Professional financial consultation in Oakland, CA
209 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Eden Professional Services LLC (Tax Office)
● ClosedEden Professional Services LLC (Tax Office) is a reputable accounting and finance institution located at 218 International Boulevard in Oakland, California, United States. With a team of experienced professionals, we provide comprehensive tax services to individuals and businesses, ensuring compliance with all relevant regulations and maximizing tax savings. Our commitment to excellence and personalized service sets us apart as a trusted partner in managing your financial needs. Contact us today to schedule a consultation and experience the difference Eden Professional Services LLC can make for you.
218 International Blvd, Oakland, CA 94606, United States -
Toni Rodgers Consulting
● ClosedToni Rodgers Consulting is a reputable accounting and finance institution located at 2323 Broadway in Oakland, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Toni Rodgers Consulting for all your accounting and finance needs.
2323 Broadway, Oakland, CA 94612, United States -
JUN LEE CONSULTANT LLC
● ClosedJUN LEE CONSULTANT LLC is a finance institution located at 101 Broadway in Oakland, California. We specialize in providing expert financial consulting services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic planning and personalized solutions. Whether you need assistance with budgeting, investment management, or retirement planning, JUN LEE CONSULTANT LLC is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
101 Broadway, Oakland, CA 94607, United States -
Tax Tyme Financial Services
● ClosedTax Tyme Financial Services is a reputable institution located at 10247 MacArthur Boulevard in Oakland, California. Specializing in accounting and finance, this institution offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Tax Tyme Financial Services is dedicated to providing top-notch financial solutions and excellent customer service. Whether you need help with tax preparation, financial planning, or bookkeeping, this institution is here to assist you every step of the way. Trust Tax Tyme Financial Services for all your financial needs in Oakland, California.
10247 MacArthur Blvd, Oakland, CA 94605, United States -
Maria Wong - State Farm Insurance Agent
● ClosedMaria Wong - State Farm Insurance Agent is an insurance agency located at 1000 Broadway, Oakland, California, United States. Our experienced agent, Maria Wong, is dedicated to providing exceptional services to our customers. With a bachelor's degree in communications from Hong Kong Baptist University, Maria has a strong background in effective communication and understanding customers' needs. She is also a Chartered Life Underwriter (CLU) and has been awarded the Legion of Honor for her outstanding contributions in the industry. Maria is also a Chartered Financial Consultant (ChFC), emphasizing her proficiency in comprehensive financial services. Outside of her professional achievements, Maria is an active member of the community, volunteering at Friends of Children of Special Needs. We are here to help you navigate the changes happening in the California insurance market and ensure you have the right coverage. Insure your love and protect your future with us. Contact us for a coverage review today. Remember to not include sensitive personal information when contacting us. If you have difficulty using our website, please call (510) 834-3634. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Remember to consult a tax or legal advisor for personalized advice.
1000 Broadway #200-H, Oakland, CA 94607, United States -
6th & Oak Associates
● Open6th & Oak Associates is a reputable real estate agency located at 609 Oak Street in Oakland, California, United States. With years of experience in the industry, our team of dedicated professionals is committed to providing top-notch real estate services to our clients. Whether you are looking to buy, sell, or rent a property, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with your real estate needs.
609 Oak St, Oakland, CA 94607, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 638 Webster Street in Oakland, California, United States. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the institution helps clients navigate the uncertainties of retirement planning in a world of increased life expectancy and economic volatility. Whether you are in the wealth accumulation stage or planning for retirement, the team at Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth offers comprehensive consulting services and financial tools to help you achieve your financial goals. Visit their website to learn more about their services and meet their professional and experienced team of agents dedicated to helping you secure a financially stable future for you and your family.
638 Webster St Suite 420, Oakland, CA 94607, United States -
USA Tax & Bookkeeping Services
● ClosedUSA Tax & Bookkeeping Services is a reputable accounting and finance institution located at 2003 Austin Street in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with filing your taxes or managing your business finances, USA Tax & Bookkeeping Services is here to help. Contact us today to schedule a consultation.
