Financial
Manta has 341 businesses under Financial in Walnut Creek, CA
Featured Company Listings
CLAIMED
401(k) Rollovers
IRAs-Traditional, Rollover, Roth, Etc.
Managed Accounts
Fee Based, Independent Advisor
Real Estate
LPL Financial is the largest independent broker/dealer in the United States with over $280 billion in assets under management. Here at LPL, we specialize in developing close relationships with our clients and crafting solid investment strategies that fit each individual. Once we partner with a client, we pride ourselves on maintaining that partnership by staying in touch and continuously updating your investments. Our clients have come to expect and appreciate the high degree of professionalism and proficiency with which they are treated. In times like these, our clients find it very reassuring to have a financial professional on their side; someone who is watching the markets all day long and is looking out for their best interests.
2950 Buskirk Avenue, Suite 300
Walnut Creek, CA
(925) 429-5226
CLAIMED
Categorized under Mortgage bankers
I provide affordable home loans that best suit your needs, whether you're buying or refinancing a home. I work with over 100 lenders to find the best option for you. I provide you with your own personal website with payment, interest rate, and closing costs information. I explain your options in simple terms, so you understand what you're getting
1407 Oakland Blvd., Ste 108
Walnut Creek, CA
(888) 883-3222
CLAIMED
Owner Retirement Planning
Financial Services
Personal Financial Planning
Key-person Insurance
Business Insurance
Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life to help ensure their money is working for them efficiently and with the least risk possible.
A Certified Financial Planning firm with more than $175 MM in assets under management, we have 30 years of experience and two locations in the North and East Bay areas. Our services include:
INVESTMENT MANAGEMENT
- Tactical Asset Allocation
- Risk and Volatility Minimization
BUSINESS
- Succession Planning
- Employee Benefits
- Business Financial Planning
- Key-Person Insurance
- Owner Retirement Planning
PERSONALIZED FOR YOUR LIFE
- Retirement Planning
- Financial Planning
- Change in Career
- Family Change
- Tax Minimization
- Help with Major Sale or Purchase
- Cash Flow Optimization
- Insurance
- Estate Planning Coordination
- Charitable Giving
Kelly Crane, CFP®, CLU, CFA, and Earl Knecht, CFP®, Registered Principals, offer securities and some advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Some advisory services offered through Napa Valley Wealth Management. Cetera is under separate ownership from any other named entity. Kelly Crane, CA insurance license number 0668025. Earl Knecht, CA insurance license number 0D32555.
CLAIMED
Personal Loans
Pink Slip Loans
Car Title Loans
Auto Title Loans
Personal Loan Services
Getting an instant loan in Walnut Creek has never been easier. We at Direct Title Loans provide risk-less loans with reduced interest rates. If you own a car you can apply for a car title loan and get $2,600 to $20,000. The application process is very simple - just call (925) 338 7750 of fill in the online form, and the cash will be yours within an hour.
500 Ygnacio Valley Road, Suite 490
Walnut Creek, CA
(925) 746-6560
CLAIMED
Stock Broker
Stifel, Nicolaus & Company, Incorporated is a full-service brokerage and investment banking firm established in 1890 and the principal subsidiary of Stifel Financial Corp. The Company provides securities brokerage, investment banking, trading, and investment advisory.
CLAIMED
Trust Administration
Financial Planning Services
Investment Management
Retirement Planning Services
Golden Gate Advisors, Inc. is an independent fee-based fiduciary financial planning and investment firm that delivers peace of mind to entrepreneurs and their families. Our experienced advisors work to protect and increase our clients' assets while providing for their comfortable retirement, their legacies and the retirement needs of their employees.
1966 Tice Valley Road, Suite 309
Walnut Creek, CA
(925) 482-6590
CLAIMED
Corporate Tax Planning Services
Estate Planning Consulting Services
Educational Financial Aid Services
Financial Services
Financial Planning Services
Saranap Wealth Advisors is a Fee-Only CERTIFIED FINANCIAL PLANNER™ that will assist you in all areas of financial planning. In addition to investment management, we review and make recommendations on your Estate Planning documents, Insurance coverage, Retirement Benefits, and Tax situation. We pride ourselves on working closely with our clients to to help them achieve their lifetime financial goals.
1600 South Main St Suite 105
Walnut Creek, CA
(925) 939-5626
CLAIMED
Credit Unions
Financial Planning Services
Do you or an immediate family member work for Kaiser Permanente in Northern California?
OR
Are you an immediate family member of a current member of Kaiperm Diablo Federal Credit Union?
If you answered YES to either of these questions, then YES you are eligible to become a member of KDFCU!
CLAIMED
Categorized under Financing: automobiles, furniture, etc., not a deposit bank
2Go Advisory Group provides C-level executives and board directors the talent, advice, and support they need on an “as needed” basis to design and execute flexible, expert, operational solutions for our customers.
