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Investment Companies in Alameda County, CAComprehensive list of Alameda County, California based firms, advisors and managers offering personal and business investment services. |
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| Errold Moody | ![]() | (510) 352-4127 |
3.26 miles1/You are bound to learn something here- though it assuredly will require extensive reading and thinking. the reason why investors and planning customers of most companies lost 40%... www.efmoody.com 2295 Wave 133, 94577 | ![]() |
| Gps Capital Management | ![]() | (925) 328-0800 |
8.32 milesGPS Capital Management is a SEC registered investment advisor. We are committed to serve you, a member of the Asian community, both residential and overseas. The people at GPS Capital... gpsinvestment.com 2410 Camino Ramon, 94583 | ![]() |
| Kearney-Burch Financial Service | ![]() | (925) 275-4940 |
8.32 milesSeventeen years ago Kearney-Burch was built on the foundation that customers needed trustworthy advice and diversified portfolios. Today, we like to develop a relationship with you... www.kearneyburch.com 2694 Bishop Drv # 290, 94583 | ![]() |
| Sabrina Julian Investment Service | ![]() | (925) 247-0274 |
8.36 milesCarefully planning your retirement takes more than just saving money and several luck! You need someone who is a financial professional and supplier of portfolio reviews, investing,... www.sabrinajulian.com 346 Rheem Blvd, 94556 | ![]() |
| Phocas Financial | ![]() | (510) 523-5800 |
8.57 milesPhocas Financial selects and manages equity investments for institutional investors, individuals and investment advisors. We strive to provide attractive long-term returns with low... phocasfinancial.com 980 Atlantic Avnue # 106, 94501 | ![]() |
| Bob Jersin | ![]() | (925) 837-5265 |
8.98 milesEstablished by Bob Jersin CPA, CFA, MBA, Jersin Financial Services supplies individuals and tiny businesses with essential financial services to successfully navigate the ever-changing... I highly recommend Jersin Financial for small businesses. They did a great job for us saving us money jersinfinancial.com 300 Topeka Pl, 94526 | ![]() |
| A Thomas Beatty | ![]() | (510) 530-2686 |
11.25 milesOur goal is to supply individual, caring and knowledgeable advice to assist you clarify aims realize dreams. We'll sit down with you and really get to know who you are and where you... archetypefinancial.com 4035 Brown Avnue, 94619 | ![]() |
| AEGIS Capital Management | ![]() | (510) 655-9333 |
11.25 milesWe supply intelligent, comprehensive financial management tailored specifically to our customers unique requirements and circumstances. At Aegis Capital Management, we emphasize customer... www.aegiscapital.com | ![]() |
| ING Financial Partners | ![]() | (510) 444-4789 |
11.25 milesBuilding and managing a successful investment program requires a significant amount of time and attention. John can assist you determine which of the many investment opportunities in... www.johnreising.com 1300 Clay Strt Suite 600, 94612 | ![]() |
| DHR Investment Counsel | ![]() | (510) 596-2580 |
11.25 milesDavis H. Riemer and Louise Rothman-Riemer, motivated by their vision of the value of a collaborative approach to fullfilling customers' goals, combined their careers in financial services... dhrcounsel.com 5435 College Av # 200, 94618 | ![]() |
| Bell Investment Advisors | ![]() | (510) 433-1066 |
11.25 milesAt Bell Investment Advisors, performance is what matters most. Since our inception in 1991 we currently have brought performance into every conversation. Does your investment advisor... bellinvest.com 1111 Broadway # 2130, 94607 | ![]() |
| H C Financial Advisors | ![]() | (925) 299-1800 |
12.42 milesHC Financial Advisors. is a financial planning and investment advisory company that provides services on a fee-only basis. We are located in Lafayette, California and have been serving... hcfinancial.com 3685 Mnt Diablo Blvd # 200, 94549 | ![]() |
| Gifford Fong Associates | ![]() | (925) 299-7800 |
12.42 milesGifford Fong Associates has been delivering state-of-the-art research, consulting services and proprietary analytical tools to the financial and legal communities since 1974. GFA focuses... www.gfong.com 3658 Mt Diablo Boul # 200, 94549 | ![]() |
| Just Plans | ![]() | (925) 988-0330 |
13.22 milesLeaders must be seen to be up front, up to date, up to their job and up early in the morning. In 1982 Just Plans was established to supply investment products for retirement plans,... justplans-etc.com 1399 Ygnacio Vally Rd # 24, 94598 | ![]() |
| Bedell Investment Counseling | ![]() | (925) 932-0344 |
