HomeCAOaklandFinancial ServicesInvestmentsInvestment Advisory ServiceInvestment Management

Investment Management in Oakland, CA

Info
About Search Results

Dexknows® - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local DexKnows directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. DexKnows advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

Sort by:
Default
Filter:
Refine
Sort by
Features
Infinity Financial Services gallery

7. Infinity Financial Services

Investment ManagementFinancial PlannersRetirement Planning Services
510-588-8000Call Now
Open hoursOPEN NOW - Closes at 4:00pm
Regular Hours
Mon - Fri:
Sat - SunClosed
17YEARS IN BUSINESS
Photos

Infinity combines the ease of online services with the value of advisor insight to deliver personalized financial plans and wealth manageme

Neighborhoods:
Central Oakland, Downtown Oakland
Amenities:
Wheelchair accessible
Payment method:
cash only
Merrill Lynch Wealth Management gallery

9. Merrill Lynch Wealth Management

Investment ManagementFinancial PlannersFinancial Planning Consultants
510-208-3800Call NowIcon - external linkVisit Website
Open hoursOPEN NOW - Closes at 3:30pm
Regular Hours
Mon - Fri:
Sat - SunClosed
110YEARS IN BUSINESS
Photos

Welcome to Merrill Lynch in Oakland, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Payment method:
check
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ gallery

22. Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™

Investment ManagementInvestmentsFinancial Services
510-522-2009Call NowIcon - external linkVisit Website
Open hoursHOURS
M-Th 8am-4:30pm, F 8am-2pm, Sa-Su Closed (By Appointment Only on Saturdays)
102YEARS IN BUSINESS
Photos

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement plannin

Neighborhoods:
West End, Marina Village
Payment method:
company card, visa
Edward Jones - Financial Advisor: Guy Ben Ari gallery

23. Edward Jones - Financial Advisor: Guy Ben Ari

Investment ManagementInvestmentsFinancial Planners
510-522-2009Call NowIcon - external linkVisit Website
Open hoursOPEN NOW - Closes at 5:00pm
Regular Hours
Mon - Fri:
Photos

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save f

Neighborhoods:
West End, Marina Village
Payment method:
master card, visa
Brands:
Alameda Financial Advisor, Funds Investment, Investment Management, Stock & Bond Broker
Phocas Financial Corp gallery

24. Phocas Financial Corp

Investment ManagementFinancial ServicesBookkeeping
510-523-5800Call NowIcon - external linkVisit Website
Open hoursOPEN NOW - Closes at 5:00pm
Regular Hours
Mon - Tue:
Wed:
Thu - Fri:
Photos

Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kev

Neighborhoods:
Marina Village, West End
PF Wealth Management Group gallery

25. PF Wealth Management Group

Investment ManagementFinancial Planning ConsultantsFinancial Services
510-986-0598Call NowIcon - external linkVisit Website
Open hoursOPEN NOW - Closes at 4:30pm
Regular Hours
Mon - Fri:
Photos

We are financial advisors that serve successful and success-minded individuals, families, and businesses. We offer investment management and financial planni

Neighborhoods:
Uptown, Central Oakland, Downtown Oakland