We are a financial services consultancy dedicated to providing innovative, practical, and executable business strategies that enable leading financial firms to maintain competitive advantage and capitalize on evolving market trends and dynamics. Patpatia & Associates provides a full spectrum of consulting services to provide strategic planning and clear, executable tactics to address the dynamic and challenging issues facing the financial services industry today. Our firm specializes in both: * Designing innovative strategies to streamline and grow new or existing businesses * Identifying and executing upon new business opportunities in across global markets
Bartle Wells specializes in securing financing for municipal water, wastewater and other projects and in preparing utility user fee studies.
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Chang & Associates offers their clients traditional tax, accounting, and bookkeeping services as well as a wide array of consultation services related to continuous financial improvements. Their team serves businesses in a wide range of industries that include: engineering firms, construction companies, general contractors, and more.
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What makes my business unique is its ability to transform lives and promote financial stability through personalized business and personal credit consulting services making a lasting, positive impact.
Our group of financial advisors located in Berkeley, CA, create and implement customized financial plans based on the proper understanding of our clientele's values, beliefs and priorities, We help our clients pursue their life goals through comprehensive wealth management and financial planning expertise.
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