Trusted financial advisors in Fremont, CA
42 results found
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De Sousa Insurance & Financial
● OpenDe Sousa Insurance & Financial is a trusted finance and insurance agency located at 39159 Paseo Padre Parkway in Fremont, California. With a commitment to providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage for your home, car, or business, or need assistance with retirement planning or investment strategies, De Sousa Insurance & Financial is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
39159 Paseo Padre Pkwy #309, Fremont, CA 94538, United States -
Fremont Bank
● ClosedFremont Bank is a trusted financial institution located at 1480 East 14th Street in San Leandro, California, United States. As a full-service bank, Fremont Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you need to make a deposit, withdraw cash, or speak with a financial advisor, Fremont Bank is committed to providing exceptional service and support. Visit us today to experience the difference of banking with Fremont Bank.
1480 E 14th St, San Leandro, CA 94577, United States -
U.S. Bancorp Investments - Financial Advisors: Fremont
● ClosedU.S. Bancorp Investments - Financial Advisors in Fremont, California, offers a wide range of financial services and advice to help clients navigate their investment opportunities. Located at 39390 Fremont Boulevard, their team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, U.S. Bancorp Investments is here to provide personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence as you work towards a secure financial future.
39390 Fremont Blvd, Fremont, CA 94538, United States -
Oakhurst Financial
● ClosedOakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.
1059 Fremont Ave, Los Altos, CA 94024, United States -
Lpl Financial-Nancy Knight Financial Advisor
● ClosedLPL Financial - Nancy Knight Financial Advisor is a finance institution located at 43358 Banda Terrace in Fremont, California, United States. Nancy Knight is a trusted financial advisor who helps clients navigate the complexities of managing their finances and investments. With years of experience and a commitment to personalized service, Nancy Knight provides expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, LPL Financial - Nancy Knight Financial Advisor is dedicated to helping you build a secure financial future.
43358 Banda Terrace, Fremont, CA 94539, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 401 Fremont Street in Monterey, California. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, we offer comprehensive wealth management services, investment advice, retirement planning, and more. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
401 Fremont St Suite 200, Monterey, CA 93940, United States -
David Mogannam - Financial Advisor
● ClosedDavid Mogannam - Financial Advisor is a trusted institution located at 39533 Paseo Padre Parkway in Fremont, California. As a finance institution, we specialize in providing expert financial advice and guidance to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to invest, we are here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a secure financial future.
39533 Paseo Padre Pkwy, Fremont, CA 94538, United States -
FB Financial Services
● OpenFB Financial Services is a reputable finance institution located at 3909-B Decoto Road in Fremont, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or loans, we are here to help. Trust FB Financial Services for all your financial needs.
3909-B Decoto Rd, Fremont, CA 94555, United States -
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 39500 Stevenson Place in Fremont, California, United States. Specializing in providing personalized financial planning and investment services, Daniel J Zachary is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™). With a commitment to helping clients achieve their financial goals and secure their financial future, Edward Jones - Financial Advisor: Daniel J Zachary is a trusted partner in wealth management and financial advisory services.
39500 Stevenson Pl Ste 201, Fremont, CA 94539, United States -
Crossroads Financial Services
● ClosedCrossroads Financial Services is a reputable finance institution located at 4660 Mowry Avenue in Fremont, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to provide personalized solutions tailored to your specific needs. Trust Crossroads Financial Services to guide you on the path to financial success.
4660 Mowry Ave, Fremont, CA 94538, United States -
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™
● OpenEdward Jones - Financial Advisor: Zubair A Hakimi, AAMS™ is a reputable finance institution located at 43360 Mission Boulevard, Fremont, California, United States. Specializing in providing personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With the expertise of advisor Zubair A Hakimi, AAMS™, clients can expect tailored solutions to their financial needs and a commitment to guiding them towards a secure financial future. Whether it's retirement planning, wealth management, or investment strategies, Edward Jones is a trusted partner in helping clients navigate the complexities of the financial world.