2003 Austin St, Oakland, CA 94601, United States -
Brady Thomas | LaSalle Mortgage - NMLS #396946
● OpenBrady Thomas | LaSalle Mortgage - NMLS #396946 is a finance institution located at 4200 Broadway in Oakland, California, United States. They specialize in providing mortgage services to individuals and families looking to purchase or refinance their homes. With a focus on personalized service and a commitment to finding the best loan options for their clients, Brady Thomas | LaSalle Mortgage is dedicated to helping people achieve their homeownership goals. Their team of experienced professionals are knowledgeable about the mortgage industry and strive to make the home loan process as smooth and efficient as possible. Contact them today to learn more about their services and how they can help you with your mortgage needs.
4200 Broadway Suite 2, Oakland, CA 94611, United States -
Bryan Schwartz Law, P.C.
● ClosedBryan Schwartz Law, P.C. is a renowned civil rights employment law firm located at 180 Grand Avenue in Oakland, California. Specializing in representing workers in the San Francisco Bay Area, Bryan Schwartz Law, P.C. has a track record of successfully litigating individual and class action complaints nationwide, resulting in significant financial recoveries for employees. The firm is dedicated to fighting against discrimination, harassment, and retaliation in the workplace, as well as advocating for fair wages and accommodations for disabled employees. With a team of experienced attorneys, including Bryan Schwartz himself, the firm has been recognized as one of the leading labor and employment law firms in California. Some notable cases handled by Bryan Schwartz Law, P.C. include a class action lawsuit against Bank of America on behalf of residential real estate appraisers, resulting in a $48.8 million settlement, and representing Seema Bhat, a whistleblower who was wrongfully terminated for disclosing lead levels in drinking water. The firm has also successfully obtained settlements for restaurant workers denied meal and rest periods, as well as achieving justice for individuals facing discrimination in government agencies.
180 Grand Ave Suite 1380, Oakland, CA 94612, United States -
Vaught & Boutris LLP
● ClosedVaught & Boutris LLP is a prestigious accounting, finance, and legal institution located at 7677 Oakport Street in Oakland, California. With a team of experienced professionals, they provide expert services in financial planning, tax preparation, auditing, and legal representation. Their commitment to excellence and dedication to client satisfaction have earned them a reputation as a trusted partner for individuals and businesses seeking comprehensive financial and legal solutions. Whether you need assistance with tax compliance, financial consulting, or legal advice, Vaught & Boutris LLP is here to help you navigate the complexities of the financial and legal landscape with confidence and peace of mind.
7677 Oakport St #1140, Oakland, CA 94621, United States -
The Fuller Law Firm, PC
● ClosedThe Fuller Law Firm, PC is a finance and lawyer institution located at 60 North Keeble Avenue, San Jose, California, United States. Specializing in bankruptcy cases, the firm is dedicated to helping individuals find a brighter financial future. With a focus on providing exceptional service to clients throughout the Bay Area, including Oakland and Salinas, their team of California bankruptcy attorneys are committed to guiding you through the process with care and expertise. With over 90% of their practice dedicated to bankruptcy, The Fuller Law Firm, PC has extensive experience in Chapter 7, Chapter 11, and Chapter 13 cases. Unlike other firms that may dabble in various areas of law, their specialized focus ensures that you receive the best possible advice tailored to your specific situation.
60 N Keeble Ave, San Jose, CA 95126, United States -
Victor James - State Farm Insurance Agent
● ClosedVictor 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.
201 MacArthur Blvd Ste A, San Leandro, CA 94577, United States -
Mat Dahms - State Farm Insurance Agent
● ClosedMat Dahms - State Farm Insurance Agent is a boutique insurance agency located at 4400 Keller Avenue in Oakland, California. Situated in the Ridgemont Plaza near the Oak Knoll development, our office is dedicated to providing personalized and responsive service to our customers. As a team with a combined 25 years of insurance experience, we offer a range of insurance products including Auto, Life, Financial services, Motorcycle, Pet, and Electric Vehicle insurance. Our goal is to help each customer understand their insurance needs and navigate the complex California insurance environment.
4400 Keller Ave #260, Oakland, CA 94605, 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 -
The Castillo Law Office
● OpenThe Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.
1939 Harrison St #710, Oakland, CA 94612, United States -
The Castillo Law Office
● OpenThe Castillo Law Office is a high-quality legal institution located at 4400 Keller Avenue in Oakland, California. The firm is led by Attorney Castillo, a former extern for a federal judge, who provides aggressive advocacy to pursue the best possible outcome for clients. Attorney Castillo is a member of The National Trial Lawyers: Top 100 Trial Lawyers and has received prestigious awards for his professionalism and integrity. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. Attorney Castillo has a successful track record, including the dismissal of a murder conviction and winning a case with a life sentence. The firm represents clients throughout Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, as well as Alameda and Contra Costa counties.
