Financial Services locations near Albany, CA

Showing 1–10 of 10 results

We track 10 financial services listings in and around Albany, CA, spread over 5 ZIP codes. Listings here were last checked in Oct 2026.

Edward Jones - Financial Advisor: LAN J Shaw

Investment Services

📍 2161 Allston Way Ste A, Berkeley, CA, 94704

📞 510-704-8854

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Rob Ooghe

Investment Services

📍 11760 San Pablo Ave Ste B Ste B, El Cerrito, CA, 94530

📞 510-237-3495

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Citi PWM

Financial Services

📍 1377 Solano Ave, Albany, CA, 94706

📞 510-526-5372

Cobalt Financial

Financial Services

📍 1323 Solano Ave, Albany, CA, 94706

📞 510-524-4528

Berkeley Insurance & Financial Services

Insurance

📍 555 Pierce St, Albany, CA, 94706

📞 510-984-0175

Updated Oct 2026

Asti Financial Management, LLC

Investment Management Services

📍 Serving Your Area, Berkeley, CA, 94706

📞 510-558-8557

🌐 www.astifinancial.com

Asti Financial Management, LLC is an independent, fee-based financial planning and investment management firm based in Berkeley, California. We provide financial planning and investment advisory services to individuals and small businesses in Northern California.