TOP 30 Best Wealth planning in Oakland, California

Located at 2517 Sacramento Street in Berkeley, California, Lazena Kelly-Andrada State Farm Insurance Agency is a trusted insurance agency serving the East Bay Area for over 20 years. With a strong commitment to providing personalized insurance coverage for individuals, families, and businesses, Lazena Kelly-Andrada and her team offer a wide range of insurance options, including auto, home, life, renters, commercial, and financial services. Having been with State Farm for 35 years, Lazena Kelly-Andrada brings a wealth of experience and expertise to her role as an agent. With a background in claims and agency leadership, she has a deep understanding of the insurance process and is dedicated to helping her customers understand the importance of having the right coverage. Her team has been recognized with the Crystal Excellence Award for the Legion of Honor, highlighting their commitment to quality service.

Jack London Mail is a reputable financial institution located in the heart of Oakland, California. Situated at 248 3rd Street, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. With a team of experienced professionals, Jack London Mail is dedicated to providing top-notch financial solutions and exceptional customer service. Whether you are looking to open a new account, apply for a loan, or seek investment advice, Jack London Mail is committed to helping you achieve your financial goals. Visit us today to experience the difference that our personalized approach to finance can make in your life.

Liberty Tax is a finance institution located at 3207 Grand Avenue in Oakland, California. We specialize in providing tax preparation services to individuals and businesses, helping our clients navigate the complex world of taxes with ease and confidence. Our team of experienced professionals is dedicated to ensuring that you maximize your tax refunds and minimize your tax liabilities. Whether you need help with filing your taxes, tax planning, or IRS audit representation, Liberty Tax is here to assist you every step of the way. Visit us today to experience our personalized and efficient tax services.

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. They offer services such as creating wills, trusts, probates, powers of attorney, and health care directives. The firm's founder and managing attorney, Sarah Summerall, is dedicated to helping clients have difficult conversations with their loved ones and ensuring their assets are distributed according to their wishes. With a team of dedicated attorneys, Summerall Law, P.C. provides clear, organized, and affordable estate planning solutions to clients in the Bay Area. Whether you need a simple document or a comprehensive plan, Summerall Law, P.C. is committed to helping you secure your family's future. Contact them today to schedule a consultation.

The Law Offices of Joel A. Harris, located at 511 West 3rd Street in Antioch, California, is a trusted institution specializing in Estate Planning, Trust, and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this field, ensuring that your family's future is in good hands. Estate planning is essential for everyone, regardless of the size of their estate, as it allows you to control how your assets are distributed after your passing. The goal is to minimize taxes, legal fees, and court costs while ensuring your wishes are carried out. Conveniently located near downtown Antioch, the Law Offices of Joel A. Harris is easily accessible from surrounding areas such as Pittsburg, Concord, Walnut Creek, and Brentwood. Antioch serves as a central hub in the East Bay region, offering a mix of historical landmarks, retail establishments, and entertainment venues. If you're in the area, be sure to explore downtown Antioch and its rich history.

The Law Offices of Beles & Beles is a prestigious legal institution located at 1 Kaiser Plaza in Oakland, California, United States. Specializing in various areas of law, the firm is known for its expertise and dedication in providing top-notch legal services to its clients. With a team of experienced and knowledgeable lawyers, the Law Offices of Beles & Beles is committed to representing clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the Law Offices of Beles & Beles is here to help. Contact them today to schedule a consultation and discuss your legal needs.

H&R Block is a trusted accounting and finance institution located at 3201 Grand Avenue in Oakland, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a go-to destination for individuals and businesses seeking professional assistance with their financial needs. Whether you need help with tax filing, financial planning, or investment advice, the knowledgeable staff at H&R Block is dedicated to helping you achieve your financial goals. Visit their location in Oakland today to experience their top-notch services firsthand.

