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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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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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Dunham Associates Cpas

(9)

Business

“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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Asti Financial Management

Hourly Only Planning, Comprehensive Financial Planning

“We have been helping clients in the Bay Area and across the country achieve their goals since 2006. We are unique in the financial planning industry because we charge an hourly rate for our services. This allows us to work with clients from all walks...”

Featured

We end the year with inflation above 7% and the stock market below 15% (and still declining). The Federal Reserve Bank has worked very hard this year to bring inflation down from its peak above 11%. Unfortunately, the end does not appear to be in sight. We’ve counseled clients to stay invested and ride this out. And that is very hard to do! As the year ends, let’s look at some lessons we’ve learned from the markets.

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C-J Advisory

USA Retirement Savings Plan, Executive Benefits, Actuarial and Consulting

“Machine Readable Files These linkslead to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and he...”

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Global Wealth Partners

(1)

“We knew very little about making investments but Brian was able to suggest some relatively simple and safer short and long term investment options that we would have never thought of doing on our own.”

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Boitano & Sargent

Payroll Services, Business Tax Returns, Financial Planning

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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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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...”

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The Family Wealth Consulting Group

“The Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses. The Professional Team at FWCG prides themselves on always being available to in...”

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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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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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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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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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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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TTP Investments

College Planning, Financial Planning, Portfolio Management

“Since 1998, the firm has grown its assets under management to over $321 million by investing primarily in U.S. equities and fixed income markets and expanding its client base. TTP Investments' 25 years of investing experience has seen clients through...”

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Longsplice Investments

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CMA Financial Services

(2)

Financial Statements, Tax Resolution, Tax Planning

“Amazing team with great response time and all around good company to do business with.”

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Bridgewater Certified Public Accountants

(25)

Quickbooks Services, Strategic Business Planning, Dental Practice Services

“Bridgewater is an amazing CPA firm, they exceeded my expectation and helped my business develop systems and processes that allowed me to move to the next level.”

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Efficient Tax Solutions

(26)

Expertise
Job
IRS

“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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B.o.l. Global

(28)

Bank Financing, Tax Planning, Strategic Business Planning

“In addition, I asked Tony to review my tax returns that I did on my own in prior years and we found additional money that I should have received due to my own errors.”

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George Dimov CPA

(19)

Real Estate, Accounting, Audit

“For my US tax returns this year, I needed someone experienced with handling foreign tax credit, tax implications of remote work and multi-state returns.”

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Books in Balance

(4)

Cash Flow and Budgeting, Small Business Start-Ups and Restructuring, Financial Analysis

“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”

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Monroe Wealth Management

(24)

Meeting
Tech
Strategy

“I had invested money with another company and only by working with Glen did I realize that I had been sold products that were costing me on-going fees and not meeting my goals.”

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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

Lawrence Accountancy Corporation

Dunham Associates Cpas

Asti Financial Management

C-J Advisory

Global Wealth Partners

Boitano & Sargent

Pines FG

Defined Financial Planning

The Family Wealth Consulting Group

Clarity Wealth Advisors

Mansell Capital Management

E Demmler & Associates

Garrick Werdmuller

Andrews Financial Services

TTP Investments

Longsplice Investments

CMA Financial Services

Bridgewater Certified Public Accountants

Efficient Tax Solutions

B.o.l. Global

George Dimov CPA

Books in Balance

Monroe Wealth Management

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