City National Bank - Oakland

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

Mumy Financial Advisors, LLC

Mumy Financial Advisors, LLC is an independent financial advice provider specializing in helping individuals and businesses understand their financial solutions. Our team of professionals have the knowledge and expertise to provide advice on asset allocation and diversification, cash flow analysis, education expenses, estate planning, financial planning, insurance analysis, and retirement strategies. We strive to create tailored plans that best suit each individual's or business's unique situation, ensuring that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy to review existing policies and determine if they are providing the right amount of coverage. At Mumy Financial Advisors, LLC, our experienced advisors can provide you with the guidance you need to make informed decisions about your finances. We will work with you to develop a plan that takes into account your current resources and future goals. Whether you are an individual looking to plan for retirement or a business seeking to optimize investments, we will be with you every step of the way. With our help, you can feel confident and secure in your financial future.

Pure Financial Advisors

Pure Financial Advisors, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they are held to the highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our clients can trust that our services are unbiased and in their best interests. Our team of financial advisors are dedicated to helping you achieve your retirement goals. We provide tailored plans based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our goal is to create a strategy that will reduce your tax burden and help you protect and grow your wealth.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a financial services firm that provides a range of services to help individuals and businesses achieve their financial goals. Our services include financial planning, wealth management, investment management, retirement planning, asset management, tax planning, estate planning, diversification analysis, risk tolerance analysis, hedging strategies, tax compliance, net worth calculation, needs analysis, education planning, and insurance planning. We strive to provide our clients with comprehensive advice to help them make informed decisions about their finances. Our team of qualified professionals is dedicated to helping our clients reach their goals and secure their financial future. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Deerfield Financial Advisors

Deerfield Financial Advisors, Inc. provides professional financial advice to help individuals and couples plan for retirement, navigate life's surprises and financial challenges, and create a lasting legacy. Since 1985, it has grown to be one of the leading financial planning firms in the Midwest. It specializes in assisting business owners anticipating a liquidity event, those recently divorced or widowed, entrepreneurs and executives wishing to diversify their holdings, families seeking to transfer wealth to later generations, and those who have recently received an inheritance. The firm is dedicated to helping its clients reach their financial goals and ensure a secure future.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.