Find the Best 15 Finance services in Oakland, CA

Diana Paino Excellent company. I had no way.to get HVAC tried for 9 years. What a pleasure.to finally have HVAC as the windows ones just didnt work well. Thank you!

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 .

Hyoung Jun Kim great customer service !

Don Sardella I have received exceptional care and service since my initial conversations with Tiffany and our consequent follow up coaching discussions. I am so glad my wife and I found her, given how much value and up-to-date wisdom she brings. Tiffany is friendly, attentive and very professional. I’ve experienced Tiffany to have an ability to quickly zero in on the essence of our financial situations and then partner with us to bring real-world clarity and strategy to our much needed financial solutions. She loves what she does and she has a heart to educate and to serve – totally a win-win relationship. Tiffany is extremely current and knowledgeable in her field, respectful, honest, fair and client focused. I recommend her in a heartbeat (have actually done so to hundreds of people) – she offers a free 30 minute consult, jam packed with value. Check her out. See for yourself. We definitely look forward to continuing to work on improving our finances with Tiffany!! Thank you, Tiffany!!

gatrics perine Very friendly, puts customers at ease! Friendly atmosphere. Ms. Ali and company are A-1! Ive been a faithful and loyal customer for the past 18yrs!!!

Lyz Luke Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If youre looking for a financial partner thats also someone who has your back, please dont hesitate to reach out to her today.

Daniela Carpio I’ve been coming to E&P to have my taxes done for years now! Every time they are trustworthy, efficient, and will have your return done right. I don’t live in Oakland anymore but I’m still able to have them do my taxes. I’m beyond grateful . Thank you again! See you next year.

Kimaree Solomon Upon arrival to this check cashing location I was greeted with warm smiles and a helpful attitude from Janice. She was very pleasant and patience with me while going through the process of receiving my funds that I needed for an urgent matter. I truly appreciate her customer service.

Mike G. Vanessa and her team were diligent, attentive, and tireless in their search to help us find the right house for our family. Thanks to her we were able to get an amazing home at a discount on one of the most overpriced real estate markets in history. Rodney went above and beyond to help us find a mortgage program that worked for our family. Hes a true specialist with deep industry knowledge and access. We felt informed and supported every step of the way. We are forever customers of this amazing team.

Shad Mishu We were referred to Mayra at TMC through a trusted source. Mayra returned our phone after hours and most importantly, listened to our problems and helped us come to a solution. She was courteous, professional, and quick in response. We highly recommend Mayra and TMC for lending needs. Thank you again.

mariam rashid Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!

Rebecca Jardine Applying for an SBA loan is never an easy or quick process. However, Bryce and Cindy held my hand and took me through the process step-by-step from start to finish and made sure all the I’s were dotted & T’s were crossed. They were super quick to respond to emails and phone calls. Everything finally got approved & funded and I ended up getting a great rate! I am very appreciative of the very thorough and detailed help they both gave me throughout this process.

Matt Renner 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.

Nick Postner Dont go there! Today is 3/16/21. I have not received tax return for 2019 or any stimulus checks! Because I did my tax of 2019 with this dude. He should kick out of the business! Non-license scammer!

Juan Del Toro Im satisfied with the service. They resolved my issues quickly and effectively. They serve you with a smile. The staff is highly trained and professional. And the manager is very knowledgeable and helps you with all your questions and provides financial information.