{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Lee Accountancy Group sets the personalized needs of their clients as their number one priority. Mr. Lee is extra knowledgeable. His genuine good natured humor, creates a very positive environment for all the members of his staff, who are kind, respectful, skilled, and attentive, in helping to make the whole tax preparation process as stress free, as possible.”
“Anne has been a rock-solid advisor to our family for decades. On taxes and real estate matters, she shares her experience and ensures we get the best outcomes possible. A sincere and detail-oriented practice, we have had no issues and have always felt taken care of.”
“Kudos to Eric Rheinheimer for being a professional enrolled agent who is knowledgable, courteous, and cares about his clients. He will return your calls or emails even if you've never met him. If you need financial and/or tax advice, look no further than info@rataxservices in Oakland.”
“First Class customer service. A classy and a very efficient modern bank yet a full-pledge broker dealer too. Offers Full array of financial products & services, with a unbiased portfolio recommendation. This is how personal banking should be. Been a long time customer. In short, gold standard Bar none!”
“We've been working with Greg Gilbert at Infinity Financial Services for 17 years. We've had great service, he always calls us back, makes good investments and we've been living off the dividends for all these years. We highly recommend this company if you're looking to invest.”
9:00 AM - 5:00 PM
2100 Lakeshore Ave a, Oakland
Financial Advising
“Wow! So my particular tax situation was a bit crazy and unique this year. I had multiple 1099s, W-2s, super weird tax forms I've never heard of before, issues with insurance, multiple states were involved, etc, etc, etc. To say the least, it was a mess. I knew that I was going to need some extra help this tax season -- but I couldn't just hire some schlub from H & R Block or Liberty (no offense). I needed the MacGyver of tax pros. Someone with true grit. That person is Elaine. She answered all of my questions and concerns in great detail. It was nice to feel confident filing taxes for once. She solved every problem with care and ease and would always go the extra mile. I was actually surprised by how smooth and painless the whole process was. Dealing with the IRS can be a bit nerve-wracking but I knew I was in good hands with Elaine and the wonderful staff at ATS on my side. Shirley helped out towards the end. She was as equally personable and professional as Elaine. I would definitely recommend her too. Judging from the other reviews it sounds like she's already a pretty well-established and revered tax pro. Alameda Tax Services is a breath of fresh air. We live in a world where local businesses are dying, especially in the Bay Area. These people are great at what they do and they don't charge an arm and leg for their expert services. Aside from their expert services they're absolutely delightful people to be around. Just sayin' maybe check out ATS next tax season. Never thought I'd look forward to filing taxes... tl;dr Alameda Tax Services is Awesome!”
9:30AM - 6:30PM
4300 International Blvd Suite A, Oakland
Financial Advising
“I am satisfied with the service, they solved me quickly and effectively, they serve you with a smile, the staff is very trained and professional. And the Manager is a very capable person who helps you with all your questions and gives you financial information.”
8:30AM - 5:30PM
1880 Pleasant Valley Avenue, Oakland
Financial Advising
7:30AM - 3:30PM
1111 Broadway 22nd Floor, Oakland
Financial Advising
“I applied for a Merrill Edge stock trading account 2 years ago. I was hesistant at first because of some unfavorable reviews. Instead I have not experienced any problems at all with my stock trading. No problems with the mobile app either. A relatively low account balance earns you 100 free trades per month. No other broker offers that. The Merrill Edge desktop website is fast, highly legible and everything is easy to find whereas TD Ameritrade's desktop website is slow, cluttered and important information is buried deeply, plus you pay $6.95 for all that misery. I will admit TD's mobile app is the best in the business in terms of legibility.”
7:30AM - 3:30PM
1111 Broadway 22nd Floor, Oakland
Financial Advising
7:30AM - 3:30PM
1111 Broadway 22nd Floor, Oakland
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!”