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      Investment Management in Northwest Berkeley Berkeley, CA

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      31. Fremont Bank

      Fremont Bank
      510-851-7741Call NowVisit Website
      Directions
      Investment ManagementBanksInvestments

      6300 College Ave Ste 160, Oakland, CA 94618

      OPEN NOW:9:00 am - 5:00 pm
      YP
      61 Years
      in Business

      33. DHR Investment Counsel Ltd.

      DHR Investment Counsel Ltd.
      510-596-2580Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory ServiceFinancial Planning Consultants

      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…

      34. Rosenberg Investment Management

      Rosenberg Investment Management
      925-254-6464Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory Service

      4 Orinda Way, Orinda, CA 94563

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

      From Business: AXA Rosenberg Investment Mgmt. LLC is a global equity manager, providing investment solutions for clients, stimulating and rewarding careers for employees and returns for…

      35. PF Wealth Management Group

      PF Wealth Management Group
      510-986-0598Call NowVisit Website
      Directions
      Investment ManagementFinancial Planning ConsultantsBanks

      1970 Broadway, Oakland, CA 94612

      OPEN NOW:8:30 am - 4:30 pm

      From Business: We are financial advisors that serve successful and success-minded individuals, families, and businesses. We offer investment management and financial planning solutions for…

      36. Litman Gregory Asset Mgt

      Litman Gregory Asset Mgt
      925-254-8999Call NowVisit Website
      Directions
      Investment ManagementFinancial Planning ConsultantsInvestment Advisory Service

      4 Orinda Way, Orinda, CA 94563

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

      From Business: Since 1987, Litman/Gregory Asset Management, LLC has been providing investment advisory services to individuals, family groups, non-profits and institutions. The firm offers…

      37. Deluna Partners

      Deluna Partners
      925-253-1600Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory Service

      15 La Vuelta, Orinda, CA 94563

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

      From Business: De Luna Partners has been raising capital for a select group of investment advisory, private equity, and venture capital firms since 2002. We represent a limited number of…

      39. Trainer Wortham & Co Inc

      Trainer Wortham & Co Inc
      510-444-4700Call NowVisit Website
      Directions
      Investment Management

      475 14th St, Oakland, CA 94612

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

      43. Catalyst FPIM Corp

      Catalyst FPIM Corp
      510-547-5711Call Now
      Directions
      Investment Management

      70 Washington St Ste 203, Oakland, CA 94607

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

      46. Thomason Capital Management

      Thomason Capital Management
      510-763-7300Call Now
      Directions
      Investment ManagementFinancial Planning Consultants

      300 Frank H Ogawa Plz Ste A10, Oakland, CA 94612

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

      55. Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services

      Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory ServiceFinancial Planners

      25 Orinda Way Ste 205, Orinda, CA 94563

      OPEN 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…

      56. Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services

      Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
      Directions
      Investment ManagementFinancial PlannersInvestments

      25 Orinda Way Ste 205, Orinda, CA 94563

      OPEN 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…

      57. Edward Jones - Financial Advisor: Bette Gadient

      Edward Jones - Financial Advisor: Bette Gadient
      510-663-0196Call Now
      Directions
      Investment ManagementInvestmentsFinancing Consultants

      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

      58. Edward Jones - Financial Advisor: Christopher Lightner

      Edward Jones - Financial Advisor: Christopher Lightner
      510-663-0196Call Now
      Directions
      Investment ManagementInvestmentsFinancing Consultants

      490 Grand Ave Ste 100, Oakland, CA 94610

      OPEN NOW:8:00 am - 6:00 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…

      YP
      103 Years
      in Business

      59. Edward Jones - Financial Advisor: Doug Moss

      Edward Jones - Financial Advisor: Doug Moss
      510-663-0196Call Now
      Directions
      Investment ManagementInvestmentsFinancial Services

      490 Grand Ave Ste 100, Oakland, CA 94610

      OPEN NOW:8:00 am - 5:00 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…

      YP
      103 Years
      in Business

      60. Infinity Financial Services

      Infinity Financial Services
      510-588-8000Call Now
      Directions
      Investment ManagementFinancial Planning ConsultantsPension & Profit Sharing Plans

      211 10th St Ste 338, Oakland, CA 94607

      OPEN NOW:8:00 am - 4:00 pm

      From Business: Infinity combines the ease of online services with the value of advisor insight to deliver personalized financial plans and wealth management.

      YP
      18 Years
      in Business
      Amenities:
      Wheelchair accessible

      We found 527 results for Investment Management in or near Northwest Berkeley, Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investments. 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: and Spanish.