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Business Directory

Financial Services

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Chamber Member: Yes
1400 Moraga Road
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Contact Person: Teddi Alexander
Phone: 925-631-6801
Fax: 925-388-2384

 

 

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Chamber Member: Yes
346 Rheem Blvd Ste 205D
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Contact Person: Mons Cedercreutz
Phone: 925-2388610
Fax: 925-631-1044
Cell: 510-220-8878

Tax Planning, Consulting, Preparation and Representation for Individuals , Businesses and Estates

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Chamber Member: Yes
251 Lafayette Circle, Ste 200
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Contact Person: Eric Flett, CEO; Stewart McGuire, CIO
Phone: 925.962.1100

Premier personal wealth management firm in the East Bay

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Chamber Member: Yes
38 Freitas Dr
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Contact Person: Peggy Hall
Phone: 925.388.1040
Fax: 925 376-9493

Income Tax Solutions and representation for Individuals and Small Businesses, over 29 years experience, over 400 satisfied clients. We specialize in complex tax situations for individuals and small businesses. Trust and estate tax returns are no problem  We  prepare MultiState tax returns.

An Enrolled Agent is the only Federally licensed tax professional that specializes in taxes, is licensed across all states, and can represent tax payers to all levels of the State and Federal Governments. 

You can have confidence that we work for you, not the IRS.  That means we do our research and give you every legal tax deduction.

Member of California Society of Enrolled Agents, National Society of Enrolled Agnets, National Association of Tax Professionals, Fellow of National Tax Practitioner Institute. 

 

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Chamber Member: Yes
1640 School Street
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Contact Person: Glen Fuller
Phone: 925.631.9100 ext. 205

Investment Management Firm

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Chamber Member: Yes
Merrill Lynch - Oakland1111 Broadway 22nd Floor
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Contact Person: Justin Hurd/Sylvia Jorgensen
Phone: 510-208-3818
Fax: 510-269-4739

At Merrill Lynch, we take a dynamic and individualized approach to helping clients address their financial needs. One that combines knowledge, experience and acumen with a deep understanding not just of a client’s goals, risk tolerance, liquidity needs and objectives, but of their lives, family, interests, business, and passions. It’s an approach based on “know-how” and “know-you”, and truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future.

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Chamber Member: Yes
1460 Moraga Road Suite A
Website
Contact Person: Lori Sato
Phone: 925-631-1800

Union Bank provides Personalized Banking and Financial Planning Services as well as Business Banking Services

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