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Alameda, CA 30 Financial Advisors near you

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Alameda Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Alameda, CA.

  • 7 years in business
  • 33 hires on Thumbtack
  • San Rafael, CA 94901

About

Tax Prep-1040's qualified tax specialists provide professional expertise and offer a wide range of tax and accounting strategies tailored to your particular financial needs. Integrating highly skilled tax preparation with reliable and personalized service, Tax Prep-1040 helps its clients achieve their financial goals.

  • 10 years in business
  • 10 hires on Thumbtack
  • Burlingame, CA 94010

About

Duan Wei-Maynez, CPAs provides a wide range of services to individuals and businesses in a variety of industries. Our consistent track record of uncompromising ethics instills confidence and trust. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include the following: * Tax Services * Bookkeeping Services * Estate and Trust Planning and Tax Preparation * Litigation Support and Forensic Accounting * Entity Selection and Restructuring * Cash Flow and Budgeting Analysis * Mergers, Acquisitions, and Sales * Accounting Services * Payroll Services * Financial and Retirement Planning * IRS Representation * Employee Benefits, Pension, and Profit-Sharing Plans * Financial Projections and Forecasts * Debt and Finance Advising

  • 10 years in business
  • 5 hires on Thumbtack
  • San Francisco, CA 94102

About

Duan Wei-Maynez, CPA in San Francisco provides a wide range of services to individuals and businesses in a variety of industries. Our consistent track record of uncompromising ethics instills confidence and trust. We strive to meet each client's specific needs in planning for the future and achieving his or her goals in an ever-changing financial and regulatory environment. Our professional services include the following: * Tax Services * Bookkeeping Services * Estate and Trust Planning and Tax Preparation * Litigation Support and Forensic Accounting * Entity Selection and Restructuring * Cash-Flow and Budgeting Analysis * Mergers, Acquisitions, and Sales * Accounting Services * Payroll Services * Financial and Retirement Planning * IRS Representation * Employee Benefits, Pension, and Profit-Sharing Plans * Financial Projections and Forecasts * Debt and Finance Advising

  • 83 years in business
  • San Francisco, CA 94104

About

We are a team within Morgan Stanley that delivers investment and planning advice to hardworking families and corporations, predominantly in the San Francisco Bay Area. Our clients rely on us to provide customized and targeted solutions to solve the challenges they face in their financial lives and plan for a stable financial future that provides peace of mind. We are strong believers that financial planning is the anchor to securing the financial lives of our clients, and we deliver world-class financial solutions in collaboration with a team of specialists to address every aspect of our clients' needs through the Morgan Stanley platform of services.

  • 15 years in business
  • 4 hires on Thumbtack
  • San Francisco, CA 94105

About

I specialize in the following: * Proprietary Trading * Financial Literacy * Investment Coaching * Options Trading Mentoring Program I have more than 28 years of experience in trading and investing in the financial markets. I am also an instructor at Heald College San Francisco, teaching medical billing and coding, pharmacology and anatomy and physiology.

  • San Francisco, CA 94103

About

We work with you to organize your finances from controller to bookkeeper, tax preparation to filing, financial and human resources consulting to onsite management. We have been in business since 2000. We worked with dozens of Bay Area companies having 1-50 employees including international organizations. We have operated companies from top to bottom. We have been responsible for turnaround, increasing revenues and financial or company organization. We invite you to explore our website including testimonials, small or medium businesses and personal services.

  • Berkeley, CA 94703

About

I'll show you the best strategies for growing your business, and then I'll support you every step of the way as you put that plan into action. I offer the following: - Business Consulting: Learn Business Strategy * Online social marketing * Financial planning * Organization and productivity - Business Coaching: Turn Your Plan Into Action * Create a working business plan you'll use every day * Learn to love sales and making connections * Market yourself on the Internet like an expert * Use the best online tools to organize your business What business owners are saying about Two Hats Consulting are the following: * "John's intuitive vision quickly gets to the center of business goals to elucidate new ways and opportunities to make them truly happen." -- Andrew Peters, Principal, UE Architects * "It's really a pleasure to write a testimonial regarding John. His skill in explicating business conceptions and organizing our approach to challenges has been improbably valuable, but the first thing you will find out about him is how, into all of the meta facets of your business, he is." * "John knows that your passions are the source for everything yet to come, and he pursues you in friendly and supportive dialogues to determine what these inner values are. This was honest of our very first conversation, and it is true of all the meetings we have." * "I came to John, desiring to reverse my 10-year vocation as an in-house sound designer to a freelance operation for commercials, film and video games. We're getting ready to set up, and I can say to you that the progress has been amazing from both a personal and business point of view. I know I am moving towards practicing what I love, and as John continuously says, 'Do what you love well, and clients will wish a piece of it.'" -- Andrew Lackey, Sound Engineer, WabiSabi Sound * "It was a pleasure to work with John. He really listened to me and helped me make a plan to get my business to an entirely new level; he gave me the tools and the confidence to move forward. I cannot advocate him extremely enough." -- Rachel Beser, Rachel Beser Graphic Design

  • Oakland, CA 94610

About

We are an alternative to in-house managers, offering bookkeeping, financial planning, marketing, HR management, and other organizational tasks to enable and support our customers in sales and growth.

About

We are in a growing financial industry called World Financial Group. Our mission and vision is to help families and individuals achieve a strong financial foundation by simply sharing our experiences and knowledge about college education plans, annuities, mutual funds, life insurance, final expense and many more. Our services are free of charge. We believe that financial knowledge should be shared to ALL people, no matter what finance background they have. Feel free to call for an appointment.

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