Best Financial Advisors in Alameda, CA

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Alameda, CA Fiduciary Financial Advisors

Bell Investment Advisors
SEC File# 801-56417
CRD# 108383
4 out of 5
Location 1111 Broadway #1630, Oakland, CA 94607, USA
Phone (800) 700-0089
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Nguyen Investment Management
Location 883 Island Dr, Alameda, CA 94502, USA
Phone (510) 522-9500
Lars G Hansson
5 out of 5
Location 2159 Central Ave, Alameda, CA 94501, USA
Phone (510) 521-2343
Phocas Financial
SEC File# 801-64317
CRD# 135470
Location 1080 Marina Village Pkwy Suite 520, Alameda, CA 94501, USA
Phone (510) 523-5800
E Demmler & Associates
Location 1101 Marina Village Pkwy Suite 201, Alameda, CA 94501, USA
Phone (510) 865-1026
D Mattersdorff LLC
Location 194 Inverness Way, Alameda, CA 94502, USA
Phone (510) 522-1700
Advisory Consulting Group LLC
Location 2239 Harbor Bay Pkwy, Alameda, CA 94502, USA
Phone (510) 239-4200
Pico Associates
Location 829 27th Ave, Oakland, CA 94601, USA
Phone (510) 261-0700
Sterling Financial Services Inc
Location 1151 Harbor Bay Pkwy # 136, Alameda, CA 94502, USA
Phone (510) 263-9520
Linda Russo Financial Services
Location 610 16th St #405, Oakland, CA 94612, USA
Phone (510) 267-0727
Global Investment Co Inc
Location 211 10th St, Oakland, CA 94607, USA
Phone (510) 835-8300
Edward Jones - Financial Advisor: Deb Knowles
SEC File# 801-3297
CRD# 250
Location 2412 Central Ave, Alameda, CA 94501, USA
Phone (510) 749-0403
Matthews Financial & insurance Solutions
Location 2100 Embarcadero E Suite 105, Oakland, CA 94606, USA
Phone (510) 229-7608
Language http://mfis.biz/
Sierra Pacific Financial Advisors, LLC
SEC File# 801-123728
CRD# 131738
Location 1300 Clay St #600, Oakland, CA 94612, USA
Phone (925) 223-8868
Financial Revelations
Location 909 Marina Village Pkwy, Alameda, CA 94501, USA
Phone (510) 638-6331
Financial Avengers
SEC File# 801-78015
CRD# 119636
5 out of 5
Location 505 14th St #310, Oakland, CA 94612, USA
Phone (415) 773-2174
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1124 Ballena Blvd, Alameda, CA 94501, USA
Phone (510) 865-1026
Financial Health Expert
Location 1318 High St, Alameda, CA 94501, USA
Phone (415) 609-5090
Lula Financial
4 out of 5
Location 66 Franklin St 3rd floor, Oakland, CA 94607, USA
Phone (415) 637-5087
De Luchi Investment Management
Location 2952 Gibbons Dr, Alameda, CA 94501, USA
Phone (510) 521-6632
Merrill Lynch Wealth Management Advisor Russell Conboy
Location 1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Phone (510) 208-3821
Jeffrey Oster - Raymond James
Location 1050 Marina Village Pkwy, Alameda, CA 94501, USA
Phone (888) 655-1035
First Priority Financial
Location 1151 Harbor Bay Pkwy # 206C, Alameda, CA 94502, USA
Phone (510) 263-9627
Edward Jones - Financial Advisor: Nirmal Rout, CFP®
SEC File# 801-3297
CRD# 250
Location 2412 Central Ave, Alameda, CA 94501, USA
Phone (510) 749-0403
Shum Financial Group - Cliff Shum, CFP®
SEC File# 801-110554
CRD# 285426
Location 1402 Park St STE E, Alameda, CA 94501, USA
Phone (510) 748-7462
PFC Financial Services
SEC File# 801-111055
CRD# 158043
Location 1150 Ballena Blvd # 253, Alameda, CA 94501, USA
Blue Water Funding
Location 512 Westline Dr UNIT 202, Alameda, CA 94501, USA
Phone (510) 522-3020
Mansell Capital Management
Location 1545 Verdi Street Suite #A, Alameda, CA 94501, USA
Phone (510) 697-7893
Joseph Riley Coaching
Location 65 Mecartney Rd, Alameda, CA 94502, USA
Phone (510) 205-0125
Samantha Silberstein - TIAA Financial Consultant
Location 555 12th St Suite 1280, Oakland, CA 94607, USA
Phone (888) 359-2806
MK McDonough Financial & Insurance Services
Location 1070 Marina Village Pkwy, Alameda, CA 94501, USA
Phone (510) 995-8850
Kevin Kennedy LLC
Location 1516 Oak St #101, Alameda, CA 94501, USA
Phone (510) 748-1898
J B Financials
Location 1203 B Buena Vista Ave, Alameda, CA 94501, USA
Phone (415) 672-7176
Longsplice Investments
Location 2033 Clement Ave #119, Alameda, CA 94501, USA
Phone (650) 367-9926
Tana D Moschetti Ea Cfp
Location 3215 Encinal Ave, Alameda, CA 94501, USA
Phone (510) 523-3553
Financial Advisors in Alameda, CA

