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Map of Albany, CA

Financial Planning Consultants in Albany, CA

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97. Vincent Wallace

Vincent Wallace

1758 Arlington Blvd, El Cerrito, CA 94530

YP
18 Years
in Business

99. Robert Emmer

Robert Emmer

2502 Beach Head Way, Richmond, CA 94804

OPEN NOW:9:00 am - 4:00 pm

106. Jane Financial

Jane Financial

Serving the Albany Area

CLOSED NOW:10:00 am - 6:00 pm

From Business: Jane Financial LLC is a fee-only fiduciary financial advisor for women in tech with imminent or recent IPOs. Based in Oakland, CA, the firm offers comprehensive financial…

YP
7 Years
in Business

111. Edward Jones - Financial Advisor: Terry Kotsatos

Edward Jones - Financial Advisor: Terry Kotsatos

11760 San Pablo Ave, El Cerrito, CA 94530

OPEN NOW:9:00 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

112. Chang & Associates Tax And Financial

Chang & Associates Tax And Financial

2820 Telegraph Ave, Berkeley, CA 94705

OPEN NOW:9:00 am - 5:00 pm

From Business: Chang & Associates offers their clients traditional tax, accounting, and bookkeeping services as well as a wide array of consultation services related to continuous financial…

YP
18 Years
in Business

113. Steven Marquard Investment Advisor

Steven Marquard Investment Advisor

2732 Haste St Apt 32, Berkeley, CA 94704

OPEN NOW:9:00 am - 5:00 pm

From Business: Hello. I am Investment Advisor, Steven Marquard. I have a BS in Chemical Engineering (University of Washington) and an MBA in Applied Economics (University of California). I…

YP
9 Years
in Business

114. Mariner

Mariner

6425 Christie Ave Ste 290, Emeryville, CA 94608

CLOSED NOW:Closed

From Business: Access to a wealth of knowledge and solutions.

115. DHR Investment Counsel Ltd.

DHR Investment Counsel Ltd.

5435 College Ave Ste 200, Oakland, CA 94618

OPEN NOW:8:00 am - 5:00 pm

From Business: Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand…

YP
27 Years
in Business

116. Edward Jones - Financial Advisor: Benjamin Blake, CFP®

Edward Jones - Financial Advisor: Benjamin Blake, CFP®

5330 College Ave Ste 230, Oakland, CA 94618

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

117. Wen Capital Advisory Group

Wen Capital Advisory Group

11100 San Pablo Ave Ste 210, El Cerrito, CA 94530

OPEN NOW:9:00 am - 5:00 pm

From Business: High net worth private client services, Wealth Management, Investment Strategy and Advisory, Business Planning, Retirement Planning, Asset Protection, Tax Strategy, Estate…

118. InConcert Financial Group

InConcert Financial Group

6333 Potrero Ave, El Cerrito, CA 94530

OPEN NOW:9:00 am - 5:00 pm

From Business: We take pride in assisting clients in identifying tax savings opportunities and meeting the compliance requirements of the federal, state and local tax authorities. Minimizing…

YP
58 Years
in Business