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      Investment Management in University of California Berkeley Berkeley, CA

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      32. Edward Jones - Financial Advisor: Joshua Wulkan

      Edward Jones - Financial Advisor: Joshua Wulkan
      510-237-3495Call NowVisit Website
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      Investment ManagementInvestmentsInvestment 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

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

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

      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…

      34. 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

      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…

      35. DHR Investment Counsel Ltd.

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

      5435 College Ave Ste 200, Oakland, CA 94618

      CLOSED 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…

      36. Paulson Investments

      Paulson Investments
      925-254-1074Call NowVisit Website
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      Investment ManagementInvestment Advisory ServiceInvestments

      14 Orinda Way, Orinda, CA 94563

      CLOSED 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…

      39. Maddog Executive

      Maddog Executive
      510-868-8745Call Now
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      Investment Management

      4300 Horton St Unit 15, Emeryville, CA 94608

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

      From Business: Providing consulting and financial services to Ivory Investment.

      YP
      25 Years
      in Business

      40. Deluna Partners

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

      15 La Vuelta, Orinda, CA 94563

      CLOSED 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…

      42. Martin Investment Company

      Martin Investment Company
      510-834-5900Call Now
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      Investment ManagementFinancial Planning Consultants

      400 30th St Ste 406, Oakland, CA 94609

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

      47. Jake Cleary-Bancwest Investment Services Financial Advisor

      Jake Cleary-Bancwest Investment Services Financial Advisor
      510-566-9363Call NowVisit Website
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      Investment ManagementInvestment Advisory ServiceFinancial Planning Consultants

      2023 Mountain Blvd, Oakland, CA 94611

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

      From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

      48. 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

      49. 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

      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

      50. 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

      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

      51. Ba1 2201 Broadway

      Ba1 2201 Broadway
      510-464-2929Call Now
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      Investment ManagementReal Estate Management

      2201 Broadway, Oakland, CA 94612

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

      52. PF Wealth Management Group

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

      1970 Broadway, Oakland, CA 94612

      CLOSED 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…

      53. Wilson & Boucher Capital Management

      Wilson & Boucher Capital Management
      925-247-0270Call NowVisit Website
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      Investment ManagementFinancial Planning ConsultantsInvestment Advisory Service

      13 El Camino Moraga, Orinda, CA 94563

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

      From Business: Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered…

      55. Trainer Wortham & Co Inc

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

      475 14th St, Oakland, CA 94612

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

      59. Catalyst FPIM Corp

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

      70 Washington St Ste 203, Oakland, CA 94607

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

      We found 710 results for Investment Management in or near University of California Berkeley, Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investments. 6 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.