43360 Mission Blvd #210, Fremont, CA 94539, United States -
Abacus Financial Services
● ClosedAbacus Financial Services is a leading finance institution located at 939 Corporate Way in Fremont, California, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and strategic financial solutions, Abacus Financial Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
939 Corporate Way, Fremont, CA 94539, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 43591 Mission Boulevard in Fremont, California is a trusted institution offering a wide range of banking and financial services. Whether you are looking for personal banking solutions, investment opportunities, or business financing, this full-service bank has you covered. With a team of knowledgeable professionals ready to assist you with your financial needs, the Bank of America Financial Center is dedicated to helping you achieve your financial goals. Visit us today to experience top-notch customer service and secure your financial future.
43591 Mission Blvd, Fremont, CA 94539, United States -
Bay Area Accounting | Indian Cpa | Cpa Fremont
● OpenBay Area Accounting is a trusted institution offering expert accounting and financial services in the San Jose area. Our team of Indian CPAs in Fremont is dedicated to providing top-notch financial advice and assistance to individuals and businesses alike. Located at 2880 Zanker Road, our institution prides itself on professionalism, reliability, and a commitment to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Bay Area Accounting is here to help. Trust us to handle all of your accounting needs with precision and care.
2880 Zanker Rd, San Jose, CA 95134, United States -
Gleetopia Insurance
● ClosedGleetopia Insurance, located at 38069 Martha Avenue in Fremont, California, is a trusted finance and insurance agency offering a wide range of insurance services tailored to your needs. Specializing in California business insurance, as well as coverage options across Nevada and Washington, Gleetopia Insurance provides comprehensive and affordable policies designed to protect you and your assets. With a focus on quality and trusted services, Gleetopia Insurance offers business insurance to help you grow your company with confidence, and life insurance to take care of your loved ones. Whether you need business insurance in California or life insurance in Nevada, Gleetopia has you covered.
38069 Martha Ave #500, Fremont, CA 94536, United States -
Rehnaz Kumar, Agent - New York Life
● OpenRehnaz Kumar, Agent - New York Life is a finance and insurance agency located at 39650 Liberty Street, Fremont, California, United States. They believe in providing personalized financial solutions to help protect your family's wealth, lifestyle, and dreams for the future. Rehnaz Kumar is licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They offer a range of calculators and videos on their website to help you make informed decisions about your financial future. Please consult your own tax, legal, or accounting professional before making any decisions. Let Rehnaz Kumar be your trusted partner in securing your financial future.
39650 Liberty St Suite 200, Fremont, CA 94538, United States -
Ravi Tax Preparation Services Inc
● ClosedRavi Tax Preparation Services Inc is a trusted accounting and finance institution located at 690 West Fremont Avenue in Sunnyvale, California, United States. With a team of experienced professionals, we provide comprehensive tax preparation services to individuals and businesses. Our goal is to ensure our clients receive accurate and timely financial guidance to help them navigate the complexities of tax laws and regulations. Whether you need assistance with filing your taxes or planning for your financial future, Ravi Tax Preparation Services Inc is here to help. Contact us today to schedule a consultation.
690 W Fremont Ave #12, Sunnyvale, CA 94087, United States -
Dwight Matthews - State Farm Insurance Agent
● ClosedDwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.
1564 Miramonte Ave, Los Altos, CA 94024, United States -
Yogi Chugh - State Farm Insurance Agent
● ClosedYogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
3650 Thornton Ave, Fremont, CA 94536, United States -
Ray Martin - State Farm Insurance Agent
● ClosedRay Martin - State Farm Insurance Agent is a trusted insurance agency located at 2115 North Fremont Street in Monterey, California. Conveniently situated next to Denny's, our office is easily accessible for all your insurance needs. Whether you are buying a manufactured or modular home, sending your children back to school, or looking to save on auto repair costs, our team is here to help guide you through the process. At Ray Martin - State Farm Insurance Agent, we offer a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products from U.S. Bank National Association. Our partnership with U.S. Bank National Association also allows us to provide credit card services for your convenience.