Count on our C-suite team to help you customize a solution to fit your exact need. If your business lacks special expertise or capacity in-house to address a specific need, we’ll be there. If you seek a flexible solution to expand or enhance your in-house talent, we have it. Rather than working with both traditional consultants or recruiting firms simultaneously and separately, you have with us one source. We mesh both into an efficient team to execute with greater flexibility, coordination, efficiency and lower cost.
Our cross-functional C-level team collaborates to ensure every client gets comprehensive, coherent solutions that are timely and cost-effective and produce value for their business.
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Categorized under Investment advice
The Walnut Creek, CA, team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of its clients and their unique situations, regardless of complexity. Every financial plan is carefully crafted, tailored with compassion, and built to handle whatever life brings.
All Company Listings
CLAIMED
Categorized under Personal Holding Companies, Except Banks
590 Ygnacio Valley Road
Walnut Creek, CA
(925) 234-1912
CLAIMED
Categorized under Mortgage bankers and loan correspondents
CLAIMED
Debt Counseling
Tax Consultants
Debt Relief Agencies
Call now to compare & save. Glad to inform you that we are local authorized dealer of company.
CLAIMED
Categorized under Investment advice
The Walnut Creek, CA, team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of its clients and their unique situations, regardless of complexity. Every financial plan is carefully crafted, tailored with compassion, and built to handle whatever life brings.
CLAIMED
Categorized under Non-Bank Holding Companies
CLAIMED
Categorized under Financial Planning Consultants
CLAIMED
401(k) Rollovers
IRAs-Traditional, Rollover, Roth, Etc.
Managed Accounts
Fee Based, Independent Advisor
Real Estate
LPL Financial is the largest independent broker/dealer in the United States with over $280 billion in assets under management. Here at LPL, we specialize in developing close relationships with our clients and crafting solid investment strategies that fit each individual. Once we partner with a client, we pride ourselves on maintaining that partnership by staying in touch and continuously updating your investments. Our clients have come to expect and appreciate the high degree of professionalism and proficiency with which they are treated. In times like these, our clients find it very reassuring to have a financial professional on their side; someone who is watching the markets all day long and is looking out for their best interests.
CLAIMED
Categorized under Mortgage Brokers Arranging for Loans, Using Money of Others
Wallstreet Mortgage Company is a full service mortgage brokerage offering expertise in every area of mortgage lending including purchase loans, refinance, equity loans, second mortgages, land loans and construction financing. We have access to over 100 lenders that allows us to provide competitive rates, terms and costs to meet our clients' needs. Throughout the lending process we provide regular loan updates and progress reports so clients know the status of their loan. Using our Mortgage Manager service, we can alert clients to the proper time to consider refinancing their property, based on current interest rates and their specific needs.
Wallstreet Mortgage Company also provides financing for income and commercial properties such as apartments, office buildings, medical office facilities, industrial buildings, retail properties and mini-storage facilities. Loans available include construction financing, take-out financing, purchase and acquisition loans and refinance loans. Our territory for income and commercial loans covers the western United States.
It is our pleasure to offer all of our exceptional mortgage services online. Through Wallstreet Mortgage Company you not only have access to the best loans available in the marketplace, but you can review loan alternatives, and even apply for a loan, at your convenience, online - 24 hours a day.
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Categorized under Banks
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Categorized under Bank Holding Companies
100 Pringle Ave, Suite 650
Walnut Creek, CA
(888) 322-6534
CLAIMED
Categorized under Investment advisory service
2950 Buskirk Avenue, Suite 300
Walnut Creek, CA
(925) 429-5226
CLAIMED
Categorized under Mortgage bankers
I provide affordable home loans that best suit your needs, whether you're buying or refinancing a home. I work with over 100 lenders to find the best option for you. I provide you with your own personal website with payment, interest rate, and closing costs information. I explain your options in simple terms, so you understand what you're getting
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Mutual of Omaha Mortgage, a Mutual of Omaha Insurance family company, is a leading residential mortgage provider that is committed to helping their clients protect what they care about and achieve their financial goals. Mutual of Omaha Mortgage is licensed to operate in 48 states and offers an array of home loan products at competitive rates. The company's commitment to delivering a 5-star experience for every customer has allowed them to become one of the fastest-growing residential mortgage providers in the country. Mutual of Omaha Mortgage has an A+ rating from the Better Business Bureau.
CLAIMED
Categorized under Mortgage bankers
1407 Oakland Blvd., Ste 108
Walnut Creek, CA
(888) 883-3222
CLAIMED
Owner Retirement Planning
Financial Services
Personal Financial Planning
Key-person Insurance
Business Insurance
Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life to help ensure their money is working for them efficiently and with the least risk possible.
