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      Financial Services in Berkeley, CA

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      SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

      1. Legal Docs On Wheels

      Legal Docs On Wheels
      510-681-0045Call NowVisit Website
      Directions
      Financial ServicesEstate Planning, Probate, & Living TrustsReal Estate Loan Processing

      675 Hegenberger Rd, Oakland, CA 94621

      OPEN 24 HOURS

      From Business: Legal Document Preparers, Mobile Notary Service, Divorce Assistance, Credit Repair Services And More!

      YP
      27 Years
      in Business

      2. Williams, Adley & Company- CA LLP

      Williams, Adley & Company- CA LLP
      510-893-8114Call NowVisit Website
      Directions
      Financial ServicesBookkeepingTax Return Preparation-Business

      7677 Oakport St Ste 1000, Oakland, CA 94621

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

      From Business: Welcome to Williams Adley. We've been in business for 30 years, and we offer professional accounting services throughout Northern California.

      YP
      44 Years
      in Business

      3. Fidelity Investments

      Fidelity Investments
      800-225-6447Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      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
      61 Years
      in Business

      4. Edward Jones - Financial Advisor: William Fried

      Edward Jones - Financial Advisor: William Fried
      510-704-8854Call NowVisit Website
      Directions
      Financial ServicesInvestment SecuritiesFinancial Planning Consultants

      2161 Allston Way Ste A, Berkeley, CA 94704

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      5. Preferred Rate - Berkeley

      Preferred Rate - Berkeley
      510-929-1993Call NowVisit Website
      Directions
      Financial ServicesMortgages

      2820 College Ave Apt 3, Berkeley, CA 94705

      CLOSED 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
      14 Years
      in Business

      6. Demi Michelle Medeiros - Preferred Rate

      Demi Michelle Medeiros - Preferred Rate
      916-790-5687Call NowVisit Website
      Directions
      Financial ServicesMortgages

      2820 College Ave Apt 3, Berkeley, CA 94705

      CLOSED 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
      14 Years
      in Business

      7. Loan Officer - 1306205

      Loan Officer - 1306205
      510-927-0557Call NowVisit Website
      Directions
      Financial ServicesMortgages

      2820 College Ave Apt 3, Berkeley, CA 94705

      From Business: Loan Officer

      YP
      14 Years
      in Business

      8. Something To Sell About

      Something To Sell About
      510-444-2159Call NowVisit Website
      Directions
      Financial ServicesFurniture StoresArt Galleries, Dealers & Consultants

      380 4th St, Oakland, CA 94607

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

      From Business: Established in 1975 by Richelle Lieberman and Noah Harms, Something To Sell About is a professional, full-service company specializing in on-premise moving, estate sales and…

      YP
      51 Years
      in Business

      9. B2B Funding Now

      B2B Funding Now
      510-629-2071Call NowVisit Website
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      Financial ServicesFinancing Consultants

      1700 Broadway, Oakland, CA 94612

      CLOSED NOW:9:00 am - 6:00 pm

      From Business: Today's credit-impaired economy is providing challenges for virtually all small and mid-size business entrepreneurs. Banks aren't lending in spite of bailouts and unemployment…

      YP
      13 Years
      in Business

      10. Bay Area Boat Loans

      Bay Area Boat Loans
      510-846-0578Call NowVisit Website
      Directions
      Financial ServicesFinancing ServicesBoat & Marine Insurance

      1070 Marina Village Pkwy, Alameda, CA 94501

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

      From Business: Boat Loans Yacht Loans Notary Services Yacht Financing Yacht Loans

      YP
      12 Years
      in Business

      11. Edward Jones - Financial Advisor: Josh Wulkan

      Edward Jones - Financial Advisor: Josh Wulkan
      510-621-5634Call NowVisit Website
      Directions
      Financial Services

      1301 Solano Ave Ste 201, Albany, CA 94706

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      12. Doris Forman CPA

      Doris Forman CPA
      510-420-7077Call NowVisit Website
      Directions
      Financial ServicesAccountants-Certified PublicTaxes-Consultants & Representatives

      5865 Doyle St, Emeryville, CA 94608

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

      From Business: Saturday By Appointment Only

      YP
      35 Years
      in Business

      13. Edward Jones - Financial Advisor: Taya Cowan

      Edward Jones - Financial Advisor: Taya Cowan
      510-984-9877Call NowVisit Website
      Directions
      Financial ServicesInvestment Advisory ServiceInvestment Securities

      400 Evelyn Ave Ste 228, Albany, CA 94706

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      14. Pezick Bill, Certified Financial Planner & Enrolled Agent

      Pezick Bill, Certified Financial Planner & Enrolled Agent
      510-526-6121Call NowVisit Website
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      Financial ServicesTax Return PreparationFinancial Planning Consultants

      400 Evelyn Ave Ste 229, 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…

      15. Edward Jones - Financial Advisor: Rachel Kossler

      Edward Jones - Financial Advisor: Rachel Kossler
      510-298-5039Call NowVisit Website
      Directions
      Financial Services

      5330 College Ave Ste 230, Oakland, CA 94618

      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…

      16. Wells Fargo Bank

      Wells Fargo Bank
      510-597-4210Call NowVisit Website
      Directions
      Financial ServicesATM LocationsBanks

