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TOP 30 Top financial security plans in Alameda, CA
13 results found
Search for local businesses, places and services near you
Bank of America Financial Center
The Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
Alameda Financial Advisor - Joseph Riley Jr.
Alameda Financial Advisor - Joseph Riley Jr. is a reputable insurance agency located at 65 Mecartney Road in Alameda, California, United States. With years of experience and expertise in the financial industry, Joseph Riley Jr. provides personalized and comprehensive financial advice to help clients achieve their financial goals. Whether you are looking for insurance solutions for your family, business, or personal assets, Alameda Financial Advisor is dedicated to providing top-notch service and support. Contact Joseph Riley Jr. today to schedule a consultation and start planning for a secure financial future.
Edward Jones - Financial Advisor: Jane Watson
Edward Jones - Financial Advisor: Jane Watson is a trusted financial institution located at 1430 Everett Street in Alameda, California, United States. Specializing in personalized financial planning and investment services, Jane Watson and her team are dedicated to helping clients reach their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for college, or invest for the future, Jane Watson is here to provide expert guidance and support every step of the way. Visit us today to start planning for a brighter tomorrow.
Edward Jones - Financial Advisor: Melanie Hart
Edward Jones - Financial Advisor: Melanie Hart is a trusted finance institution located at 1504 Encinal Avenue in Alameda, California. With a focus on personalized financial planning and investment strategies, Melanie Hart provides expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth for the future, Melanie Hart is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Melanie Hart today to schedule a consultation and start planning for a secure financial future.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
Thi Luu's Services
Thi Luu's Services is a comprehensive institution offering a wide range of services including accounting, finance, health, and insurance agency. Located at 1415 Broadway in Alameda, California, United States, Thi Luu's Services is dedicated to providing top-notch expertise and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, clients can expect reliable and efficient service in managing their financial and health-related matters. Whether you need assistance with tax preparation, investment planning, health insurance, or any other financial or insurance needs, Thi Luu's Services is committed to helping you achieve your goals and secure your future.
Farmers Insurance - Kenneth Correa
Located in Albany, California, Farmers Insurance - Kenneth Correa is a trusted insurance agency serving Alameda County, Contra Costa County, and the surrounding areas. With over 50 years of business experience, Kenneth Correa is dedicated to providing top-notch service and finding the best insurance solutions for his clients. From auto and home insurance to life and commercial insurance, Kenneth and his team are committed to helping you protect what matters most. As a Vietnam War Veteran, Kenneth continues to serve his community and is passionate about assisting others. Visit the office conveniently located on Solano Avenue to discuss your insurance needs and receive personalized guidance. Whether you're looking for comprehensive coverage, renters insurance, or financial planning services, Farmers Insurance - Kenneth Correa has you covered. Contact Kenneth today for a consultation and discover how you can secure a bright and secure future.
Victor James - State Farm Insurance Agent
Victor 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.
The Castillo Law Office
The 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.
Kevin Kennedy LLC
Kevin Kennedy LLC is a finance institution located at 1516 Oak Street in Alameda, California, United States. Specializing in providing a range of financial services, Kevin Kennedy LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized advice and tailored solutions to meet their specific needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your portfolio, Kevin Kennedy LLC is committed to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.
Ribera Investment Management
Ribera Investment Management is a leading finance institution located at 883 Island Drive in Alameda, California, United States. Our team of experienced professionals specializes in investment management services, helping clients navigate the complexities of the financial markets and achieve their financial goals. With a focus on personalized service and strategic planning, Ribera Investment Management is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.
Conacc
Conacc is a leading institution specializing in accounting and finance located at 887 Island Drive in Alameda, California. Our expert team of professionals provides top-notch financial services and guidance to individuals and businesses alike. With a strong reputation for excellence and reliability, Conacc is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Conacc is here to support you every step of the way. Trust Conacc for all your accounting and finance needs in the United States.
Earthwise Energy
Welcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.
List of local businesses, places and services in California
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