Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP®

Avail Insurance Solutions, Inc., an independent insurance broker and agency located at 6023 College Ave, Oakland, CA 94618, helps clients in California navigate homeowners, condo, and earthquake insurance. Clients praise thorough, professional service, time-saving research and responsive guidance. The team reviews options, sets up consultations, and handles insurer requests to secure competitive coverage.

Khidir Insurance Agency, located at 3114 San Pablo Ave in Oakland, CA, is praised for attentive leadership and a friendly, professional team. Clients report a smooth, fast, stress-free experience and responsive service from Khidir and staff like Emma. The agency provides reliable insurance solutions with clear guidance.

Modern Family Finance, located at 1999 Harrison St #1800 in Oakland, CA, offers fiduciary financial planning and consulting. Clients praise Jenni, Lisa, and Cathy for patient, thorough guidance that builds financial literacy and aligns money with personal goals. The open, nonjudgmental approach emphasizes clarity, tailored plans, and lasting empowerment for families navigating life changes.

SmallBizMaven Bookkeeping & Accounting Consulting in Oakland helps growing small businesses tame finances with tailored bookkeeping, payroll setup, and streamlined systems. Clients praise Blythe for preparedness, attention to detail, QuickBooks expertise, and patient guidance with SOPs. From cloud-based, paperless setups to fixing messy books and staff training, the firm emphasizes accuracy and fiduciary responsibility.

Based in Oakland at 4247 Piedmont Ave, Aman Deol CPA -Deol & Associates, Inc. earns high praise for knowledgeable, responsive and thorough tax and accounting services. Clients report stress-free tax preparation, effective multi-state support, and assistance with personal and business needs including payroll, licenses, and tax planning. The online process is convenient, and Aman is described as a trusted, proactive advisor.

Olivia Szelag - Realtor is an Oakland-area real estate professional located at 4379 Piedmont Ave, Oakland, CA 94611. Praised for punctuality, market insight, and clear guidance, she helps clients navigate the Bay Area housing market, find homes within reach, and close with confidence—including VA loan scenarios and competitive offers.