Lula Financial is a finance institution located at 66 Franklin Street in Oakland, California, United States. Our specialty is providing financial planning services for individuals who may not enjoy the process of financial planning. Our goal is to create a customized plan that will guide you from your current financial situation to your desired financial goals. We believe that following a financial plan is crucial for securing a stable future and avoiding financial hardship in the long run. Let Lula Financial help you navigate the complexities of financial planning and secure your financial future.

Renew Financial Group LLC is a finance institution located at 555 12th Street in Oakland, California, United States. Specializing in providing financial solutions and services, Renew Financial Group LLC offers a wide range of options to help individuals and businesses manage their finances effectively. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and secure a stable financial future. Whether you are looking for assistance with investments, loans, or financial planning, Renew Financial Group LLC is committed to providing personalized and reliable services to meet your needs.

Stephanie Canessa - State Farm Insurance Agent is a trusted insurance agency located at 6228 Merced Avenue in Oakland, California. The agency has a strong focus on serving the community and providing personalized insurance plans to help individuals protect what matters most. Stephanie Canessa, a second-generation State Farm agent, believes in practicing insurance with integrity and empathy, ensuring that each customer's needs are understood and met. The agency offers a range of insurance services, including auto, health, and life insurance, with a dedicated team available to answer questions and provide support. Stephanie and her team are deeply committed to building relationships with their customers and supporting them through all stages of life. They have been recognized by State Farm for their exceptional service and performance over the years. Julie, an experienced insurance professional, brings a wealth of knowledge to the team and is dedicated to providing top-notch service to customers.

T. Booth Haley DDS is a dental institution located at 298 Grand Avenue in Oakland, California, United States. Our focus is on preventive care, offering regular cleanings and fluoride varnish treatments for patients with a history of cavities or sensitivity. We provide services such as fillings, crowns, and bridges, using tooth-colored materials and advanced technologies like dental cone-beam CT imaging for accurate diagnosis and treatment planning. Implants, veneers, cosmetic fillings, and clear aligner orthodontia are also available at our office. Our team includes experienced professionals like Dr. Haley, who has advanced training in implant cases. We welcome patients of all ages and offer emergency services as needed.

New York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.

Hummingbird Notary LLC is a trusted finance institution located at 18040 Broadway Terrace in Oakland, California, United States. Our team of experienced professionals provides expert notary services to meet all of your financial needs. Whether you require assistance with loan signings, real estate transactions, or legal documents, we are here to help. With a commitment to accuracy, efficiency, and professionalism, Hummingbird Notary LLC is your go-to destination for all your notary needs.

Rhinehart Ink LLC is a finance institution located at 4618 Allendale Avenue in Oakland, California, United States. Specializing in financial services, Rhinehart Ink LLC offers a range of investment opportunities, wealth management services, and financial planning solutions to individuals and businesses. With a team of experienced professionals, Rhinehart Ink LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complex world of finance.

Miranda's Multi-Services is a trusted financial institution located at 2320 Church Street in Oakland, California. We offer a wide range of financial services to meet the needs of individuals and businesses in the area. Our team of experienced professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Whether you need assistance with taxes, accounting, insurance, or loans, Miranda's Multi-Services is here to help. Visit us today to experience the difference our personalized approach can make in your financial well-being.

Bay Area Development Co is a finance institution located at 1801 Oakland Boulevard in Walnut Creek, California. We specialize in providing financial services and investment opportunities for businesses and individuals in the Bay Area. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to fund a new project, expand your business, or secure your financial future, Bay Area Development Co is here to support you every step of the way. Contact us today to learn more about how we can help you achieve financial success.

East Bay Probate & Trust Administration is a reputable law firm located in Oakland, California. Specializing in probate and trust administration, our experienced lawyers are dedicated to helping clients navigate the complex legal process of managing estates and ensuring that assets are distributed according to the wishes of the deceased. With a focus on personalized service and attention to detail, we strive to provide our clients with peace of mind during what can be a difficult and emotional time. Contact us at 1999 Harrison Street to schedule a consultation and learn more about how we can assist you with your probate and trust administration needs.