      151 40th St, Oakland, CA 94611

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

      From Business: Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for what’s next.…

      YP
      104 Years
      in Business

      17. ACE Cash Express

      ACE Cash Express
      510-891-9466Call NowVisit Website
      Directions
      Financial ServicesCheck Cashing ServiceATM Locations

      2700 San Pablo Ave, Oakland, CA 94612

      CLOSED NOW:9:00 am - 6:00 pm

      From Business: At ACE Cash Express in Oakland, CA, we make it simple to take control of your finances. Visit our store at 2700 San Pablo Avenue for a wide range of financial services designed…

      YP
      58 Years
      in Business

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

      Edward Jones - Financial Advisor: TJ Stevko, CFP®|CPWA®
      510-547-4589Call NowVisit Website
      Directions
      Financial ServicesFinancial Planning ConsultantsInvestment Advisory Service

      370 Highland Ave Ste 201, Piedmont, CA 94611

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

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      19. DMH Insurance Group

      DMH Insurance Group
      510-754-3165Call NowVisit Website
      Directions
      Financial ServicesInvestmentsMutual Funds

      2323 Broadway, Oakland, CA 94612

      CLOSED NOW:8:00 am - 7:00 pm

      From Business: My Name Is Dawnn Hills. Nice to Meet You. I'm passionate about ensuring that everyone, not just wealthy individuals, has access to the knowledge and strategies they need to…

      YP
      22 Years
      in Business

      20. Ferguson & Company CPA's

      Ferguson & Company CPA's
      510-835-1512Call NowVisit Website
      Directions
      Financial ServicesAccountants-Certified PublicTax Reporting Service

      1734 Martin Luther King Jr Way, Oakland, CA 94612

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

      From Business: We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

      YP
      23 Years
      in Business

      21. The Fuller Law Firm, PC

      The Fuller Law Firm, PC
      510-444-3613Call NowVisit Website
      Directions
      Financial ServicesBankruptcy ServicesBankruptcy Law Attorneys

      300 Frank H Ogawa Plz Ste 224, Oakland, CA 94612

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

      From Business: Are you seeking the representation of an Oakland bankruptcy lawyer? If so, it may be helpful to contact The Fuller Law Firm, PC. The team of attorneys has been representing…

      22. Columbia Bank Home Lending - CLOSED

      Columbia Bank Home Lending - CLOSED
      510-612-0102Call NowVisit Website
      Directions
      Financial ServicesReal Estate LoansLoans

      555 12th St Ste 1450, Oakland, CA 94607

      From Business: Home Loans

      YP
      73 Years
      in Business

      23. Edward Jones - Financial Advisor: Matthew M Tekeste

      Edward Jones - Financial Advisor: Matthew M Tekeste
      510-522-1374Call NowVisit Website
      Directions
      Financial Services

      1050 Marina Village Pkwy Ste 100, Alameda, CA 94501

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      24. Edward Jones - Financial Advisor: Melanie Hart

      Edward Jones - Financial Advisor: Melanie Hart
      510-522-2790Call NowVisit Website
      Directions
      Financial Services

      1504 Encinal Ave Ste B, Alameda, CA 94501

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

      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…

      25. Edward Jones - Financial Advisor: Christopher Lightner

      Edward Jones - Financial Advisor: Christopher Lightner
      510-521-0734Call NowVisit Website
      Directions
      Financial Services

      1150 Ballena Blvd Ste 100, Alameda, CA 94501

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      26. Edward Jones - Financial Advisor: Sanam Chaudhary

      Edward Jones - Financial Advisor: Sanam Chaudhary
      510-747-8980Call NowVisit Website
      Directions
      Financial ServicesFinancial Planning ConsultantsInvestment Advisory Service

      2412 Central Ave, Alameda, CA 94501

      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…

      27. Edward Jones - Financial Advisor: Nirmal Rout, CFP®

      Edward Jones - Financial Advisor: Nirmal Rout, CFP®
      510-749-0403Call NowVisit Website
      Directions
      Financial Services

      2412 Central Ave, Alameda, CA 94501

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      28. 1st United Credit Union

      1st United Credit Union
      800-649-0193Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsBanks

      2175 Milvia St, Berkeley, CA 94704

      From Business: 1st United Credit Union believes in being a good neighbor and we remain committed to the spirit of volunteerism, financial literacy, and ensuring the financial health of…

      YP
      94 Years
      in Business
      Amenities:
      Wheelchair accessible

      29. Patelco Credit Union Berkeley

      Patelco Credit Union Berkeley
      800-358-8228Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsFinancial Planners

      2033 Kala Bagai Way, Berkeley, CA 94704

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

      From Business: Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With more than $9 billion in assets, Patelco…

      YP
      90 Years
      in Business

      30. Charles Schwab

      Charles Schwab
      510-665-4646Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      1995 University Ave, Berkeley, CA 94704

      CLOSED NOW:8:30 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,…

      YP
      37 Years
      in Business

      We found 733 results for Financial Services in or near Berkeley, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Loans. 14 of the rated businesses have 4+ star ratings.


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