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Guide > Wealth management firms in California > Wealth management firms in Oakland

Top 30 Best Wealth management firms in Oakland, California

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  • 5 1
    #1

    Falcon Wealth Planning

    ● Closed
    1999 Harrison St #1800, Oakland, CA 94612, United States
    (855) 963-2526
    falconwealthplanning.com

    Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire.

    Photo of Falcon Wealth Planning - 1999 Harrison Street, Oakland, CA 94612, USA Photo of Falcon Wealth Planning - 1999 Harrison Street, Oakland, CA 94612, USA Photo of Falcon Wealth Planning - 1999 Harrison Street, Oakland, CA 94612, USA
    Financial Service
    Details
  • 5 1
    #2

    CAVU Wealth Advisors, LLC

    ● Closed
    1220 Oakland Blvd #200, Walnut Creek, CA 94596, United States
    (925) 388-0372
    cavuwealth.com

    CAVU Wealth Advisors, LLC is a finance institution located at 1220 Oakland Boulevard in Walnut Creek, California.

    Photo of CAVU Wealth Advisors, LLC - 1220 Oakland Boulevard, Walnut Creek, CA 94596, USA Photo of CAVU Wealth Advisors, LLC - 1220 Oakland Boulevard, Walnut Creek, CA 94596, USA Photo of CAVU Wealth Advisors, LLC - 1220 Oakland Boulevard, Walnut Creek, CA 94596, USA
    Financial Service
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  • 5 5
    #3

    Tax Foundation Firm

    ● Closed
    506 E 18th St, Oakland, CA 94606, United States
    (510) 444-5105

    Tax Foundation Firm is a reputable accounting and finance institution located at 506 East 18th Street in Oakland, California, United States.

    Accounting Service Financial Service
    Details
  • #4

    Merrill Lynch Wealth Management

    ● Closed
    1111 Broadway 22nd Floor, Oakland, CA 94607, United States
    (510) 208-3800
    local.ml.com

    Merrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services.

    Financial Service
    Details
  • #5

    Thrive Wealth Management - Ameriprise Financial Services, LLC

    ● Open
    1 Kaiser Plaza #455, Oakland, CA 94612, United States
    (510) 891-7050
    ameripriseadvisors.com

    Thrive Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1 Kaiser Plaza, Oakland, California, United States.

    Photo of Thrive Wealth Management - Ameriprise Financial Services, LLC - 1 Kaiser Plaza, Oakland, CA 94612, USA
    Financial Service
    Details
  • #6

    Rose Bridge Wealth Management Group - Morgan Stanley

    ● Open
    1999 Harrison St Suite 2200, Oakland, CA 94612, United States
    (510) 891-5240
    advisor.morganstanley.com

    Rose Bridge Wealth Management Group - Morgan Stanley is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States.

    Financial Service
    Details
  • 5 24
    #7

    Davidson Estate Law

    ● Open
    1300 Clay St Ste 600, Oakland, CA 94612, United States
    (510) 527-6774
    davidsonestatelaw.com

    Davidson Estate Law is a trusted law firm located in Oakland, California, specializing in estate planning and probate law.

    Photo of Davidson Estate Law - 1300 Clay Street, Oakland, CA 94612, USA Photo of Davidson Estate Law - 1300 Clay Street, Oakland, CA 94612, USA Photo of Davidson Estate Law - 1300 Clay Street, Oakland, CA 94612, USA
    Legal Service
    Details
  • 5 36
    #8

    Better Taxes & Consulting LLC

    ● Open
    7901 Oakport St # 4975, Oakland, CA 94621, United States
    (510) 633-0673
    bettertaxconsulting.com

    Better Taxes & Consulting LLC is an accounting and finance institution located at 7901 Oakport Street in Oakland, California, United States.

    Photo of Better Taxes & Consulting LLC - 7901 Oakport Street, Oakland, CA 94621, USA Photo of Better Taxes & Consulting LLC - 7901 Oakport Street, Oakland, CA 94621, USA
    Accounting Service Financial Service
    Details
  • 4.7 39
    #9

    Summerall Law, P.C.

    ● Open
    3873 Piedmont Ave #8, Oakland, CA 94611, United States
    (415) 944-9406
    summeralllaw.com

    Summerall Law, P.C. is a law firm located at 3873 Piedmont Avenue in Oakland, California, United States. Specializing in estate planning, the firm aims to make the process fast, friendly, easy, and affordable for clients.

    Photo of Summerall Law, P.C. - 3873 Piedmont Avenue, Oakland, CA 94611, USA Photo of Summerall Law, P.C. - 3873 Piedmont Avenue, Oakland, CA 94611, USA Photo of Summerall Law, P.C. - 3873 Piedmont Avenue, Oakland, CA 94611, USA
    Legal Service
    Details
  • 4.6 98
    #10

    Law Offices of Beles & Beles

    ● Open
    1 Kaiser Plaza #2300, Oakland, CA 94612, United States
    (510) 836-0100
    beleslaw.com

    The Law Offices of Beles & Beles is a prestigious legal institution located at 1 Kaiser Plaza in Oakland, California, United States.

