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      Mutual Funds in University of California Berkeley Berkeley, CA

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      1. Edward Jones - Financial Advisor: William Fried

      Edward Jones - Financial Advisor: William Fried
      510-704-8854Call NowVisit Website
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      Mutual FundsInvestmentsFinancial Planners

      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. Fidelity Investments

      Fidelity Investments
      510-423-9051Call NowVisit Website
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      Mutual FundsFinancial ServicesFinancial Planners

      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

      3. Morgan Stanley Wealth Management

      Morgan Stanley Wealth Management
      510-644-4400Call Now
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      Mutual FundsInvestmentsFinancial Planning Consultants

      1995 University Ave Ste 500, Berkeley, CA 94704

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

      4. Fremont Bank

      Fremont Bank
      510-851-7741Call NowVisit Website
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      Mutual FundsBanksInvestments

      6300 College Ave Ste 160, Oakland, CA 94618

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

      5. Edward Jones - Financial Advisor: Joshua Wulkan

      Edward Jones - Financial Advisor: Joshua Wulkan
      510-237-3495Call NowVisit Website
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      Mutual FundsInvestmentsInvestment 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

      6. 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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      Mutual FundsInvestment 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…

      7. 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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      Mutual FundsFinancial 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…

      9. Edward Jones - Financial Advisor: Bette Gadient

      Edward Jones - Financial Advisor: Bette Gadient
      510-663-0196Call Now
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      Mutual FundsInvestmentsInvestment 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

      10. Edward Jones - Financial Advisor: Christopher Lightner

      Edward Jones - Financial Advisor: Christopher Lightner
      510-663-0196Call Now
      Directions
      Mutual FundsInvestmentsFinancing 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

      11. Edward Jones - Financial Advisor: Doug Moss

      Edward Jones - Financial Advisor: Doug Moss
      510-663-0196Call Now
      Directions
      Mutual FundsInvestmentsFinancial 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

      14. HSBC

      HSBC
      510-267-0371Call NowVisit Website
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      Mutual FundsBanksCommercial & Savings Banks

      388 9th St Ste 121, Oakland, CA 94607

      CLOSED NOW:9:00 am - 5:00 pm
      YP
      160 Years
      in Business

      15. Edward Jones - Financial Advisor: Yixue Mei

      Edward Jones - Financial Advisor: Yixue Mei
      510-521-0734Call NowVisit Website
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      Mutual FundsInvestmentsFinancial Services

      1150 Ballena Blvd Ste 100, Alameda, CA 94501

      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

      16. Edward Jones - Financial Advisor: Kirk Cowan

      Edward Jones - Financial Advisor: Kirk Cowan
      510-749-0403Call NowVisit Website
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      Mutual FundsInvestmentsFinancial Planners

      2412 Central Ave, Alameda, CA 94501

      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. Commonfund

      Commonfund
      415-433-8800Call Now
      Directions
      Mutual FundsInvestmentsInvestment Securities

      301 Clay St, San Francisco, CA 94111

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

      21. California Investment Trust

      California Investment Trust
      415-398-2727Call Now
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      Mutual FundsInvestmentsFinancial Planning Consultants

      44 Montgomery St Ste 2450, San Francisco, CA 94104

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

      22. Keith Larkin, Robertson Stephens

      Keith Larkin, Robertson Stephens
      415-500-6840Call NowVisit Website
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      Mutual FundsInvestment Advisory ServiceFinancial Planners

      455 Market St Ste 1450, San Francisco, CA 94105

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

      From Business: Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop…

      23. John Bernabei, Robertson Stephens

      John Bernabei, Robertson Stephens
      415-307-5968Call NowVisit Website
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      Mutual FundsInvestment Advisory ServiceFinancial Planners

      455 Market St Ste 1450, San Francisco, CA 94105

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

      From Business: John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco. Together with Zack Perry, John advises high net worth individuals on a…

      24. Mercer Advisors - Walnut Creek

      Mercer Advisors - Walnut Creek
      877-494-5123Call NowVisit Website
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      Mutual FundsInvestment Advisory ServiceFinancial Planners

      100 Pringle Ave Ste 310, Walnut Creek, CA 94596

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

      From Business: Mercer Advisors is proud to help families in the East Bay with their comprehensive wealth management needs via a distinct blend of personalized, local expertise. With a team of…

      YP
      40 Years
      in Business

      25. David Shackelford - Financial Advisor, Ameriprise Financial Services

      David Shackelford - Financial Advisor, Ameriprise Financial Services
      925-988-4958Call NowVisit Website
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      Mutual FundsInvestment Advisory ServiceFinancial Planners

      100 Pringle Ave Ste 420, Walnut Creek, CA 94596

      CLOSED NOW:7:30 am - 4:30 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…

      26. Mark Krauth - Financial Advisor, Ameriprise Financial Services

      Mark Krauth - Financial Advisor, Ameriprise Financial Services
      925-988-6449Call NowVisit Website
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      Mutual FundsFinancial PlannersInvestments

      100 Pringle Ave Ste 420, Walnut Creek, CA 94596

      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…

      27. Cameron Kossen - Financial Advisor, Ameriprise Financial Services

      Cameron Kossen - Financial Advisor, Ameriprise Financial Services
      925-979-0200Call NowVisit Website
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      Mutual FundsFinancial PlannersInvestments

      200 Pringle Ave Ste 550, Walnut Creek, CA 94596

      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…

      28. Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services

      Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services
      925-979-0200Call NowVisit Website
      Directions
      Mutual FundsInvestment Advisory ServiceFinancial Planners

      200 Pringle Ave Ste 550, Walnut Creek, CA 94596

      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…

      29. Scott Danilson - Financial Advisor, Ameriprise Financial Services

      Scott Danilson - Financial Advisor, Ameriprise Financial Services
      925-979-0200Call NowVisit Website
      Directions
      Mutual FundsFinancial PlannersInvestments

      200 Pringle Ave Ste 550, Walnut Creek, CA 94596

      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…

      30. John Voegelin Keller - Financial Advisor, Ameriprise Financial Services

      John Voegelin Keller - Financial Advisor, Ameriprise Financial Services
      925-295-1900Call NowVisit Website
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      Mutual FundsInvestment Advisory ServiceFinancial Planners

      1333 N California Blvd Ste 630, Walnut Creek, CA 94596

      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…

      We found 104 results for Mutual Funds in or near University of California Berkeley, Berkeley, CA.They also appear in other related business categories including Investments, Investment Management, and Investment Advisory Service. 2 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, Russian, and Tagalog.