Keywords: establishment,finance,point_of_interest

In Touch Financial Services LLC - Oakland (CA)

Address: 🏡 6465 San Pablo Ave # 1-1, Oakland, CA 94608
Phone : +1 (510) 653-8968

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJOVBcXk2Hj4ARBjp_jZHlR5M

Others Near Oakland,CA

  • Top 15 Financial Advisors in Oakland, CA

    09-2025 In Touch Financial Services LLC in Top 15 Financial Advisors in Oakland, CA
  • First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA - Piedmont
    Janet Thomson: Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time thats needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!
    Liberty Group - Oakland
    Jeff Wagner: We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.
    Ella Financial Advising LLC - Oakland
    MIller Larry: Very good planner fiirm
    Renew Financial Group LLC - Oakland
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    Precious Reese: Beware Florida PACE I entered into a PACE loan hoping to make my home more energy efficient, but what I got wasvhigh‑interest burden that is biting deep into my yearly property tax bill. The interest rate is steep, the disclosures were vague, and worst of all the loan holds “super‑lien” status over my mortgage — meaning falling behind could cost me my home. When I looked into complaints, I found thousands of people in my situation: senior citizens and ordinary folks who were misled, overcharged, or unaware of what they were actually signing. The bottom line: if you don’t want to be locked into paying way more than you bargained for, read every line, do the math, and consider alternatives. Florida PACE may promote green upgrades, but it’s doing so in a way that looks more like a long shark than a helping hand. Payoffs are extremely hard to process.Taking multiple attempts and it seems as though theyre doing it on purpose un order to rack up the interest rate. I will never ever use this company again. I also plan on putting a horrible review for best contractors ( the company I used to install the upgrades).
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    juanoaklnd: My name is Juan, JT Financial is highly experienced in tax preparation, I have been a client of Tonia for five years and have consistently received satisfactory results with my tax returns. I wholeheartedly recommend her services without hesitation .
    Apoyo Financiero Oakland - Oakland
    Queen Ramirez: Sandra is a bad representative for Apoyo Financiero she doesn’t want to help new customers with loans, she’s lazy and mis informed my mother on the documentation needed for her application, this is the third time we come in the office with documents and says we are missing more, what kind of people you want at your company ? This is not customer service! No more references to this place in my name. If you want a loan with Apoyo Financiero just go online because personal here are lazy and unprofessional.
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    Wendy Simone: I love Tom and Arthur. I have been working with them for 20 years. They are reliable, helpful and super fun. Their advice has saved me thousands of dollars. They are the best best best!!!
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