Small business financial advisor in Berkeley, California

Affinity Capital Advisors LLC is an independent financial planning and registered investment advisory firm located at 825 Page Street in Berkeley, California. We offer a wide range of services to individual investors, families, small businesses, non-profits, and foundations. Our team believes in the importance of establishing a trusted relationship through communication in order to provide the greatest value to our clients. As a Registered Investment Adviser, we are committed to helping our clients achieve their financial goals while managing risk. Contact us today to learn more about how we can assist you in reaching your financial objectives. Please note that past performance is not indicative of future returns and investing involves risk. Advisory services are only offered where we are properly licensed or exempt from licensure.

The Henry Levy Group, located on Solano Avenue in Berkeley, California, is a trusted institution specializing in accounting and finance services. Serving small to midsize businesses, nonprofit organizations, and individuals, we provide a wide range of services including Tax Planning and Compliance, Client Accounting Services, and Consulting Services. Our team of experts offers relevant and understandable solutions with responsive service to clients in the Bay Area and beyond. With specialized expertise in various areas, we are committed to serving our communities through pro bono work and financial support to local organizations. As a locally-owned Firm, we take pride in our dedication to providing high-quality services and making a positive impact in the communities we serve.