Top financial consulting firms in Oakland, CA
11 results found
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Merrill Lynch Financial Advisor Dayana Medevsky
● ClosedMerrill Lynch Financial Advisor Dayana Medevsky is located at 1111 Broadway in Oakland, California, United States. This finance institution offers insights, observations, and ideas to help clients pursue their financial goals. Dayana Medevsky, a seasoned Financial Advisor with experience at top financial firms, is dedicated to helping clients maximize their financial potential and achieve their life goals. She believes in the connection between happiness, health, and finances, and works with clients to develop personalized strategies for success. Dayana's One-Stop-Shop Wealth Management approach is based on building long-term relationships founded on trust and personalized service. With a focus on understanding each client's unique needs and aspirations, Dayana and her team at Merrill Lynch strive to provide tailored guidance and support. Whether planning for retirement, funding education, or passing wealth to future generations, they work to create a financial approach that aligns with each client's goals and values. By utilizing tools such as the Investment Personality Assessment, they gain a deeper understanding of each client's preferences and tailor their approach accordingly. With a commitment to ongoing communication and adjustments as needed, Merrill Lynch Financial Advisor Dayana Medevsky is dedicated to helping clients navigate life's financial complexities and achieve their goals.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Tax Foundation Firm
● OpenTax Foundation Firm is a reputable accounting and finance institution located at 506 East 18th Street in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations to ensure compliance and maximize savings. Whether you need assistance with tax preparation, planning, or audits, Tax Foundation Firm is here to help you achieve your financial goals. Contact us today to schedule a consultation.
506 E 18th St, Oakland, CA 94606, 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 -
AC Christopher Accountancy Corp. CPA
● OpenAC Christopher Accountancy Corp. CPA is a reputable accounting firm located at 401 Roland Way in Oakland, California. Specializing in accounting and finance services, our team of Certified Public Accountants (CPAs) is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and expertise in the industry, we offer a wide range of services including tax preparation, bookkeeping, auditing, and financial consulting. Trust AC Christopher Accountancy Corp. CPA to help you achieve your financial goals and secure a prosperous future.
401 Roland Way Suite 205, Oakland, CA 94621, United States -
Eagle Partners
● OpenEagle Partners is a leading finance institution located at 1901 Harrison Street in Oakland, California. As a San Francisco-based mergers, acquisitions, and corporate finance advisory firm, we specialize in providing top-notch advisory services for clients looking to complete middle market transactions. Our team of experts is dedicated to helping our clients achieve their financial goals with professionalism and expertise. Trust Eagle Partners to guide you through your financial endeavors with precision and care.
1901 Harrison St Ste 1100, Oakland, CA 94612, United States -
Safe Harbor CPA and Accountants
● OpenSafe Harbor CPA and Accountants is a top-rated accounting and finance institution located at 360 22nd Street in Oakland, California, United States. Our team of best-in-class accountants is dedicated to helping San Francisco residents master the art and science of minimizing taxes and optimizing business finances. We offer a range of tools and information resources to keep our clients up-to-date with tax issues, as well as one-on-one consultations for personalized guidance. With tax laws constantly changing at both the state and federal levels, it's important to stay informed. Our goal is to be the best CPA firm in San Francisco, and our reviews speak for themselves. Clients have praised our affordable services, exceptional professionalism, and expertise in handling complex tax situations.
360 22nd St #530, Oakland, CA 94612, United States -
Compass Lexecon
● OpenCompass Lexecon is a renowned economic consulting firm located at 1111 Broadway in Oakland, California, United States. With a team of over 850 professionals spread across 22 offices worldwide, we offer unparalleled expertise in providing clear analysis of complex economic issues for law firms, corporations, and government clients. Our extensive experience spans a wide range of matters related to economics and finance, offering critical insights for legal and regulatory proceedings, strategic decision-making, and public policy debates. Our services can be applied to any economic question in any industry, making us a trusted partner for clients around the globe.
1111 Broadway #1500, Oakland, CA 94607, United States -
Streamline Bookkeeping
● OpenStreamline Bookkeeping, located at 287 17th Street in Oakland, California, is a top choice for accounting and finance services. This institution specializes in removing the burden of bookkeeping for clients, providing monthly tax-ready financial reports. Clients rave about the professionalism and expertise of Jeff Kohn, the owner of Streamline Bookkeeping. From accurate financial statements to assistance with business decisions, Jeff and his team are dedicated to helping clients succeed. With a focus on organization, financial analysis, and clear communication, Streamline Bookkeeping is a trusted partner for businesses of all sizes. Whether you're a start-up firm or an established company, Streamline Bookkeeping can help streamline your financial processes and save you time and money. Contact them today for a consultation and experience the difference in your financial management.
287 17th St #400, Oakland, CA 94612, United States -
Elaine Lee Kawasaki, CPA
● OpenElaine Lee Kawasaki, CPA is a professional accounting and finance firm located at 70 Washington Street in Oakland, California. With expertise in tax preparation, financial planning, and business consulting, Elaine Lee Kawasaki, CPA provides top-notch services to individuals and businesses alike. Whether you need assistance with your personal taxes or require expert advice on complex financial matters, their team of skilled professionals is here to help. Trust Elaine Lee Kawasaki, CPA for all your accounting and finance needs in the Oakland area.
70 Washington St # 300, Oakland, CA 94607, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome 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.
2310 East Ponderosa Drive, Camarillo, California 93010, United States
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