2115 N Fremont St, Monterey, CA 93940, United States -
EnFin Wealth Management
● OpenEnFin Wealth Management is a premier finance institution located at 2201 Walnut Avenue in Fremont, California, United States. With a team of experienced financial advisors and wealth managers, EnFin provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or grow your assets, EnFin Wealth Management offers expert guidance and tailored solutions to meet your needs. Trust EnFin to provide the expertise and insight necessary to navigate the complexities of the financial world and secure your financial future.
2201 Walnut Ave, Fremont, CA 94538, United States -
Charles Schwab
● ClosedCharles Schwab is a well-known financial institution located at 3161 Stevenson Boulevard in Fremont, California, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help individuals and businesses achieve their financial goals. With a reputation for excellence and a commitment to customer service, Charles Schwab is a trusted partner for all your financial needs.
3161 Stevenson Blvd, Fremont, CA 94538, United States -
Moore & Burkhardt Wealth Management
● OpenMoore & Burkhardt Wealth Management is a prestigious finance institution located at 39275 State Street in Fremont, California, United States. With a strong reputation for providing expert financial advice and personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Moore & Burkhardt Wealth Management is committed to providing top-notch service and guidance every step of the way. Trust us to help you secure your financial future with confidence and peace of mind.
39275 State St, Fremont, CA 94538, United States -
Zee Tax & Consulting Services
● ClosedZee Tax & Consulting Services is a reputable finance institution located at 44240 Fremont Boulevard in Fremont, California, United States. Specializing in tax preparation and consulting services, our experienced professionals are dedicated to helping individuals and businesses navigate the complexities of financial planning and compliance. With a commitment to excellence and personalized service, Zee Tax & Consulting Services is your trusted partner for all your financial needs. Contact us today to schedule a consultation.
44240 Fremont Blvd, Fremont, CA 94538, United States -
CL Tax & Accounting Service
● ClosedCL Tax & Accounting Service is a reputable institution located at 909 Corporate Way in Fremont, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial advice and tax solutions to individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their resources. Trust CL Tax & Accounting Service for all your accounting and finance needs.
909 Corporate Way, Fremont, CA 94539, United States -
Juliana H. Wong CPA
● ClosedJuliana H. Wong CPA is a reputable accounting and finance institution located at 35640 Fremont Boulevard in Fremont, California, United States. Our team of experienced and dedicated professionals provides a wide range of services to help individuals and businesses with their financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Juliana H. Wong CPA is here to help. With a commitment to excellence and client satisfaction, you can trust us to provide reliable and accurate financial solutions tailored to your specific needs. Contact us today to schedule a consultation and learn how we can assist you in achieving your financial goals.
35640 Fremont Blvd PMB 245, Fremont, CA 94536, United States -
Prestige Business Solutions
● ClosedPrestige Business Solutions is a reputable accounting and finance institution located at 40025 Mission Boulevard in Fremont, California, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Prestige Business Solutions to help you achieve your financial goals with precision and expertise.
40025 Mission Blvd, Fremont, CA 94539, United States -
Fb Wealth Management
● OpenFb Wealth Management is a premier financial institution located in Fremont, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Fb Wealth Management is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Trust us to help you navigate the complex world of finance and make informed decisions for long-term success.
Fremont, CA 94555, United States -
Chicago Title
● OpenChicago Title is a renowned finance institution located at 39465 Paseo Padre Parkway in Fremont, California, United States. With a strong reputation for providing top-notch financial services, Chicago Title offers a wide range of services including title insurance, escrow services, and closing services. Their team of experienced professionals are dedicated to helping clients navigate the complexities of real estate transactions with ease and confidence. Trust Chicago Title for all your financial needs in the Fremont area.
39465 Paseo Padre Pkwy # 2410, Fremont, CA 94538, United States -
Associated Mortgage Group
● OpenAssociated Mortgage Group is a leading finance and real estate agency located at 39180 Liberty Street in Fremont, California. With a team of experienced professionals, we specialize in providing top-notch mortgage services to help our clients secure their dream homes. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner in the home buying process. Whether you are a first-time homebuyer or looking to refinance, Associated Mortgage Group is here to guide you every step of the way. Visit us today to learn more about our services and how we can help you achieve your real estate goals.
39180 Liberty St #101, Fremont, CA 94538, United States
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