Cline Law Group is a reputable finance and legal institution located at 1970 Broadway in Oakland, California, United States. Our team of experienced lawyers specializes in a wide range of legal services including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and effective legal solutions to meet their specific needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

CunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.

Parnall Trust & Estate Law, PC is a reputable law firm based in Oakland, California, specializing in trust and estate law. With a team of experienced lawyers, they provide expert legal guidance and services to clients in the areas of estate planning, trust administration, and probate. Located at 490 43rd Street, Parnall Trust & Estate Law, PC is committed to helping individuals and families protect their assets and ensure their wishes are carried out according to the law. Whether you are looking to create a comprehensive estate plan or need assistance with trust administration, Parnall Trust & Estate Law, PC is dedicated to providing personalized and professional legal representation.

The Law Offices of Rosario Bacon Billingsley is a prestigious legal institution located at 11 Embarcadero West in Oakland, California, United States. Specializing in providing expert legal services, the firm is dedicated to offering top-notch representation and guidance in various areas of law. With a team of experienced and skilled lawyers, clients can trust in the professionalism and expertise of the attorneys at this renowned institution. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, The Law Offices of Rosario Bacon Billingsley is committed to delivering exceptional service and achieving positive outcomes for their clients.

Amaral Industries Common Law is a prestigious law firm located in Oakland, California. Our dedicated team of experienced lawyers specializes in common law cases, providing expert legal representation to clients in need. With a strong commitment to upholding justice and advocating for our clients' rights, we strive to achieve the best possible outcomes in every case. Visit us at 10732 Mark Street to learn more about how we can assist you with your legal needs.

The Wilkerson Law Office, located at 2323 Broadway in Oakland, California, is a unique institution that combines legal services with business coaching to help entrepreneurs build their businesses and leave a lasting legacy. Led by Asha Wilkerson, a licensed attorney and business coach, the office provides the tools and strategies needed to grow a business, protect intellectual property, and overcome mindset blocks. Through the Transcend podcast and blog, entrepreneurs can find motivation, inspiration, and support on their entrepreneurial journey. Whether you are just starting out or looking to protect and grow your existing business, The Wilkerson Law Office can provide the guidance and resources needed to succeed. Visit us today to learn how to use your business to build wealth and create generational wealth for yourself and your family.

The Town Athletics, located at 3666 Grand Avenue in Oakland, California, is a gym and health institution that specializes in Pilates, strength, power, and athletic performance training. Whether you're looking to improve your overall fitness or enhance your sports performance, The Town Athletics offers a variety of classes and training options to help you reach your goals. Our experienced coaches provide one-on-one coaching, group workouts, and personalized training plans to cater to individuals of all ages and abilities. With a focus on proper mechanics and injury prevention, our holistic approach helps individuals excel in their sports, activities, and fitness goals.

Morgan Stanley Financial Advisors is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States. Our team of experienced and knowledgeable financial advisors are dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Benjamin Blake, CFP® is a trusted finance institution located at 5330 College Avenue in Oakland, California, United States. As a Certified Financial Planner, Benjamin Blake provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones is committed to providing top-notch service and guidance to clients in the Oakland area.

Modern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.

Norine Rensch: Primerica - Financial Services is a reputable finance and insurance agency located at 2071 Mountain Boulevard in Oakland, California, United States. With a strong focus on providing top-notch financial services to individuals and families, Norine Rensch and her team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking for investment advice, retirement planning, or insurance coverage, Norine Rensch: Primerica - Financial Services is here to guide you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

Ultra Business Services is a premier institution located in the heart of Oakland, California, offering top-notch accounting, finance, and health services. Our team of experts is dedicated to providing exceptional support and guidance to individuals and businesses alike. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial and health goals. Visit us at 3803 Broadway to experience the unparalleled service and expertise that Ultra Business Services has to offer.

CAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.