4400 Keller Ave #181, Oakland, CA 94605, United States -
Williams, Adley & Company-CA, LLP
● ClosedWilliams, Adley & Company-CA, LLP is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of financial services including auditing, tax preparation, consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with financial planning, compliance, or any other accounting needs, Williams, Adley & Company-CA, LLP is here to assist you every step of the way.
7677 Oakport St #1000, Oakland, CA 94621, United States -
Kwai & Partners
● OpenKwai & Partners is a prestigious institution located at 1999 Harrison Street in Oakland, California, United States. Specializing in legal services, financial consulting, and business advisory, Kwai & Partners is known for its dedication to providing top-notch expertise and personalized solutions to its clients. With a team of experienced professionals, the institution offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for legal representation, financial guidance, or strategic business advice, Kwai & Partners is the trusted partner you can rely on.
Lake Merritt Plaza, 1999 Harrison St, Oakland, CA 94612, United States -
John Ford and Associates
● ClosedJohn Ford and Associates is a reputable institution located at 7405 Sunkist Drive in Oakland, California. With a strong focus on providing top-notch services in the fields of finance, accounting, and consulting, we pride ourselves on our professionalism and attention to detail. Our experienced team of experts is dedicated to helping our clients achieve their financial goals and navigate complex business challenges. Whether you are a small business owner or a large corporation, John Ford and Associates is committed to delivering personalized solutions tailored to your specific needs. Visit us today and let us help you succeed in today's competitive business environment.
7405 Sunkist Dr, Oakland, CA 94605, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 1999 Harrison Street in Oakland, California, United States. With a focus on helping individuals and families achieve their financial goals, the Wealth Enhancement Group offers a wide range of services including investment planning, retirement planning, tax strategies, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liabilities, Wealth Enhancement Group is committed to helping you secure a prosperous financial future.
1999 Harrison St #1530, Oakland, CA 94612, United States -
Grand Slam Business Solutions
● OpenGrand Slam Business Solutions is a leading finance institution located at 462 Elwood Avenue in Oakland, California, United States. We specialize in providing comprehensive financial solutions to businesses of all sizes, helping them achieve their goals and maximize their potential. Our team of experienced professionals is dedicated to delivering top-notch services, including financial planning, investment management, and risk assessment. With a commitment to excellence and a track record of success, Grand Slam Business Solutions is the go-to choice for businesses looking to secure their financial future.
462 Elwood Ave #6, Oakland, CA 94610, 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 -
HIGHRESIN
● OpenHIGHRESIN is a reputable finance institution located at 1585 Franklin Street in Oakland, California, United States. With a focus on providing high-quality financial services, HIGHRESIN offers a range of products and solutions to meet the needs of individuals and businesses. Whether you are looking for investment opportunities, loans, or financial planning advice, HIGHRESIN's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.
1585 Franklin St, Oakland, CA 94612, United States -
Falcon Wealth Planning
● ClosedLocated 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 -
P F Wealth Management Group
● ClosedP 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
● ClosedModern 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 -
The Claremont Group - Morgan Stanley
● OpenThe Claremont Group - Morgan Stanley is a prestigious finance institution located at 1999 Harrison Street in Oakland, California, United States. With a reputation for excellence and expertise in the financial industry, The Claremont Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, The Claremont Group - Morgan Stanley is committed to providing top-notch service and support.
1999 Harrison St Suite 2200, Oakland, CA 94612, 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 -
AM Advisors LLC
● ClosedAM Advisors LLC is a reputable accounting and finance institution located in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax preparation, financial planning, or investment management, our knowledgeable staff is here to help. Visit us at 1939 Harrison Street to learn more about how AM Advisors LLC can help you achieve your financial goals.
1939 Harrison St #170, Oakland, CA 94612, United States
- Tax advisor
- Tax consultant
- Tax preparation services
- Car insurance companies
- Life insurance companies
- Home insurance companies
- Health insurance companies
- Financial consulting
- Financial advisor
- Notary
- Personal loan
- Small business loan
- Lawyer
- Law company
- professional financial consultation in Camarillo
- professional financial consultation in San Jose
- professional financial consultation in San Leandro
- professional financial consultation in Sunnyvale
- professional financial consultation in Walnut Creek
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos