, or looking for expert tax advice, Mineweaser & Associates is here to provide you with top-notch service and guidance. Contact us today to learn more about how we can assist you in reaching your financial objectives.
865 The Alameda, San Jose, CA 95126, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 1625 The Alameda, San Jose, California, is a full-service financial institution offering banking, ATM, and finance services. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions for all your financial needs. Deposit products and services are offered by JPMorgan Chase Bank, N.A., with a firm commitment to FDIC regulations and Equal Housing Opportunity. Investing with First Republic Bank involves market risks, but their experienced team at J.P. Morgan Wealth Management is dedicated to helping you achieve your investment objectives. Trust and Fiduciary services, as well as insurance products, are also available through affiliated companies under the common control of JPMorgan Chase & Co. Remember, investment and insurance products are subject to risks, including the potential loss of principal, so it's important to work with a trusted financial partner like First Republic Bank.
1625 The Alameda, San Jose, CA 95126, United States -
SchoolsFirst Federal Credit Union - Mission Viejo (Crown Valley)
● ClosedSchoolsFirst Federal Credit Union in Mission Viejo (Crown Valley) is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. As a member-owned credit union, SchoolsFirst is dedicated to providing excellent financial services to educators and their families. Whether you're looking for savings accounts, loans, or investment options, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
26440 La Alameda, Mission Viejo, CA 92691, United States -
Thi Luu's Services
● OpenThi Luu's Services is a comprehensive institution offering a wide range of services including accounting, finance, health, and insurance agency. Located at 1415 Broadway in Alameda, California, United States, Thi Luu's Services is dedicated to providing top-notch expertise and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, clients can expect reliable and efficient service in managing their financial and health-related matters. Whether you need assistance with tax preparation, investment planning, health insurance, or any other financial or insurance needs, Thi Luu's Services is committed to helping you achieve your goals and secure your future.
inside/ground floor, 1415 Broadway Suite 16, Alameda, CA 94501, United States -
Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy
● ClosedThe Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States. Specializing in finance and legal services, we proudly serve the Central Coast and greater Bay Area. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorney, Jeremy F. Peck, is here to provide quality, individualized representation to individuals and small businesses in Monterey, Santa Cruz, San Benito, Santa Clara, San Francisco, and Alameda Counties since 2009. Chapter 7 bankruptcy, also known as “straight” or “liquidation” bankruptcy, offers a quick way to eliminate unsecured debts such as credit card and medical debt. On the other hand, Chapter 13 bankruptcy focuses on reorganizing your debts to make them more manageable over time. Despite common misconceptions, bankruptcy may not necessarily harm your credit score, especially if it has already been affected by other financial issues.
110 Webster St, Monterey, CA 93940, United States -
Jeffrey Oster - Raymond James
● OpenJeffrey Oster - Raymond James is a reputable financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Jeffrey Oster - Raymond James is committed to helping you navigate the complex world of finance with confidence and peace of mind.
1050 Marina Village Pkwy Suite 103, Alameda, CA 94501, United States -
Kevin Kennedy LLC
● OpenKevin Kennedy LLC is a finance institution located at 1516 Oak Street in Alameda, California, United States. Specializing in providing a range of financial services, Kevin Kennedy LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized advice and tailored solutions to meet their specific needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your portfolio, Kevin Kennedy LLC is committed to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.
1516 Oak St #101, Alameda, CA 94501, United States
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