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      Financial Planners in University of California Berkeley Berkeley, CA

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      2. Steven Marquard Investment Advisor

      Steven Marquard Investment Advisor
      510-316-7225Call Now
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      Financial PlannersInvestment Advisory ServiceInvestments

      2732 Haste St Apt 32, Berkeley, CA 94704

      CLOSED 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
      10 Years
      in Business

      3. EP Wealth Advisors

      EP Wealth Advisors
      510-848-0012Call NowVisit Website
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      Financial Planners

      2150 Shattuck Ave Ste 700, Berkeley, CA 94704

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

      From Business: Financial planner in Berkeley, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows…

      7. Edward Jones - Financial Advisor: William Fried

      Edward Jones - Financial Advisor: William Fried
      510-704-8854Call NowVisit Website
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      Financial PlannersInvestmentsFinancing Consultants

      2161 Allston Way, Berkeley, CA 94704

      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

      8. Fidelity Investments

      Fidelity Investments
      510-423-9051Call NowVisit Website
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      Financial PlannersFinancial ServicesInvestments

      1995 University Ave Ste 120, Berkeley, CA 94704

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

      YP
      60 Years
      in Business

      12. Vitucci Integrated Planning

      Vitucci Integrated Planning
      510-526-2220Call NowVisit Website
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      Financial PlannersFinancial ServicesFinancial Planning Consultants

      303 Arlington Ave Suite B3, Berkeley, CA 94707

      CLOSED NOW:8:00 am - 6:00 pm
      YP
      17 Years
      in Business

      13. Together Business Solutions

      Together Business Solutions
      510-395-3542Call Now
      Financial PlannersFinancial Planning ConsultantsFinancial Services

      Serving the Berkeley Area

      From Business: Provide total solution to Quick Book setup , implementation and support. -Support most editions of quick book from indidual business to Mid-term size companies -Provide a…

      YP
      25 Years
      in Business

      15. Mariner

      Mariner
      415-926-7200Call NowVisit Website
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      Financial PlannersFinancial Planning ConsultantsInvestment Advisory Service

      6425 Christie Ave Ste 290, Emeryville, CA 94608

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

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

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

      Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
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      Financial PlannersInvestmentsMutual Funds

      25 Orinda Way Ste 205, 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…

      17. Pollak & Pollak Wealth Management - Ameriprise Financial Services

      Pollak & Pollak Wealth Management - Ameriprise Financial Services
      925-905-9890Call NowVisit Website
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      Financial PlannersFinancial ServicesInvestment Securities

      25 Orinda Way Ste 205, Orinda, CA 94563

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

      From Business: At Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

      18. Nancy Tran Laroco - Associate Financial Advisor, Ameriprise Financial Services

      Nancy Tran Laroco - Associate Financial Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
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      Financial PlannersFinancial Services

      25 Orinda Way Ste 205, 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…

      19. Edward Jones - Financial Advisor: Joshua Wulkan

      Edward Jones - Financial Advisor: Joshua Wulkan
      510-237-3495Call NowVisit Website
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      Financial PlannersInvestmentsInvestment Advisory Service

      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

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

      Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory ServiceInvestments

      25 Orinda Way Ste 205, Orinda, CA 94563

      CLOSED NOW:9:00 am - 2:00 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…

      21. Bill Pezick

      Bill Pezick
      510-526-6121Call NowVisit Website
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      Financial PlannersInvestment ManagementTax Return Preparation

      400 Evelyn Ave, Ste 299, Albany, CA 94706

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

      From Business: Financial & Tax Planning For East Bay Families. Bill Pezick would like to plan to make a difference for you. His coordinated financial & tax planning can help you preserve and…

      YP
      50 Years
      in Business

      23. Transformative Wealth Management

      Transformative Wealth Management
      510-524-5500Call NowVisit Website
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      Financial PlannersFinancial Planning Consultants

      6317 Fairmount Ave, El Cerrito, CA 94530

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

      From Business: We invite you to join us, the community of Socially Responsible Investors, committed to making the world a better place, so we can help you invest for greater impact by…

      24. Wen Capital Advisory Group

      Wen Capital Advisory Group
      800-916-9860Call NowVisit Website
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      Financial PlannersFinancing ServicesFinancial Planning Consultants

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

      CLOSED 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…

      27. Edward Jones - Financial Advisor: Bette Gadient

      Edward Jones - Financial Advisor: Bette Gadient
      510-663-0196Call Now
      Directions
      Financial PlannersInvestmentsInvestment Management

      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

      28. Edward Jones - Financial Advisor: Christopher Lightner

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

      490 Grand Ave Ste 100, Oakland, CA 94610

      CLOSED 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

      29. Edward Jones - Financial Advisor: Doug Moss

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

      490 Grand Ave Ste 100, Oakland, CA 94610

      CLOSED 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

      30. Marin Wealth Advisors LLC

      Marin Wealth Advisors LLC
      510-217-8100Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory Service

      1901 Harrison St., Suite 1100,, Oakland, CA 94612

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

      From Business: Expert Financial Planning and Investment Management for Individuals, Families and Businesses. Please contact us for help with Your Company Stock Plan, Retirement Planning,…

      YP
      6 Years
      in Business

      We found 434 results for Financial Planners in or near University of California Berkeley, Berkeley, CA.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 4 of the rated businesses have 4+ star ratings.


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