Mutual Funds in Oakland, CA

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2. Edward Jones - Financial Advisor: Bette Gadient

Edward Jones - Financial Advisor: Bette Gadient

490 Grand Ave Ste 100, Oakland, CA 94610

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…

YP
103 Years
in Business

3. Edward Jones - Financial Advisor: Christopher Lightner

Edward Jones - Financial Advisor: Christopher Lightner

490 Grand Ave Ste 100, Oakland, CA 94610

CLOSED NOW:

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…

YP
103 Years
in Business

4. Edward Jones - Financial Advisor: Doug Moss

Edward Jones - Financial Advisor: Doug Moss

490 Grand Ave Ste 100, Oakland, CA 94610

CLOSED NOW:

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…

YP
103 Years
in Business

5. Edward Jones - Financial Advisor: Guy Ben Ari

Edward Jones - Financial Advisor: Guy Ben Ari

935 Marina Village Pkwy, Alameda, CA 94501

CLOSED NOW:

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…

6. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

1 Kaiser Plz, Oakland, CA 94612

CLOSED NOW:

From Business: Morgan Stanley is a global financial services firm that provides a wide range of investment banking, securities, investment management, wealth management and credit services.…

7. Phocas Financial Corp

Phocas Financial Corp

980 Atlantic Ave Ste 106, Alameda, CA 94501

CLOSED NOW:

From Business: Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger.…

12. HSBC

HSBC

388 9th St Ste 121, Oakland, CA 94607

CLOSED NOW:
YP
160 Years
in Business

14. Morgan Stanley

Morgan Stanley

1999 Harrison St, Oakland, CA 94612

CLOSED NOW:Closed
YP
90 Years
in Business

18. Fremont Bank

Fremont Bank

6300 College Ave Ste 160, Oakland, CA 94618

CLOSED NOW:9:00 am - 1:00 pm
YP
61 Years
in Business

21. Edward Jones - Financial Advisor: Yixue Mei

Edward Jones - Financial Advisor: Yixue Mei

1150 Ballena Blvd Ste 100, Alameda, CA 94501

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…

YP
103 Years
in Business

22. Edward Jones - Financial Advisor: Kirk Cowan

Edward Jones - Financial Advisor: Kirk Cowan

2412 Central Ave, Alameda, CA 94501

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…

YP
103 Years
in Business

24. Commonfund

Commonfund

301 Clay St, San Francisco, CA 94111

CLOSED NOW:

26. Fidelity Investments

Fidelity Investments

8 Montgomery St, San Francisco, CA 94104

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

27. Edward Jones - Financial Advisor: Joshua Wulkan

Edward Jones - Financial Advisor: Joshua Wulkan

1301 Solano Ave Ste 201, Albany, CA 94706

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…

YP
103 Years
in Business

28. Keith Larkin, Robertson Stephens

Keith Larkin, Robertson Stephens

455 Market St Ste 1600, San Francisco, CA 94105

CLOSED NOW:Closed

From Business: Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop…

29. Robertson Stephens

Robertson Stephens

455 Market St Ste 1600, San Francisco, CA 94105

CLOSED NOW:Closed

From Business: Robertson Stephens has origins in San Francisco, California, and rapidly grew into one of the more storied and successful investment banking firms in the financial services…

30. Edward Jones - Financial Advisor: Michael J. Kenyon

Edward Jones - Financial Advisor: Michael J. Kenyon

8 Otis St Ste 922, San Francisco, CA 94103

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…

YP
103 Years
in Business

We found 80 results for Mutual Funds in or near Oakland, CA.They also appear in other related business categories including Investment Advisory Service, Investment Management, and Financial Planners. 5 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Central Oakland.