Emerge Financial Group - Oakland
Tax, accounting, and wealth management — built around your goals, backed by 30+ years of experience.
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Your Oakland Financial Team
What We Offer in Oakland
Emerge Financial Group's Oakland office is our main headquarters and the home base for the team that's guided individuals and businesses across Northern California for more than three decades. Whether you're an East Bay business owner navigating tax season or a family planning for retirement, our Oakland team brings the full range of Emerge Financial Group's services under one roof.
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• Strategic tax planning, preparation, and compliance for individuals and businesses.
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• Consulting, financial reporting, budgeting, forecasting, and cash flow management.
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Retirement planning, education planning, estate and legacy planning, and investment management.
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Strategies to preserve and grow multigenerational wealth.
Why Oakland Clients Choose Us
For over 30 years, our team has worked alongside Oakland-area businesses and families to build financial plans that hold up over time. We take the time to understand your full financial picture — then chart a roadmap built around your goals, not a one-size-fits-all template. Our clients stay with us because we treat their priorities as our own.
Visit Our Oakland Office
Emerge Financial Group — Main Office
7677 Oakport Street, Suite 1060
Oakland, CA 94621
Phone: 510-562-6355 | Fax: 510-217-6744
Get in Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.
Disclosures
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA insurance license #0E71420.
The Avantax family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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