Oakland Financial Services

Professional

1. DeYoe Wealth…

Neighborhood: North Berkeley

Jonathan, the word "trust" immediately comes to mind ... and he's only fortified that opinion during the two years I've known him through a local business networking group. The professionals there also...

2. Samantha Dinh -…

Neighborhood: Montclair Village

They must have good relationships with other professionals such as CPA's and Estate Planning attorneys.  Samantha Dinh, of Edward Jones in Montclair Village possesses these traits and is also delightful...

3. Tax Ninja

Neighborhood: West Oakland

was a little out of line. I won't be using Matt again.   If you want good and cheap, Mat's probably as good as they get -- if you remember you get what you pay for. But if PROFESSIONAL is an element...

4. Washington Mutual

The tellers here are really nice and professional, this branch never has a line when I go it.  it is like a hidden secret....

5. Gateway Bank F S B

Neighborhood: Oakland Chinatown

Friendly, courteous professional service.  Good rates, opened new account, in and out 15-20 minutes....

More Professional in Financial Services »

Knowledgeable

1. State Farm Insurance…

Neighborhood: Downtown Berkeley

My husband and I use Cynthia for both my business insurance and for our personal insurance.  She and her staff are friendly and knowledgeable.  I compared her to other companies, and found that I got...

2. DeYoe Wealth…

Neighborhood: North Berkeley

to know Jonathan and his associates and we are very pleased with our professional relationship.   The team at this firm is very knowledgeable and we have been happy with our rate of return and results...

3. Financial Fitness…

and Paula does the tax returns.  Together, they keep track of which growth and tax issues need to be monitored on a quarterly basis.  Fees are reasonable and the advice is thoughtful and knowledgeable...

4. California Real…

He encourages your calls and makes everything as convenient and easy as possible for you.  His associates are equally knowledgeable and respected.  I highly recommend Calif Real Estate Finance....

5. Brother2Brother &…

Neighborhood: Lake Merritt

is genuinely interested in helping others.  He is passionate about helping and empowering people.  He is incredibly knowledgeable about tax breaks, and shares his wisdom with his clients in a way...

More Knowledgeable in Financial Services »