Investment Advisory Service in Berkeley, CA

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151. Messinger, Adam

Messinger, Adam

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

152. Oswald, Patrick

Oswald, Patrick

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

153. Overton, Ryan

Overton, Ryan

1111 Broadway, Oakland, CA 94607

From Business: Welcome to Merrill Lynch in OAKLAND, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

154. White, Josephine

White, Josephine

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

155. Greening, Grace

Greening, Grace

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

156. Hudson, Aaron

Hudson, Aaron

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

157. De Carvalho Ka, Morgan

De Carvalho Ka, Morgan

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

158. Noll, Kylie

Noll, Kylie

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

159. Harris, Kwanza

Harris, Kwanza

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

160. Score, Timothy

Score, Timothy

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

161. Holloway, Kate

Holloway, Kate

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:00 am - 3:00 pm

From Business: Welcome to Merrill Lynch in Walnut Creek, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

162. Medevsky, Dayana, AGT

Medevsky, Dayana, AGT

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

163. Fung, Yvan

Fung, Yvan

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

164. Almendarez, Luis

Almendarez, Luis

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

165. Thompson, Megan

Thompson, Megan

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

166. Brown, Walton

Brown, Walton

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

167. Cook, Sean

Cook, Sean

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

168. Lo, Chung Yan Joanne

Lo, Chung Yan Joanne

1111 Broadway, Oakland, CA 94607

OPEN NOW:7:30 am - 3:30 pm

From Business: Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

169. Phocas Financial Corp

Phocas Financial Corp

1080 Marina Village Pkwy, Alameda, CA 94501

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

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.…

170. Hart, Melanie

Hart, Melanie

1504 Encinal Ave, Alameda, CA 94501

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

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

171. Laroco, Nancy Tran

Laroco, Nancy Tran

25 Orinda Way, Orinda, CA 94563

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

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

172. Paulson Investments

Paulson Investments

14 Orinda Way, Orinda, CA 94563

OPEN NOW:7:00 am - 4:00 pm

From Business: Operational for over 40 years, Paulson Investment Company Inc. is one of the Northwest's largest independent brokerage firms, and a national leader in public offerings of small…

173. Shalom Financial

Shalom Financial

3945 La Cresenta Rd, El Sobrante, CA 94803

CLOSED NOW:10:00 am - 8:00 pm

From Business: You can't put a dollar amount on the value of a life, but you can ensure that your future is safe in case of an accident. Adequate coverage may be more affordable than you…

174. Carreden Group Inc

Carreden Group Inc

1100 Moraga Way, Moraga, CA 94556

OPEN NOW:8:00 am - 6:00 pm

From Business: ABOUT CARREDEN Founded in 1990, Carreden Group, Incorporated is a specialty investment banking firm and FINRA Registered Broker/Dealer engaged in representing corporate and…

175. EP Wealth Advisors

EP Wealth Advisors

250 Lafayette Cir Ste 203, Lafayette, CA 94549

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

From Business: Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a…

176. Callahan Financial Planning Company Fee-Only Financial Advisors in San Francisco

Callahan Financial Planning Company Fee-Only Financial Advisors in San Francisco

1160 Battery St, San Francisco, CA 94111

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

From Business: An independent financial advisor in San Francisco providing fee-only personal financial planning, including advice for retirement planning, investment management, tax…

177. Flex Tax

Flex Tax

1160 Battery St, San Francisco, CA 94111

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

From Business: Flex Tax Remote gives you help and guidance from credentialed Tax Experts so you can file with an extra level of confidence. All of our tax product provides: Help from a Tax…

178. Barclays Capital

Barclays Capital

4 Embarcadero Ctr, San Francisco, CA 94111

From Business: Founded in 1850, Lehman Brothers serves the financial needs of corporations, governments, municipalities and institutional clients worldwide. The company specializes in…

179. Genstar Capital

Genstar Capital

4 Embarcadero Ctr, San Francisco, CA 94111

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

From Business: Genstar Capital is a private equity investment firm that makes leveraged investments in middle-market companies in the state of California. Founded in 1988, the firm works in…

180. Behrman Capital

Behrman Capital

4 Embarcadero Ctr, San Francisco, CA 94111

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

From Business: Fillmore Capital Partners is a private real estate equity firm. It specializes in structured investments in operating intensive real estate sectors. The company invests in…

We found 1608 results for Investment Advisory Service in or near Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Investments, and Investment Securities. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Central Oakland. These businesses offer their services in one-or-more of the following languages: Spanish, and Hindi.