Real estate financial planning in Walnut Creek, CA
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Merrill Lynch Financial Advisor Robert B Murtagh
● Closedial plans are those that are personalized to each individual client's unique goals and values. As a financial advisor at Merrill Lynch, Robert B Murtagh is dedicated to helping clients achieve their ambitions and live fulfilling lives. Located at 555 California Street in San Francisco, California, Bob has built a strong reputation over the past 13 years for his personalized approach to financial planning. Bob's philosophy is to do more for fewer clients, allowing him to provide exceptional levels of acumen and attention to each individual and their family. He believes in passing along wisdom with wealth, ensuring that clients understand the risks they take financially and externally. By working closely with clients, their CPAs, attorneys, and specialists, Bob creates comprehensive financial strategies that address retirement planning, liability management, asset allocation, college planning, and more.
555 California St, San Francisco, CA 94104, United States -
Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIan McGee is a Financial Advisor at Ameriprise Financial Services, LLC located at 1333 North California Boulevard, Walnut Creek, California, United States. Ian holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ian is dedicated to providing comprehensive financial planning services to individuals and businesses, applying investment concepts to real-world situations and addressing a wide range of financial needs. Ian's expertise in asset management, retirement planning, estate planning, and investment strategies make him a trusted advisor for clients seeking personalized financial guidance.
1333 N California Blvd #630, Walnut Creek, CA 94596, United States -
Coggins Square Apartments
● OpenCoggins Square Apartments, located at 1316 Las Juntas Way in Walnut Creek, California, offers 87 affordable one-, two-, and three-bedroom apartments. The apartments feature wall-to-wall carpeting, all-electric kitchens, dishwashers, air-conditioning, and some units even have deck/patio spaces. The community amenities include a community room with kitchen, laundry facilities, elevators, swimming pool, tot lot, courtyard, assigned surface parking, and adult programs such as financial literacy. The property is gated and has on-site professional management. Designed by David Baker Architects and built by Segue Construction, Coggins Square is part of a 3.5-acre master-planned site that also includes market-rate townhomes. The development features shared amenities such as a pool, play area, and landscaped open spaces. Five of the apartments are subsidized with project-based Section 8.
1316 Las Juntas Way Suite 108, Walnut Creek, CA 94597, United States -
Farmers Insurance - James Capbarat
● ClosedFarmers Insurance - James Capbarat is an insurance agency located at 2940 Camino Diablo in Walnut Creek, California, United States. Specializing in home, auto, and umbrella insurance for families, as well as small business owners in various industries such as restaurants, real estate, services, contractors, and more. They also assist investors with protection for rental properties. The agency provides life insurance and financial services to help families secure their futures. Regular customer meetings ensure that insurance plans are always up-to-date. Located in Pleasant Hill, serving customers throughout California with a focus on the East Bay region. The agency promises outstanding customer service and professionalism. Services include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers underwrite the policies. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for their own insurance policies. Contact Farmers Insurance - James Capbarat for personalized insurance solutions to protect your assets and future earnings.
2940 Camino Diablo STE. 320, Walnut Creek, CA 94597, United States -
HCVT Camarillo
● ClosedHCVT Camarillo is a leading accounting and finance institution located at 400 West Ventura Boulevard in Camarillo, California. As the 6th largest CPA firm in Los Angeles, HCVT offers a wide range of services including tax, audit, employee benefit plan audits, business management, and mergers & acquisitions. Serving private companies, closely-held businesses, public companies, high net worth individuals, and family offices, HCVT has a strong presence in Southern California with additional offices in Walnut Creek, Fort Worth, Park City, and Phoenix. Specializing in industries such as real estate, private equity, manufacturing, retail, technology, entertainment, and nonprofit organizations, HCVT is dedicated to providing exceptional client service. Conveniently located near the 101 Freeway, the Camarillo office offers ample free parking for visitors. With a focus on excellence, continuous learning, and employee-centric culture, HCVT has earned numerous industry accolades for its commitment to client satisfaction.
400 W Ventura Blvd Suite 250, Camarillo, CA 93010, United States -
Jing & Company, an Accountancy Corp
● ClosedJing & Company, an Accountancy Corp, located at 3093 Citrus Circle in Walnut Creek, California, is a professional accounting and finance institution. Our staff is highly trained and experienced in various accounting software, federal and state regulatory compliance requirements, industry benchmarks, and generally accepted accounting principles of the United States. We are dedicated to providing our clients with best practice solutions and innovative strategies to help them make strategic business decisions that increase profit and grow their business. Our services include improving the quality of financial information, offering fast and cost-efficient support for financial reporting needs, tax planning to minimize liability and maximize refunds, and providing accurate and timely financial information to aid in decision-making and business growth.
3093 Citrus Cir #135, Walnut Creek, CA 94598, United States
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