13.22 milesA RELATIONSHIP OF TRUST SINCE 1975 Bedell Investment Counselling is a staff of investment specialists. We meet customer requirements by preserving and increasing their wealth. We have... www.bedellinvest.com 200 Pringle Ave # 450, 94596 | ![]() |
| Sierra Investment Partners | ![]() | (925) 941-6302 |
13.22 milesSierra is one of the nation's leading investment companies dedicated exclusively to jointly-trusteed plans. We have put together a staff of individuals with over eighty years combined... www.sierrainv.com 101 Ignacio Vly Rd, 94596 | ![]() |
| Westhoff Cone & Holmstedt | ![]() | (925) 472-8740 |
13.22 milesSince 1989, Westhoff, Cone & Holmstedt has been meeting the funding requirements of the public sector through hard work and innovation. Westhoff, Cone & Holmstedt is headquartered in... wcah.com 1777 Botelho Driv, 94596 | ![]() |
| Alamo Capitol | ![]() | (925) 472-5700 |
13.22 milesDetails will be posted here as soon as they become available. Send me a custom report of available bonds. Alamo Capital is large enough to get the job done but tiny enough to care Alamo... www.alamocapital.com 1777 Botelho Driv # 375, 94596 | ![]() |
| Social Equity Group | ![]() | (510) 644-9484 |
14.36 milesThe Social Equity Group SEG is a Registered Investment Advisory company specializing in socially responsible investments. We have been delivering socially responsible money management... socialequity.com 2550 Ninth Strt # 204A, 94710 | ![]() |
| Financial Connections Group | ![]() | (510) 849-4667 |
14.36 milesManaging your finances today, let alone planning for what tomorrow may bring, does not happen automatically - or easily. Squeezed by the requirements of daily life, you may know the... www.financialconnections.com 2608 Ninth Strt # 302, 94710 | ![]() |
| JMR Capital Management | ![]() | (510) 525-1125 |
14.36 milesJMR Capital Management is an asset fee based independent investment advisor registered with the California Department of Corporations and the FINRA/IARD division of the SEC. We have... jmrcap.com 2936 Domingo Aven, 94705 | ![]() |
| Foothill Securities | ![]() | (510) 526-6121 |
16.17 milesOur mission is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. We will assist you acquire the information you need to pursue... froshmanfinancial.com 400 Evelyn Avnue, 94706 | ![]() |
| Assetmark Investment Services | ![]() | (650) 372-2844 |
16.38 milesGenworth Financial Wealth Management is an investment management and consulting company committed to helping advisors build great businesses. We understand how you do business and we're... www.genworthwealth.com 411 Borel Avenue # 501, 94402 | ![]() |
| Balopole Investment Management | ![]() | (650) 574-1307 |
16.38 milesBalopole Investment Management Corporation BIMC is a fee-only investment advisory and finanical planning company. At BIMC we work to know you well, so that we can offer you the right... balopole.com 1650 Borel Pl # 224, 94402 | ![]() |
| Glenborough | ![]() | (650) 343-9300 |
16.38 milesGlenborough brings 30 years of knowledge to the real estate investment and management industry. And, we strongly trust that our finest years are yet to come. Formerly a NYSE listed... www.glenborough.com 400 South El Camino Real # 110, 94402 | ![]() |
| Emerson Equity | ![]() | (650) 312-0200 |
16.38 milesAt Emerson Equity, we know that nothing takes the place of a company's capability to provide tangible results. That is why each of our customers works directly with an investment professional... emersonequity.com 155 Bovet Rd # 725, 94402 | ![]() |
| Bailard | ![]() | (650) 571-5800 |
16.38 milesBailard is an employee-owned investment company situated in the San Francisco Bay Area that has served institutions and private investors for nearly 40 years. Our institutional strategies... www.bailard.com 950 Tower Ln # 1900, 94404 | ![]() |
| Battery Ventures | ![]() | (650) 372-2040 |
16.38 milesBattery has assembled a staff to work with high net worth individuals, foundations and endowments. They use a globally diversified portfolio of public securities and alternative investments... www.battery.com 901 Mariners Islnd Boul, 94404 | ![]() |
| Fuller & Thaler Asset Management | ![]() | (650) 931-1500 |
16.38 milesInvestors make mental mistakes that can cause stocks to be mispriced. Fuller & Thaler's goal is to use our understanding of human decision making to find these mispriced stocks and... fullerthaler.com 411 Borel Ave, 94402 | ![]() |
| Newbury Ventures | ![]() | (650) 486-2444 |
17.69 milesWe take an active, hands-on approach to investing and work collaboratively with entrepreneurs to build exciting, successful, sustainable businesses. Reports for partners of Newbury... newburyven.com 255 Shoreline Driv # 520, 94065 | ![]() |
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