Financial Services in University of California Berkeley Berkeley, CA

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1. Edward Jones - Financial Advisor: William Fried

Edward Jones - Financial Advisor: William Fried

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

2. Chase Bank

Chase Bank

2150 Shattuck Ave, Berkeley, CA 94704

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

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

3. Preferred Rate - Berkeley

Preferred Rate - Berkeley

2820 College Ave Apt 3, Berkeley, CA 94705

OPEN NOW:8:30 am - 6:00 pm

From Business: Preferred Rate is the trusted, local APM division that caters to the specific needs of your community. Preferred Rate's mission is to create experiences that matter while…

YP
13 Years
in Business

4. Demi Michelle Medeiros - Preferred Rate

Demi Michelle Medeiros - Preferred Rate

2820 College Ave Apt 3, Berkeley, CA 94705

OPEN NOW:7:00 am - 10:00 pm

From Business: Preferred Rate is the trusted, local APM division that caters to the specific needs of your community. Preferred Rate's mission is to create experiences that matter while…

YP
13 Years
in Business

5. Madeline Abraham Elbgal - Preferred Rate

Madeline Abraham Elbgal - Preferred Rate

2820 College Ave Apt 3, Berkeley, CA 94705

OPEN NOW:7:00 am - 10:00 pm

From Business: Preferred Rate is the trusted, local APM division that caters to the specific needs of your community. Preferred Rate's mission is to create experiences that matter while…

YP
13 Years
in Business

6. Fidelity Investments

Fidelity Investments

1995 University Ave Ste 120, Berkeley, CA 94704

OPEN 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

7. 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

8. Edward Jones - Financial Advisor: Taya Cowan

Edward Jones - Financial Advisor: Taya Cowan

400 Evelyn Ave Ste 228, Albany, CA 94706

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…

9. Pezick Bill, Certified Financial Planner & Enrolled Agent

Pezick Bill, Certified Financial Planner & Enrolled Agent

400 Evelyn Ave Ste 229, Albany, CA 94706

OPEN 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…

10. Doris Forman CPA

Doris Forman CPA

5865 Doyle St, Emeryville, CA 94608

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

From Business: Saturday By Appointment Only

YP
34 Years
in Business

11. Edward Jones - Financial Advisor: TJ Stevko, CFP®|CPWA®

Edward Jones - Financial Advisor: TJ Stevko, CFP®|CPWA®

370 Highland Ave Ste 201, Piedmont, CA 94611

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

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

12. Citi ATM

Citi ATM

2101 University Ave, Berkeley, CA 94704

OPEN 24 HOURS

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

13. Patelco Credit Union Berkeley

Patelco Credit Union Berkeley

2033 Kala Bagai Way, Berkeley, CA 94704

OPEN NOW:10:00 am - 5:00 pm

From Business: Patelco is a full-service, not-for-profit credit union. We offer the same convenient services and access of the big banks, but with higher savings, better rates, fewer fees,…

YP
89 Years
in Business

14. 1st United Services Credit Union

1st United Services Credit Union

2175 Milvia St, Berkeley, CA 94704

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

From Business: 1st United Services Credit Union is a full-service financial institution offering a large variety of loan and deposit products, including mortgage, home equity, auto loans,…

YP
93 Years
in Business
Amenities:
Wheelchair accessible

15. Simply Perfect Bookkeeping

Simply Perfect Bookkeeping

562 Woodmont Ave, Berkeley, CA 94708

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

From Business: Simply Perfect Bookkeeping provides accurate and efficient bookkeeping services for small businesses. We specialize in Quickbooks.

YP
16 Years
in Business

16. U.S. Bank

U.S. Bank

2333 Shattuck Ave, Berkeley, CA 94704

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

From Business: Union Bank personal banking services in Berkeley are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail banking and wealth…

17. Charles Schwab

Charles Schwab

1995 University Ave Ste 100, Berkeley, CA 94704

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

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

18. California Bank & Trust

California Bank & Trust

1451 Solano Ave, Albany, CA 94706

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

From Business: California Bank & Trust's Albany Branch proudly serves clients in Berkeley, Albany, El Cerrito, Richmond, West Contra Costa County, and Marin and Sonoma Counties. Conveniently…

19. Check N' Go

Check N' Go

4013 Telegraph Ave Ste E, Oakland, CA 94609

CLOSED NOW:10:30 am - 6:00 pm

From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and provide a…

20. Royal Kirkland III - Chase Home Lending Advisor - NMLS ID 927022

Royal Kirkland III - Chase Home Lending Advisor - NMLS ID 927022

5114 Broadway, Oakland, CA 94611

From Business: Royal proudly serves clients in the Oakland, CA area. Royal has 10 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to self-employed…

21. CoinFlip Bitcoin ATM - Gateway Smoke Shop (Oakland)

CoinFlip Bitcoin ATM - Gateway Smoke Shop (Oakland)

5936 San Pablo Ave, Oakland, CA 94608

OPEN NOW:10:00 am - 10:00 pm

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

22. LaSalle Mortgage

LaSalle Mortgage

4200 Broadway Ste 2, Oakland, CA 94611

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

From Business: License# 1452125 Team Thomas has been a Top 200 producing Loan Originator nationwide since 2015. We are a full-service, direct mortgage lender with the ability to make…

YP
10 Years
in Business

23. Brady Thomas | LaSalle Mortgage - NMLS #396946

Brady Thomas | LaSalle Mortgage - NMLS #396946

4200 Broadway Ste 2, Oakland, CA 94611

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

From Business: Brady Thomas | LaSalle Mortgage - NMLS #396946 Team Thomas has been a Top 200 producing Loan Originator nationwide since 2015. We are a full-service, direct mortgage lender who…

YP
17 Years
in Business

24. Bill Pezick

Bill Pezick

400 Evelyn Ave, Ste 299, Albany, CA 94706

OPEN 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

27. Dornbusch Associates

Dornbusch Associates

2907 Claremont Ave Ste 120, Berkeley, CA 94705

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

We found 1250 results for Financial Services in or near University of California Berkeley, Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Loans, and Financial Planners. 1 of these businesses has an A/A+ BBB rating. 24 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: Spanish, Tagalog, and Farsi.