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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)

Certified Public Accounting

“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)

“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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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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Asti Financial Management

(2)

Hourly Only Planning, Comprehensive Financial Planning

“Their advice was very reasonable and suggested more than a few ways to manage our money we wouldn't have even thought of.”

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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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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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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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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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TTP Investments

“Since 1998, the firm has grown its assets under management to over $408 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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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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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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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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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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Boitano & Sargent

Payroll Services, Business Tax Returns, Financial Planning

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Longsplice Investments

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Lavelle Law Offices

(8)

Questions
Email
Team

“I haven't had to acquire many lawyers in my life but I would imagine that finding one that is compassionate, caring and also actively engaged in their profession isn't easy to find.”

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Efficient Tax Solutions

(34)

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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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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George Dimov CPA

(47)

Real Estate, Accounting, Audit

“I had very complex tax issues to solve, from living/working in another country to buying/selling employee incentive stock options to working from home.”

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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

C-J Advisory

Global Wealth Partners

Asti Financial Management

Garrick Werdmuller

Clarity Wealth Advisors

Defined Financial Planning

Mansell Capital Management

Pines FG

The Family Wealth Consulting Group

TTP Investments

E Demmler & Associates

Andrews Financial Services

Shum Financial Group

Harness Tax - Lextax Team

Boitano & Sargent

Longsplice Investments

Lavelle Law Offices

Efficient Tax Solutions

Bridgewater Certified Public Accountants

B.o.l. Global

George Dimov CPA

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