Where Certified Financial Advisors in Alameda, CA Serve

Alameda is a city located in California. It is home to many landmarks, including the USS Hornet Museum and the Alameda Naval Air Station. Additionally, the city is home to many top employers, including the Kaiser Permanente Medical Center and the United States Coast Guard. Alameda is also located close to major highways and streets, including Interstate 880 and Highway 580. Finally, the city is divided into several neighborhoods, including West Alameda and Central Alameda.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Alameda, CA have a number of banking options available to them. Banks can provide residents with a variety of services, including checking and savings accounts, loans, and credit cards. Residents can also use banks to invest their money in stocks, bonds, and other financial instruments. Banks can also help residents save for retirement or for other special occasions.

Insurance Broker

Residents of Alameda, CA, who are in need of insurance brokers can find help at the local brokerage firm. The firm offers a wide range of services to its clients, including helping them find the best rates on health, auto, and home insurance policies. In addition, the brokerage firm can also provide advice on choosing the right type of coverage for each individuals needs.

Retirement Planning

Financial advisors in Alameda, CA can help residents with a variety of retirement planning needs. For example, they can provide guidance on how much money to save each month, how to invest money wisely, and when to start withdrawing from retirement accounts. Additionally, financial advisors can help retirees stay on track with their budgets and prevent them from overspending in retirement.

Wealth Management

Residents of Alameda, CA can greatly benefit from wealth management services. Wealth management is the process of organizing and managing a family's financial affairs. This includes creating and implementing a financial plan, investment management, tax planning, and estate planning. By working with a wealth manager, Alameda residents can ensure that their finances are in order and that they are making the most of their money.

Estate Planning Lawyer

Estate planning lawyers in Alameda, CA can help residents with a wide range of tasks and services. This includes creating wills and trusts, handling probate and estate administration, and helping to plan for incapacity. Attorneys can also provide valuable advice on gift and estate tax issues, as well as retirement planning.

Mortgage Loan Officer

Mortgage loan officers in Alameda, CA can help residents by providing them with the best mortgage rates and products available. They can also help residents understand the mortgage process and how to get approved for a mortgage. In addition, mortgage loan officers can provide information on home buying and refinancing, and they can answer any questions that residents may have about mortgages.

Tax Services

Tax accountants can help Alameda, CA residents in a number of ways. They can help residents file their taxes, ensure that they are getting the best possible tax breaks, and help them understand how the new tax laws will affect them. They can also help businesses in Alameda file their taxes and take advantage of all the tax breaks available to them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Alameda, CA