Personalized wealth solutions 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.
Berkeley Well-Being Institute
The Berkeley Well-Being Institute is a health institution located in Berkeley, California, United States. Our mission is to provide free research-based content and courses to help individuals and businesses grow exponentially while promoting well-being in their community. We offer resources and support to help you build a massively successful business that prioritizes the health and wellness of others. Join us in our efforts to create a healthier and happier world.
Elmwood Wealth Management
Elmwood Wealth Management is a reputable finance institution located at 2027 Fourth Street in Berkeley, California, United States. With a team of experienced financial advisors, Elmwood Wealth Management offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Clients can expect personalized financial solutions tailored to their specific needs and goals. Trust Elmwood Wealth Management to help you secure your financial future and achieve your financial aspirations.
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.
Deyoe Wealth Management
Deyoe Wealth Management is a leading financial institution located in the heart of Berkeley, California. Our team of experienced financial advisors provides personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, our dedicated team is here to guide you every step of the way. Visit us at 2150 Shattuck Avenue to learn more about how we can help you secure your financial future.
Daneshrad Clinic ENT and Facial Plastic Surgery in Torrance and Los Angeles
Welcome to Daneshrad Clinic ENT and Facial Plastic Surgery, where we prioritize your health and aesthetic goals with the utmost care and expertise. Conveniently located at 3655 Lomita Boulevard in Torrance, California, our clinic is dedicated to providing top-tier medical services in ENT conditions, facial plastic surgery, and non-surgical solutions. With additional offices in Santa Monica, we strive to offer a seamless and personalized experience for each patient. Under the leadership of Dr. Payam Daneshrad, a board-certified otolaryngologist with a specialization in facial plastic surgery and rhinology, our clinic is renowned for its commitment to enhancing patient quality of life with minimal downtime. Dr. Daneshrad brings a wealth of experience, having served prestigious roles such as the Otolaryngologist and Facial Plastic Surgeon for the Los Angeles Clippers and Loyola Marymount University Athletics.
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.
Bank of America Financial Center
The Bank of America Financial Center located at 2347 Telegraph Avenue in Berkeley, California is a leading bank and financial institution serving the community with a wide range of banking services. From personal and business banking to wealth management and investment services, this branch offers a comprehensive suite of financial solutions to meet the diverse needs of its customers. With a team of experienced professionals, state-of-the-art technology, and a commitment to customer satisfaction, the Bank of America Financial Center is a trusted partner for all your financial needs.
Verbeck Law
Verbeck Law is a reputable legal institution located at 2081 Center Street in Berkeley, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in various practice areas including family law, estate planning, business law, and more. We strive to deliver personalized and effective legal solutions to meet the needs of each individual client. With a commitment to excellence and a track record of success, Verbeck Law is a trusted choice for legal representation in the Berkeley area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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.
F. E. Forbes Company, Inc.
F. E. Forbes Company, Inc. is a finance institution located at 1795 Solano Avenue in Berkeley, California, United States. With a reputation for excellence and expertise in financial services, F. E. Forbes Company, Inc. offers a range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, the experienced professionals at F. E. Forbes Company, Inc. are dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
Peter Shelton Law
Peter Shelton Law is a boutique East Bay estate planning firm located at 2041 Bancroft Way in Berkeley, California. Our dedicated team of lawyers specializes in helping families and individuals create and implement estate plans that accomplish their goals. We understand the importance of planning for the future and strive to provide personalized solutions to meet our clients' needs. At Peter Shelton Law, we believe that everyone can benefit from having an estate plan in place. Whether you are looking to protect your assets, provide for your loved ones, or ensure your wishes are carried out, our experienced attorneys can help guide you through the process. We are committed to providing high-quality legal services in a compassionate and understanding manner.
Mc Keown & Associates
Mc Keown & Associates is a reputable law firm located at 2550 Ninth Street in Berkeley, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, we strive to offer personalized and effective solutions to meet the unique needs of each individual case. With a commitment to excellence and a track record of success, Mc Keown & Associates is your trusted partner in navigating the legal system. Contact us today for a consultation.
Jaime Nisenbaum, Ph.D.
Jaime Nisenbaum, Ph.D. is a renowned health institution located at 2000 Hearst Avenue in Berkeley, California, United States. Dr. Nisenbaum specializes in providing expert care and treatment in the field of health. With a wealth of knowledge and experience, Dr. Nisenbaum is dedicated to helping individuals achieve optimal health and well-being. Patients can trust in the expertise and compassionate care provided by Dr. Nisenbaum and his team at this esteemed institution.
Anna Berger Ph.D., Clinical Psychologist
Anna Berger Ph.D., Clinical Psychologist is a reputable mental health institution located at 822 Delaware Street in Berkeley, California, United States. Dr. Berger is a licensed clinical psychologist with a wealth of experience in providing therapy and counseling services to individuals struggling with various mental health issues. She offers a safe and supportive environment for her clients to explore their thoughts and feelings, and works collaboratively with them to develop personalized treatment plans that promote emotional well-being and personal growth. Dr. Berger is dedicated to helping her clients achieve their therapeutic goals and lead happier, healthier lives.
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.
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.
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.
Broderick Mary D
Broderick Mary D is a finance institution located at 1615 Martin Luther King Junior Way in Berkeley, California, United States. Specializing in financial services, Broderick Mary D offers a range of financial products and solutions to meet the needs of individuals and businesses. With a focus on personalized service and expert advice, clients can trust Broderick Mary D to help them navigate the complexities of the financial world and achieve their financial goals.
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.
Merrill Lynch Financial Advisor Steven A Rocha
Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.
Merrill Lynch Financial Advisor Alan Wong
Merrill Lynch Financial Advisor Alan Wong, located at 555 California Street, San Francisco, California, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With 16 years of experience in the financial services industry, Alan Wong follows a disciplined process to provide excellent service and investment guidance tailored to your short- and long-term objectives. He holds a Chartered Financial Analyst designation and graduated from UC Berkeley with degrees in Economics and Political Science. Alan Wong is committed to serving the community and volunteers with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting your financial approach as your life changes.
Tammy Plotkin-Oren, Financial Advisor - Tpo Financial & Insurance Services
Tammy Plotkin-Oren, Financial Advisor at TPO Financial & Insurance Services, located at 821 Delaware Street in Berkeley, California, is dedicated to providing expert financial guidance and insurance services to help clients secure their family's future and align their money choices with their values. With a focus on serving professional advisors, Tammy and her team offer personalized financial planning to help clients navigate major life changes, such as job transitions, retirement, or inheritances. As fiduciaries, they always prioritize the client's best interests, providing peace of mind and confidence in their financial decisions. Tammy, a parent of three daughters and a UC Berkeley alumna, understands the complexities of midlife and is passionate about helping clients feel secure about their finances. With licenses to sell insurance and securities products through New York Life and NYLIFE Securities LLC, Tammy and her team offer investment advisory services in various states. Whether you are considering life insurance, retirement planning, or charitable giving, Tammy Plotkin-Oren and her team at TPO Financial & Insurance Services are here to help you make informed and impactful financial choices.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 1510 Walnut Street in Berkeley, California, United States. Specializing in long-term care planning, they provide expert guidance and personalized solutions to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners is dedicated to helping clients navigate the complexities of long-term care insurance and secure their financial well-being. Contact them today to learn more about their services and how they can assist you in protecting your health and finances for the long term.
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