    Photo of Law Offices of Beles & Beles - 1 Kaiser Plaza, Oakland, CA 94612, USA Photo of Law Offices of Beles & Beles - 1 Kaiser Plaza, Oakland, CA 94612, USA Photo of Law Offices of Beles & Beles - 1 Kaiser Plaza, Oakland, CA 94612, USA
    Legal Service
    Details
  • 4.2 70
    #11

    Renew Financial Group LLC

    ● Open
    555 12th St #1650, Oakland, CA 94607, United States
    (844) 736-3934
    renewfinancial.com

    Renew Financial Group LLC is a finance institution located at 555 12th Street in Oakland, California, United States.

    Financial Service
    Details
  • 5 12
    #12

    East Bay Probate & Trust Administration

    ● Open
    1999 Harrison St 18th floor, Oakland, CA 94612, United States
    (510) 406-7084
    eastbayprobate.com

    East Bay Probate & Trust Administration is a reputable law firm located in Oakland, California.

    Photo of East Bay Probate & Trust Administration - 1999 Harrison Street, Oakland, CA 94612, USA Photo of East Bay Probate & Trust Administration - 1999 Harrison Street, Oakland, CA 94612, USA Photo of East Bay Probate & Trust Administration - 1999 Harrison Street, Oakland, CA 94612, USA
    Legal Service
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  • 5 9
    #13

    Cline Law Group

    ● Closed
    1970 Broadway # 1000, Oakland, CA 94612, United States
    (510) 255-4632
    clinelawgroup.com

    Cline Law Group is a reputable finance and legal institution located at 1970 Broadway in Oakland, California, United States.

    Photo of Cline Law Group - 1970 Broadway, Oakland, CA 94612, USA Photo of Cline Law Group - 1970 Broadway, Oakland, CA 94612, USA Photo of Cline Law Group - 1970 Broadway, Oakland, CA 94612, USA
    Financial Service Legal Service
    Details
  • 5 4
    #14

    CunninghamLegal

    ● Closed
    6200 Antioch St, Oakland, CA 94611, United States
    (510) 339-0233
    cunninghamlegal.com

    CunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States.

    Photo of CunninghamLegal - 6200 Antioch Street, Oakland, CA 94611, USA Photo of CunninghamLegal - 6200 Antioch Street, Oakland, CA 94611, USA Photo of CunninghamLegal - 6200 Antioch Street, Oakland, CA 94611, USA
    Legal Service
    Details
  • 5 6
    #15

    Parnall Trust & Estate Law, PC

    ● Open
    490 43rd St #201, Oakland, CA 94609, United States
    (510) 368-5698
    davidparnall.com

    Parnall Trust & Estate Law, PC is a reputable law firm based in Oakland, California, specializing in trust and estate law.

    Photo of Parnall Trust & Estate Law, PC - 490 43rd Street, Oakland, CA 94609, USA Photo of Parnall Trust & Estate Law, PC - 490 43rd Street, Oakland, CA 94609, USA
    Legal Service
    Details
  • 5 3
    #16

    The Law Offices of Rosario Bacon Billingsley

    ● Closed
    11 Embarcadero West #130, Oakland, CA 94607, United States
    (510) 268-8717
    rbbcfls.com

    The Law Offices of Rosario Bacon Billingsley is a prestigious legal institution located at 11 Embarcadero West in Oakland, California, United States.

    Legal Service
    Details
  • 5 4
    #17

    Ultra Business Services

    ● Closed
    3803 Broadway, Oakland, CA 94611, United States
    (510) 428-9366
    ultrabiz.net

    Ultra Business Services is a premier institution located in the heart of Oakland, California, offering top-notch accounting, finance, and health services.

    Accounting Service Financial Service Medical Services
    Details
  • 5 1
    #18

    Falcon Bridge Capital LLC

    ● Open
    1999 Harrison St #1575, Oakland, CA 94612, United States
    (925) 289-7601
    falconbridgecapital.com

    Falcon Bridge Capital LLC is a finance institution located at 1999 Harrison Street in Oakland, California, United States.

    Financial Service
    Details
  • 5 1
    #19

    Dennis N. Middleton, CPA

    ● Closed
    5959 Estates Dr, Oakland, CA 94611, United States
    (510) 339-8860
    dennismiddletoncpa.com

    Dennis N. Middleton, CPA is a reputable accounting and finance institution located at 5959 Estates Drive in Oakland, California, United States.

