TOP 30 Personalized financial services in Emeryville, California

16 results found

Merrill Investment & Retirement Financial Center is a finance institution located at 4120 San Pablo Avenue, Emeryville, California, United States. At Merrill, we have a team of Financial Solutions Advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for banking products, our advisors are here to help. We offer a range of services including brokerage, investment advisory, and financial planning. Contact us to schedule a meeting with a Merrill Advisor in Emeryville, CA, or search for an advisor's name or our parent company, "Merrill Lynch." Please note that investing in securities involves risks, and it's important to review all the information provided before making any investment decisions. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and subsidiary of Bank of America Corporation. For more information about our services and privacy policies, please review our Client Relationship Summary.

Located at 2517 Sacramento Street in Berkeley, California, Lazena Kelly-Andrada State Farm Insurance Agency is a trusted insurance agency serving the East Bay Area for over 20 years. With a strong commitment to providing personalized insurance coverage for individuals, families, and businesses, Lazena Kelly-Andrada and her team offer a wide range of insurance options, including auto, home, life, renters, commercial, and financial services. Having been with State Farm for 35 years, Lazena Kelly-Andrada brings a wealth of experience and expertise to her role as an agent. With a background in claims and agency leadership, she has a deep understanding of the insurance process and is dedicated to helping her customers understand the importance of having the right coverage. Her team has been recognized with the Crystal Excellence Award for the Legion of Honor, highlighting their commitment to quality service.

Sharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.

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.

The Transamerica Agency Network is an insurance agency located at 2200 Powell Street in Emeryville, California. As part of the Transamerica Corporation, our agency offers a wide range of insurance products and services to protect our clients' financial well-being. Our team of experienced agents is dedicated to providing personalized solutions to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment options, we are here to help you secure your future. Contact us today to learn more about how we can assist you in achieving your financial goals.

Farmers Insurance - Diego Zegarra is a reputable insurance agency located at 1250 45th Street in Emeryville, California. Diego Zegarra, a long-time resident of California, takes pride in serving the local community by offering exceptional customer service and personalized insurance options. Fluent in Spanish, Diego ensures that each client is well-informed about their insurance choices, whether it be for auto, home, life, renters, commercial, and more. With 2 years of experience in the insurance industry, Diego has the expertise to help you navigate through different coverage options and find the best solution for your needs and budget. Conveniently situated behind Pixar Studios, Farmers Insurance - Diego Zegarra makes the insurance process straightforward and tailored to your individual requirements. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Diego is here to assist you every step of the way. By offering online quotes and various insurance discounts, Diego strives to help you save money while ensuring you have the right coverage.

Victor James - State Farm Insurance Agent is a reputable insurance agency located at 201 MacArthur Boulevard in San Leandro, California. As a proud member of the Bay Area Community, Victor James offers a wide range of insurance services to local residents and businesses. Whether you are in need of auto insurance, homeowners insurance, life insurance, or financial services, Victor James is here to assist you. With a strong presence in the Bay Area, including Oakland, Alameda, Piedmont, Emeryville, and San Leandro, Victor James is dedicated to providing personalized service and comprehensive coverage options to meet your unique needs. The professional team at Victor James is committed to building relationships with customers and ensuring they have the coverage they deserve. Visit the office today or give them a call to receive a free insurance quote and find a plan that fits your life. Stay connected with Victor James for expert guidance on navigating the California insurance market and securing the right coverage for you.

Farmers Insurance - Frankie Flores is an insurance agency located at 1250 45th Street, Emeryville, California, United States. As a Farmers® agency owner, you have the freedom to manage your business your way, whether you choose to build or buy an agency. With programs like Retail, Acquisition, or Protégé, experienced professionals are available to guide you through the process. You can maximize your personal income through residual income, quarterly bonus opportunities, and various rewards and bonuses, including destination trips for Farmers Achievement Clubs. By becoming a Farmers® agency owner, you can establish generational wealth and enjoy unlimited income potential. The institution offers over 50 different products ranging from home and auto to business, life, and financial services. Additionally, Farmers Insurance Group of Companies® has over 85 years of experience in providing multi-line insurance and financial services. By supporting local schools, youth programs, sports teams, and charity organizations, Farmers® agency owners contribute to a strong community and become valued community leaders. The institution also offers award-winning training programs, knowledgeable professionals, and the backing of a strong and respected brand to support your business. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Visit the website for a list of all insurers and to learn more about available products, coverages, features, and discounts.

Valic is an insurance agency located at 2000 Powell Street in Emeryville, California, United States. Specializing in providing a wide range of insurance products and services, Valic is dedicated to helping individuals and businesses protect their assets and plan for the future. With a team of experienced professionals, Valic offers personalized insurance solutions to meet the unique needs of each client. Whether you are looking for life, health, or property insurance, Valic is committed to providing reliable coverage and exceptional customer service. Contact Valic today to learn more about how they can help you secure your financial future.

Caldwell Flores Winters Inc is a reputable finance institution located at 6425 Christie Avenue in Emeryville, California, United States. With a strong track record of providing expert financial services, they are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, financial planning, or wealth management services, Caldwell Flores Winters Inc has the expertise and experience to guide you towards a secure financial future. Trust in their team of professionals to provide personalized solutions tailored to your individual needs.

Mariner Wealth Advisors is a premier financial institution located at 6425 Christie Avenue in Emeryville, California, United States. With a team of experienced wealth advisors, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. From retirement planning to estate planning, Mariner Wealth Advisors offers personalized solutions tailored to each client's unique needs and objectives. With a commitment to excellence and a focus on building long-term relationships, they strive to provide exceptional service and guidance to help clients navigate the complexities of the financial world.

Chava's Tax is a reputable accounting and finance institution located at 1 Quail Hill Lane in El Sobrante, California, United States. With a team of experienced professionals, we provide comprehensive tax services, financial planning, and accounting solutions to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from the rest. Trust Chava's Tax to handle all your financial needs with accuracy and efficiency.

Jerry Sung CPA & Associates is a reputable accounting and finance institution located at 1719 64th Street in Emeryville, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Jerry Sung CPA & Associates is dedicated to helping you achieve your financial goals with personalized and expert advice. Contact them today to learn more about how they can assist you with your financial needs.

Mark Muntean is a reputable institution specializing in accounting, finance, and legal services. Located at 3300 Powell Street in Emeryville, California, United States, they provide top-notch financial and legal expertise to their clients. With a team of experienced professionals, Mark Muntean offers a wide range of services to help individuals and businesses navigate complex financial and legal matters. Whether you need assistance with tax planning, financial analysis, or legal representation, Mark Muntean is dedicated to providing high-quality, personalized solutions to meet your needs.

Turner Accounting & Technology Group LLC (TATG LLC) is a leading provider of accounting and technology solutions based in the San Francisco Bay area, with additional offices in Los Angeles, Pleasanton, and Emeryville. Our team of experienced professionals offers tailored services such as accounting, bookkeeping, training, and implementing efficient accounting systems to creative clients nationwide. At TATG LLC, we specialize in Enterprise Resource Planning (ERP) systems, which streamline and automate various business functions to ensure seamless coordination across different departments. Our experts guide clients through the entire ERP journey, from understanding business requirements to selecting and implementing the best-suited system.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.