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Investment Companies in Napa, CAComprehensive list of Napa, California based firms, advisors and managers offering personal and business investment services. |
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| Harvest Financial | ![]() | (707) 257-7281 |
Harvest Financial is an independently owned financial consulting company with more than 12 years of dedicated personalized service to our customers. We aid families to achieve financial independence by listening carefully and providing results oriented solutions. harvestfinancial-llc.com 1728 Jefferson St, 94559 | ![]() |
| Harrington Investments | ![]() | (707) 252-6166 |
For over 25 years, Harrington Investments. HII has been a leader in Socially Responsible Investing and Shareholder Advocacy. Our goal is to supply highly personalized asset management services that reflect a dedication to superior financial results, while investing in firms dedicated to positive environmental, ethical and social change. harringtoninvestments.com 1001 Second St # 325, 94559 | ![]() |
| Stockmarket Cycles | ![]() | (707) 769-4800 |
19.55 milesNew Pricing for the daily update! Now you can keep up with our daily market commentary for a new low price. Listen to our latest interview! We hope you find it informative and return... www.stockmarketcycles.com | ![]() |
| Hennessy Advisors | ![]() | (415) 899-1555 |
20.23 milesHennessy employs a consistent and repeatable investment process, combining time-tested stock range strategies with a highly disciplined, staff-managed approach. We provide a complete... www.hennessyfunds.com 7250 Redwood Blvd # 200, 94945 | ![]() |
| Winans | ![]() | (415) 506-3070 |
20.23 milesSend us your phone number and a nice time to call you back. Our firm motto is Innovative Investment Solutions for Ever-Changing Times. Winans International WI is a registered investment... winansintl.com 330 Ignacio Boul # 203, 94949 | ![]() |
| STG Asset Management | ![]() | (510) 243-1313 |
25.18 milesThe STG Group is a privately held and funded Commercial Real Estate investment group of firms. Our philosophy is built on asset appreciation that is augmented by pursuing value-oriented... www.stggroup.com 5327 Jacuzzi Street, 94804 | ![]() |
| Epic Wealth Management | ![]() | (415) 526-4300 |
26.02 milesWe supply customized wealth and investment management services for high net worth individuals and institutions. At TWA, we're guided by one overriding principle: We put what is in your... www.epicwm.com 851 Irwin Strt, 94901 | ![]() |
| Marin Capital Management | ![]() | (415) 492-2885 |
26.02 milesRead our latest quarterly customer letter online, or have it e-mailed to you. A running commentary on matters of interest to personal investors. www.mwinvest.com 4040 Civic Centre Drv # 200, 94903 | ![]() |
| McClurg Capital | ![]() | (415) 472-1445 |
26.02 milesMcClurg Capital affords investors the choice of how they pay for investment guidance and advice. Clients may chose to utilize our Full-Service Brokerage on a traditional, pay as you... www.mcclurgcapital.com 950 Northgate Drv Suite 301, 94903 | ![]() |
| Burdell Properties | ![]() | (415) 453-3131 |
26.02 milesReal estate is inherently an illiquid, risky business, yet one which can generate substantial returns. We serve real estate investors, especially those interested in wine, who share... www.burdell.net 2175 Francisco Boul East # A3, 94901 | ![]() |
| Compass Analytics | ![]() | (415) 925-2810 |
26.02 milesCompass Analytics supplies valuation and interest rate risk management services to mortgage capital markets participants. Compass Analytics licenses its software CompassPoint to mortgage... compass-analytics.com 4040 Civic Ctr Drv # 450, 94903 | ![]() |
| Foothill Securities | ![]() | (510) 526-6121 |
28.12 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 | ![]() |
| Meridian Mutual Fund | ![]() | (415) 461-6237 |
28.50 milesMeridian Fund. has been running mutual funds for over 20 years. We believe our Investment Philosophy is a wise way to invest. Please take a moment to find out more about our company... www.meridianfund.com 60 East Sir Francis Drake Blvd, 94939 | ![]() |
| Agland Investment Service | ![]() | (415) 461-5820 |
28.50 milesAgland Investment Services. is a dynamic firm delivering services worldwide for managers, landowners, and investors in agriculture and agribusiness. Services are offered in finance,... www.aglandinvest.com 900 Larkspur Lndng Cir # 205, 94939 | ![]() |
| Trek Capital Management | ![]() | (415) 461-8120 |
28.50 milesReindeer Trek LP, the investment vehicle of Trek Capital Management, is a U.S.-domiciled limited partnership fund suitable for high net worth individuals and institutions seeking a... www.trekcapital.com 2257 Larkspur Lndg Circ, 94939 | ![]() |
| Quantum Capital Management | ![]() | (415) 927-8430 |
28.83 milesAbout Quantum Capital Management is a complete service, SEC-registered investment counselor and advisor, established to supply wealth management solutions for individuals, families,... www.quantumcap.com 770 Tamalpais Dr # 204, 94925 | ![]() |
| Robert V Horowitz | ![]() | (415) 927-7871 |
28.83 milesRobert Horowitz Wealth Management offers fee-only financial planning with a deep and rigorous scrutiny of investment opportunities. We create well-crafted and balanced portfolios to... rhwm.com 300 Tamal Plz # 180, 94925 | ![]() |
| H C Financial Advisors | ![]() | (925) 299-1800 |
29.23 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 |
29.23 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 | ![]() |
| Social Equity Group | ![]() | (510) 644-9484 |
29.38 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 |
29.38 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 |
29.38 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 | ![]() |
| Just Plans | ![]() | (925) 988-0330 |
29.52 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 |
29.52 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 |
29.52 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 |
29.52 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 |
29.52 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 | ![]() |
| Brouwer & Janachowski | ![]() | (415) 435-8330 |
29.92 milesBrouwer & Janachowski is a Marin County, fee-only financial advisory company that supplies intelligent investment management. When we established our company, our aim was this: To be... fundmastery.com 1831 Tiburon Boulv, 94920 | ![]() |
| Core Asset Management | ![]() | (415) 332-2000 |
32.13 milesCore Asset Management Company is a New York- and Sausalito-based investment management firm specializing in separately managed accounts for individuals. Jack Mayberry, the company's... www.coreasset.com 108 Caledonia St, 94965 | ![]() |
| Sabrina Julian Investment Service | ![]() | (925) 247-0274 |
33.01 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 | ![]() |
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