    Accounting Service Financial Service
    Details
  • 5 1
    #20

    United Tax & Accounting

    ● Open
    10136 Voltaire Ave, Oakland, CA 94603, United States
    (510) 836-1898

    United Tax & Accounting is a reputable institution located in Oakland, California, specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • 4.6 9
    #21

    Kazan Mcclain Satterley & Greenwood, A Professional Law Corporation

    ● Closed
    55 Harrison St #400, Oakland, CA 94607, United States
    (510) 302-1000
    kazanlaw.com

    Kazan Mcclain Satterley & Greenwood, A Professional Law Corporation is a reputable law firm located at 55 Harrison Street in Oakland, California, United States.

    Photo of Kazan Mcclain Satterley & Greenwood, A Professional Law Corporation - 55 Harrison Street, Oakland, CA 94607, USA Photo of Kazan Mcclain Satterley & Greenwood, A Professional Law Corporation - 55 Harrison Street, Oakland, CA 94607, USA Photo of Kazan Mcclain Satterley & Greenwood, A Professional Law Corporation - 55 Harrison Street, Oakland, CA 94607, USA
    Legal Service
    Details
  • 4.4 9
    #22

    Dimond Tax Services

    ● Closed
    2217 Coloma St, Oakland, CA 94602, United States
    (510) 531-0534

    Dimond Tax Services is a reputable accounting and finance institution located at 2217 Coloma Street in Oakland, California, United States.

    Accounting Service Financial Service
    Details
  • 3.7 6
    #23

    Vaught & Boutris LLP

    ● Open
    7677 Oakport St #1140, Oakland, CA 94621, United States
    (510) 430-1518
    vaughtboutris.com

    Vaught & Boutris LLP is a prestigious accounting, finance, and legal institution located at 7677 Oakport Street in Oakland, California.

    Accounting Service Financial Service Legal Service
    Details
  • 3.7 3
    #24

    Financial Fitness Center Inc

    ● Closed
    295 27th St, Oakland, CA 94612, United States
    (510) 653-1914
    financialfitnesscenter.com

    The Financial Fitness Center Inc is a renowned institution located at 295 27th Street in Oakland, California, United States.

    Accounting Service Financial Service
    Details
  • 3 2
    #25

    Donahue Fitzgerald LLP

    ● Open
    1999 Harrison St 26th floor, Oakland, CA 94612, United States
    (510) 451-3300
    donahue.com

    Donahue Fitzgerald LLP is a prestigious accounting, finance, and legal institution located at 1999 Harrison Street in Oakland, California.

    Photo of Donahue Fitzgerald LLP - 1999 Harrison Street, Oakland, CA 94612, USA Photo of Donahue Fitzgerald LLP - 1999 Harrison Street, Oakland, CA 94612, USA Photo of Donahue Fitzgerald LLP - 1999 Harrison Street, Oakland, CA 94612, USA
    Accounting Service Financial Service Legal Service
    Details
  • 3 2
    #26

    D’Andre Law LLP

    ● Open
    1600 Broadway #300, Oakland, CA 94612, United States
    (510) 853-8580
    dandrelaw.com

    D’Andre Law LLP, located at 1600 Broadway in Oakland, California, is known as the Gold Standard for Workers’ Compensation Defense in California.

    Details
  • 3 2
    #27

    Lam's Financial Services. Inc

    ● Open
    1406 7th Ave, Oakland, CA 94606, United States

    Lam's Financial Services, Inc. is a reputable finance institution located at 1406 7th Avenue in Oakland, California, United States.

    Financial Service
    Details
  • 3 2
    #28

    Bell Investment Advisors

    ● Closed
    1111 Broadway #1630, Oakland, CA 94607, United States
    (800) 700-0089
    bellinvest.com

    Bell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States.

    Financial Service Medical Services
    Details
  • 3 2
    #29

    Eden Professional Services LLC (Tax Office)

    ● Closed
    218 International Blvd, Oakland, CA 94606, United States
    (510) 763-8160
    edentaxservice.com

    Eden Professional Services LLC (Tax Office) is a reputable accounting and finance institution located at 218 International Boulevard in Oakland, California, United States.

    Photo of Eden Professional Services LLC (Tax Office) - 218 International Boulevard, Oakland, CA 94606, USA
    Accounting Service Financial Service
    Details
  • 3 8
    #30

    Millennium Tax Service

    ● Open
    2746 73rd Ave, Oakland, CA 94605, United States
    (510) 383-1040

    Millennium Tax Service is a reputable accounting and finance institution located at 2746 73rd Avenue in Oakland, California, United States.

    Photo of Millennium Tax Service - 2746 73rd Avenue, Oakland, CA 94605, USA Photo of Millennium Tax Service - 2746 73rd Avenue, Oakland, CA 94605, USA Photo of Millennium Tax Service - 2746 73rd Avenue, Oakland, CA 94605, USA
    Accounting Service Financial Service
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