Investment Management in Berkeley, CA

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93. Edward Jones - Financial Advisor: Samantha Dinh

Edward Jones - Financial Advisor: Samantha Dinh

2065 Mountain Blvd, Oakland, CA 94611

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…

94. Edward Jones - Financial Advisor: Yixue Mei

Edward Jones - Financial Advisor: Yixue Mei

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

95. Edward Jones - Financial Advisor: Matthew M Tekeste

Edward Jones - Financial Advisor: Matthew M Tekeste

2413 Webb Ave Ste D, Alameda, CA 94501

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

96. Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS®|CRPS™

Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS®|CRPS™

1050 Marina Village Pkwy Ste 100, Alameda, CA 94501

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

97. Edward Jones - Financial Advisor: Jane Watson

Edward Jones - Financial Advisor: Jane Watson

1430 Everett St Ste A, Alameda, CA 94501

CLOSED NOW:Closed

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
Amenities:
Wheelchair accessible

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

Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services

25 Orinda Way Ste 205, Orinda, CA 94563

CLOSED NOW:Closed

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…

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

Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services

25 Orinda Way Ste 205, Orinda, CA 94563

CLOSED NOW:Closed

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…

100. Edward Jones - Financial Advisor: Bette Gadient

Edward Jones - Financial Advisor: Bette Gadient

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

101. Edward Jones - Financial Advisor: Christopher Lightner

Edward Jones - Financial Advisor: Christopher Lightner

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

102. Edward Jones - Financial Advisor: Doug Moss

Edward Jones - Financial Advisor: Doug Moss

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

103. Jake Cleary-Bancwest Investment Services Financial Advisor

Jake Cleary-Bancwest Investment Services Financial Advisor

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.

104. Infinity Financial Services

Infinity Financial Services

211 10th St Ste 338, Oakland, CA 94607

CLOSED NOW:Closed

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

105. Phocas Financial Corp

Phocas Financial Corp

1080 Marina Village Pkwy, Alameda, CA 94501

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

From Business: Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger.…

106. Edward Jones - Financial Advisor: Guy Ben Ari

Edward Jones - Financial Advisor: Guy Ben Ari

935 Marina Village Pkwy, Alameda, CA 94501

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…

107. Edward Jones

Edward Jones

1150 Ballena Blvd Ste 100, Alameda, CA 94501

CLOSED NOW:8:00 am - 6:00 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…

108. Edward Jones - Financial Advisor: Kirk Cowan

Edward Jones - Financial Advisor: Kirk Cowan

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

109. Edward Jones - Financial Advisor: Terry Kotsatos

Edward Jones - Financial Advisor: Terry Kotsatos

11760 San Pablo Ave, El Cerrito, CA 94530

CLOSED NOW:9:00 am - 4:30 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…

110. Paulson Investments

Paulson Investments

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…

118. Edward Yoon MD

Edward Yoon MD

2101 Vale Rd Ste 301, San Pablo, CA 94806

CLOSED NOW:9:00 am - 5:00 pm
YP
45 Years
in Practice
Amenities:
Wheelchair accessible

We found 711 results for Investment Management in or near Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investments. 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.