A Certified Financial Planning firm with more than $175 MM in assets under management, we have 30 years of experience and two locations in the North and East Bay areas. Our services include:
INVESTMENT MANAGEMENT
- Tactical Asset Allocation
- Risk and Volatility Minimization
BUSINESS
- Succession Planning
- Employee Benefits
- Business Financial Planning
- Key-Person Insurance
- Owner Retirement Planning
PERSONALIZED FOR YOUR LIFE
- Retirement Planning
- Financial Planning
- Change in Career
- Family Change
- Tax Minimization
- Help with Major Sale or Purchase
- Cash Flow Optimization
- Insurance
- Estate Planning Coordination
- Charitable Giving
Kelly Crane, CFP®, CLU, CFA, and Earl Knecht, CFP®, Registered Principals, offer securities and some advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Some advisory services offered through Napa Valley Wealth Management. Cetera is under separate ownership from any other named entity. Kelly Crane, CA insurance license number 0668025. Earl Knecht, CA insurance license number 0D32555.
CLAIMED
Categorized under Financial Advisory Services
CLAIMED
Personal Loans
Pink Slip Loans
Car Title Loans
Auto Title Loans
Personal Loan Services
Getting an instant loan in Walnut Creek has never been easier. We at Direct Title Loans provide risk-less loans with reduced interest rates. If you own a car you can apply for a car title loan and get $2,600 to $20,000. The application process is very simple - just call (925) 338 7750 of fill in the online form, and the cash will be yours within an hour.
1990 N California Blvd Ste 830
Walnut Creek, CA
(925) 232-6011
CLAIMED
Categorized under Financing Consultants
CLAIMED
Tax Return Services
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Categorized under Tax Return Preparation and Filing
500 Ygnacio Valley Road, Suite 490
Walnut Creek, CA
(925) 746-6560
CLAIMED
Stock Broker
Stifel, Nicolaus & Company, Incorporated is a full-service brokerage and investment banking firm established in 1890 and the principal subsidiary of Stifel Financial Corp. The Company provides securities brokerage, investment banking, trading, and investment advisory.
CLAIMED
Categorized under Loans
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Categorized under Machinery and Equipment Finance Leasing
First Capital is an independent direct lender focused on equipment leasing / financing for small to medium sized businesses nationally. We offer some of the most comprehensive and competitive equipment financing programs in the industry and have the ability to quickly and efficiently fund new financing requests between $10,000 and $10,000,000. First Star has become an established firm that has financed thousands of different businesses across the country and has funded hundreds of millions of dollars' worth of commercial trucks & capital equipment.
Over the years First Star Capital has built a team of highly trained professionals who are dedicated to timely actions and the ultimate success of our customers. Call First Star Capital today to see how we can secure Tomorrow's Growth Today.
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Categorized under Financial Document Information Services
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Categorized under Loan Agents
Online Bad Credit Loans in Walnut Creek helps you get the money you need for any purpose - and get it quite fast! That's because unique credit guidelines give borrowers with any credit background (or no credit at all) to get the money they need as quickly as possible without a lot of waiting. Once your request is approved, there are no restrictions as to how you will spend the money. If you need money urgently and don't know where to turn, contact one of our friendly customer service agents for more information on loans for people with bad credit! There is no charge to obtain an offer from a lender, and you are under no obligation to sign anything.
101 Ygnacio Valley Road Suite 108
Walnut Creek, CA
(925) 239-8199
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Ready to Start Living your life without the hassle of a monthly mortgage payment? Our qualified Reverse Mortgage professionals can help you keep ownership of your home without ever having to make another monthly mortgage payment again!
CLAIMED
Loans
Trust Car Title Loans offers secured loans to everyone. Apply today for a loan, no matter what is your credit score.
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Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Walnut Creek H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Walnut Creek, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
Trust Administration
Financial Planning Services
Investment Management
Retirement Planning Services
Golden Gate Advisors, Inc. is an independent fee-based fiduciary financial planning and investment firm that delivers peace of mind to entrepreneurs and their families. Our experienced advisors work to protect and increase our clients' assets while providing for their comfortable retirement, their legacies and the retirement needs of their employees.
CLAIMED
Categorized under Loan Agents
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Categorized under Federal Savings Banks
1440 Maria Lane, Suite 210
Walnut Creek, CA
(925) 977-8210
CLAIMED
Accounts Receivable Financing Services
Letters Of Credit
Money Order Service
1966 Tice Valley Road, Suite 309
Walnut Creek, CA
(925) 482-6590
CLAIMED
Corporate Tax Planning Services
Estate Planning Consulting Services
Educational Financial Aid Services
Financial Services
Financial Planning Services
Saranap Wealth Advisors is a Fee-Only CERTIFIED FINANCIAL PLANNER™ that will assist you in all areas of financial planning. In addition to investment management, we review and make recommendations on your Estate Planning documents, Insurance coverage, Retirement Benefits, and Tax situation. We pride ourselves on working closely with our clients to to help them achieve their lifetime financial goals.
CLAIMED
Categorized under Mortgages
At Finance of America Mortgage, we get that earning the trust of our customers means more than just doing the paperwork – it means becoming a partner. We’re committed to providing the most innovative technology and service, but always with a personal touch
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