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Adelante Capital Management

“After nearly five months of behind-the-scenes negotiations, regional mall REIT GGP Inc. (GGP, formerly known as General Growth Properties) recently agreed to be acquired by its largest shareholder (34% owner, originated from its role as plan sponsor ...”

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Dunham Associates Cpas

(9)

“Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined.”

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Lawrence Accountancy Corporation

(1)

“Lawrence is amazing; He returned ALL my calls during his insanely busy tax season, knows out of state tax laws (WITHOUT having to google it in front of us, 10 stars for that!”

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Rubicon Financial Partners

“Our holistic approach is well-suited for self-employed, executives, and business owners who need that extra edge. We focus on your financial health so you can focus your energies on achieving the balance you seek in your life.”

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Asti Financial Management

(3)

“None Positive Professionalism”

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Garrick Werdmuller

“2. We're East Bay Local: We operate in the San Francisco Bay Area – Oakland Alameda, Berkeley Castro Valley, Pleasanton, and know the unique local market like the back of our hand. We are assisting local people looking to purchase a property by lever...”

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Clarity Wealth Advisors

“In order for clients to successfully achieve and maintain financial independence, they need to have defined investment objectives, a thoughtful plan and a well-constructed implementation strategy that is monitored on an ongoing basis. Our approach be...”

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Harness Tax - Lextax Team

“Harness Wealth Advisers LLC (“Harness Wealth Advisers”), a wholly owned subsidiary of Multiplier, Inc., a Delaware corporation, is registered with the U.S. Securities and Exchange Commission as an internet investment adviser. Harness Wealth Advisers ...”

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Defined Financial Planning

“When building financial plans, our team is inspired by the construction of sailboats. Each piece and individual have a role — and they must be put together in a specific way to function seamlessly together when complete. With the right balance and ti...”

Featured

For many, a large cash windfall like an inheritance is a dream come true. The sudden infusion of money into your accounts often means more financial freedom than you’ve ever had before. But as Sam Gaeta, CFP® writes in his latest Kiplinger article, it’s important to manage those windfalls properly lest you squander them with ill-fated purchases or investments. Read the article where Sam makes the case for doing nothing — at least, at first — when you’re the recipient of such a windfall.

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E Demmler & Associates

“As a successful executive, you've navigated your way to the top by making smart choices, delegating key tasks to teams you can trust. So, why are you still the go-to person for every day-to-day and long-term financial decision with your own assets? T...”

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Mansell Capital Management

“After completing his M.S degree in Finance in 1998 and earning the prestigious Certified Financial Planner ® designation in 1999, Tim began his financial advisory career with Merrill Lynch Global Wealth Management. At Merrill Lynch, Tim specialized i...”

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Pines FG

“We understand that every client has a unique situation and we tailor our services accordingly. We provide comprehensive range of accounting, tax consulting and tax preparation services .”

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TTP Investments

“Since 1998, the firm has grown its assets under management to over $463 million by investing primarily in U.S. equities and fixed income markets and expanding its client base. TTP Investments' 26 years of investing experience has seen clients through...”

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Shum Financial Group

“When you follow a link to one of these sites, neither Shum Financial Group, Inc., nor any agency, officer or employee of the Shum Financial Group, Inc. warrants the accuracy, reliability or timeliness of any information published by these external si...”

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Boitano & Sargent

Payroll Services, Business Tax Returns, Financial Planning

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Andrews Financial Services

“Safeguard your family or business and enjoy more financial control during uncertain economic times. Discover how to leverage the New Type of Life Insurance for protection, flexibility, and control while LIVING. Our clients benefit from our life insur...”

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Dogpatch Wealth

(16)

Marriage
Individual
Addition

“I told Adam when I first met him and I still believe it now - those of us who don't have a ton of money to spare need to even more carefully safeguard every dollar.”

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CMA Financial Services

(3)

Financial Statements, Tax Resolution, Tax Planning

“I have trusted Colisa and the team for several years now.”

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Efficient Tax Solutions

(35)

Questions
Job
Expertise

“Excellent service , very professional, inspiring trust and solving tax related problems in the contra costa county, we are so grateful to have such great office where we know we will find am answer.”

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George Dimov CPA

(45)

Real Estate, Accounting, Audit

“Dhara completed my taxes and an amendment to them, which was due to an error with my employer, super quickly and kindly explained everything while answering all of my questions.”

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Bridgewater Certified Public Accountants

(23)

Quickbooks Services, Strategic Business Planning, Dental Practice Services

“If you don't have much experience performing your own tax work, have made mistakes, or have questions they will always do their best to make sure you receive the best quality of service.”

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B.o.l. Global

(37)

Bank Financing, Tax Planning, Strategic Business Planning

“He has been very knowledgeable, dedicated and trustworthy; and has done an excellent job preparing my taxes throughout my time working with him and his accounting firm.”

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Sunnyhill Financial

(47)

Loan Officer
Options
Responsive

“It was a long and complicated process but Jim was with us every step of the way -providing clarification, moral support and anything else we needed to close the deal.”

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Upscale Tax Professionals

(46)

Taxes TO GO APP

“Thank you Upscale for taking care of what I thought was a difficult situation and making it so easy,and keeping me up to date on everything that was being done .”

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Average Cost	$3371
Minimum cost	$1124
Maximum cost	$9549
Avg Per Hour Rates	$338

Best Financial Advisors in Alameda, CA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Alameda area.

Adelante Capital Management

Dunham Associates Cpas

Lawrence Accountancy Corporation

Rubicon Financial Partners

Asti Financial Management

Garrick Werdmuller

Clarity Wealth Advisors

Harness Tax - Lextax Team

Defined Financial Planning

E Demmler & Associates

Mansell Capital Management

Pines FG

TTP Investments

Shum Financial Group

Boitano & Sargent

Andrews Financial Services

Dogpatch Wealth

CMA Financial Services

Efficient Tax Solutions

George Dimov CPA

Bridgewater Certified Public Accountants

B.o.l. Global

Sunnyhill Financial

Upscale Tax Professionals

Retirement Planning and Investment Management Services in Alameda, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Alameda

Popular in Alameda