Berkeley, CA Financial Consultant

( 1 Reviews )
Edward Jones - Financial Advisor: William Fried Logo

Edward Jones - Financial Advisor: William Fried

Financial Consultant

2161 Allston Way, Suite A Berkeley, California 94704
( 0 Reviews )
Linda Moran - Private Client Advisor Logo

Linda Moran - Private Client Advisor

Financial Consultant, Financial Consultant, Financial Planner

1480 Shattuck Ave. Berkeley, CA 94709
( 42 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

2151 Shattuck Ave Berkeley, CA 94704
Steven Schuyler

I have always had a good experience here. I have learned how to be assertive in my life and so I have never had an issue with getting the things I needed. When an issue d ... more

( 45 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

2347 Telegraph Ave Berkeley, CA 94704
Ela Panda

Rude and not helpful, I do not recommend this branch.

( 4 Reviews )
AFFINITY CAPITAL ADVISORS LLC Logo

AFFINITY CAPITAL ADVISORS LLC

Financial Consultant, Financial Consultant, Insurance Agency

825 Page St Berkeley, CA 94710
Philip F.

Professional, Knowledge, Personal. Sean's been fantastic. We work well together. He has a wealth of knowledge in the industry and knows the best way to explain things ... more

( 1 Reviews )
Topel & DiStasi Wealth Management Logo

Topel & DiStasi Wealth Management

Financial Consultant, Financial Consultant, Investment Service

2907 Claremont Ave #111 Berkeley, CA 94705
Jen B.

Gavin & Jarrett make a great team. They are knowledgeable and trustworthy. Not only do they do a great job of managing my money and providing me with sound advice, th ... more

( 1 Reviews )
Edward Jones - Financial Advisor: William Fried Logo

Edward Jones - Financial Advisor: William Fried

Financial Consultant, Finance Broker, Investment Service

2161 Allston Way A Berkeley, CA 94704
( 23 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

1536 Shattuck Ave Berkeley, CA 94709
Ronald B.

If you want poor service, bank of america is the place to go.   I just spent 45 minutes online trying to make a transfer.   They didn't know how to do it.  They were ... more

( 8 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

2129 Shattuck Ave. Berkeley, CA 94704
Jessy Andrea Aguilar

On March 6th, my mother and I met to discuss an additional account that we hadn't been using actively. Esmeralda was incredibly helpful during our visit, taking the time ... more

( 45 Reviews )
Bank of America (Lobby Service Only) Logo

Bank of America (Lobby Service Only)

Bank, Financial Consultant, Financial Planner

2546 San Pablo Ave Berkeley, CA 94702
Christopher Kiefer

This is the one Bank of America branch in the area where I can complete all of my banking chores. It has a good balance of business hours and wait times. The staff are al ... more

( 3 Reviews )
Broderick Mary D Logo

Broderick Mary D

Financial Consultant

1615 Martin Luther King Jr Way #401 Berkeley, CA 94709
Bill Boscacci

Mary corrected the work of an incompetent tax preparer, she saved me over $35,000. Thank you.

( 2 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, ATM, ATM

3001 Telegraph Ave Ste A Berkeley, CA 94705
Alexandra Ekvik

This is a video chat only center. Keep in mind when you're scheduling an appointment! I made an appointment for a cashier's check not knowing they have no people on site ... more

( 8 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, Financial Consultant, Financial Planner

2546 San Pablo Ave Berkeley, CA 94702
Christian

NO CASH

( 7 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Financial Consultant, Financial Consultant, Financial Planner

3001 Telegraph Ave Ste A Berkeley, CA 94705
Cynthia McMurry

Not an actual bank branch! Just a place you can Zoom with a person who tells you that you need to go to a real bank branch to do the thing you want to do. They can Google ... more

( 0 Reviews )
David Stern CFO Logo

David Stern CFO

Financial Consultant

2111 San Pablo Ave #2015 Berkeley, CA 94702
( 19 Reviews )
Charles Schwab Logo

Charles Schwab

Financial Consultant

1995 University Ave Ste 100 Berkeley, CA 94704
Robsun Coaching

Schwab has gone way down and has become a dysfunctional bureaucracy. I went through a long complicated process to open the account. They send me emails regarding my a ... more

( 0 Reviews )
Parkside Advisors LLC Logo

Parkside Advisors LLC

Financial Planner, Financial Consultant

2040 Bancroft Way Berkeley, CA 94704
( 0 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, ATM, ATM

2347 Telegraph Ave Berkeley, CA 94704
( 0 Reviews )
KNN Public Finance Logo

KNN Public Finance

Financial Consultant

2054 University Ave Ste. 300 Berkeley, CA 94704
( 0 Reviews )
Catherine Woodman, Impact Investors Logo

Catherine Woodman, Impact Investors

Financial Consultant

1510 Walnut St suite e Berkeley, CA 94709
( 0 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, Financial Consultant, Financial Planner

2151 Shattuck Ave. Berkeley, CA 94704
( 0 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, ATM, ATM

2129 Shattuck Ave. Berkeley, CA 94704
( 0 Reviews )
Elmwood Wealth Management Logo

Elmwood Wealth Management

Financial Consultant, Financial Consultant, Financial Institution

2027 Fourth St Berkeley, CA 94710
( 0 Reviews )
Dornbusch Associates Logo

Dornbusch Associates

Financial Consultant

2907 Claremont Ave #120 Berkeley, CA 94705
( 0 Reviews )
Ancell Kenneth Logo

Ancell Kenneth

Financial Consultant

1760 Solano Ave # 305 Berkeley, CA 94707
( 0 Reviews )
Effective Assets Logo

Effective Assets

Financial Consultant, Financial Consultant, Life Insurance Agency

1510 Walnut St suite e Berkeley, CA 94709
( 0 Reviews )
Flourish Fi Logo

Flourish Fi

Financial Consultant

2150 Shattuck Ave. Penthouse Berkeley, CA 94704
( 0 Reviews )
Magarian Richard D Logo

Magarian Richard D

Financial Consultant, Financial Planner

2231 Carleton St #3224 Berkeley, CA 94704
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