california Date: 11-15-2025

Find the Best 18 Finance services in Oakland, CA (Part 2)

Explore the most finance services in in Oakland, CA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

	Banking & Credit	Address
1	World Financial Group Oakland	7901 Oakport St Suite 2800, Oakland, CA 94621
2	Edward Jones - Financial Advisor: Benjamin Blake, CFP®	5330 College Ave Suite 230, Oakland, CA 94618
3	Financial Avengers	827 Broadway, Oakland, CA 94607
4	Nor-Cal FDC	300 Frank H. Ogawa Plaza # 175, Oakland, CA 94612
5	LampPost Planning	20 Knoll Ridge Way Suite 2, Oakland, CA 94619
6	Money Management International	1901 Harrison St Ste 1100, Oakland, CA 94612
7	UNIFY Financial Credit Union	140 Frank H. Ogawa Plaza, Oakland, CA 94612
8	Liberty Group	411 30th St Second Floor, Oakland, CA 94609
9	Sungage Financial	1904 Franklin St suite 701, Oakland, CA 94612
10	Charles Schwab	180 Grand Ave, Oakland, CA 94612
11	Jubilee Tax & Financial Solutions	330 Franklin St Suite 250, Oakland, CA 94607
12	Morgan Stanley Financial Advisors	1999 Harrison St Suite 2200, Oakland, CA 94612
13	Ella Financial Advising LLC	5237 College Ave, Oakland, CA 94618
14	Falcon Bridge Capital LLC	1999 Harrison St #1575, Oakland, CA 94612
15	CAS Financial & Construction Group, Inc.	66 Franklin St Suite 300, Oakland, CA 94607
16	I Love Oakland	4096 Piedmont Ave, Oakland, CA 94611
17	Romar Wealth Management	600 Grand Ave #301, Oakland, CA 94610
18	Sierra Pacific Financial Advisors, LLC	1300 Clay St Suite 600, Oakland, CA 94612

1.World Financial Group Oakland

Address: 7901 Oakport St Suite 2800, Oakland, CA 94621

2.Edward Jones - Financial Advisor: Benjamin Blake, CFP®

Address: 5330 College Ave Suite 230, Oakland, CA 94618

(2) user ratings total:

Mellissa Barcelo My husband and I have been working with Ben for a couple of years now. What stands out to the two of us is that he immediately put us at ease. He has the ability to listen and ask thoughtful questions so that we reach our financial goals.

5 /5

3.Financial Avengers

Address: 827 Broadway, Oakland, CA 94607

(2) user ratings total:

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!!!

5 /5

4.Nor-Cal FDC

Address: 300 Frank H. Ogawa Plaza # 175, Oakland, CA 94612

(2) user ratings total:

Robert Jones Test, Test, Test

3 /5

5.LampPost Planning

Address: 20 Knoll Ridge Way Suite 2, Oakland, CA 94619

(18) user ratings total:

Maryam Qudus My husband and I have been working with Dustin for a few years now and he is the best! He has really helped us figure out how to budget our money and create structure with our finances. He is very patient, organized and thorough with his work and friends of ours who also work with Dustin have said the same. Can’t recommend him enough!

5 /5

6.Money Management International

Address: 1901 Harrison St Ste 1100, Oakland, CA 94612

(14) user ratings total:

Melissa Shore They have been very good about communication and making sure my debt was paid on time. Very friendly and make you feel valuable. Respectful, kind and an encouraging.

5 /5

7.UNIFY Financial Credit Union

Address: 140 Frank H. Ogawa Plaza, Oakland, CA 94612

(14) user ratings total:

Richard Hartnell Besides always getting superb service at the branches, UNIFY was always willing to jump through hoops for me. Leaving this review because they just jumped through a couple more hoops to deal with a complication re: my COVID stimulus check -- about half a year after Id closed my account.

5 /5

8.Liberty Group

Address: 411 30th St Second Floor, Oakland, CA 94609

(13) user ratings total:

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.

5 /5

9.Sungage Financial

Address: 1904 Franklin St suite 701, Oakland, CA 94612

(13) user ratings total:

Hammond Electric Sungage has been a staple finance options for our customers for years, their staff is very easy to work with, and are always super helpful!

5 /5

10.Charles Schwab

Address: 180 Grand Ave, Oakland, CA 94612

(11) user ratings total:

David Levitch The bank is online only. But the staff was friendly and able to solve a few of my needs. In general though, they want you to do everything online now.

4 /5

11.Jubilee Tax & Financial Solutions

Address: 330 Franklin St Suite 250, Oakland, CA 94607

(10) user ratings total:

Atinuke Uhuru An attentive financial professional with Outstanding service and support! Jubilee Tax & Financial Solutions has a "client first" approach. Dinese and her team went above and beyond to provide a customized financial solution to help me accomplish my goals. Thank you is simply not enough! Iraina-

5 /5