Financial Advising in Alameda, CA
3 locations found near Alameda
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Financial Advising
9:00 AM - 12:00 PM
1151 Harbor Bay Pkwy, Alameda
Financial Advising
“Amazing person and super knowledgeable. She is straightforward and personable. I could not say enough how much Charlotte has change my mindset on tax returns. I used to dread this time of year but she has made the process enjoyable and now I look forward to taxes and my return each year. 100000% would recommend Charlotte!”
Financial Advising
“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”
“SHE IS THE BEST! Samantha has been our family advisor for over a decade and I cannot sing her praises more. She has patiently helped us with building wealth for our retirement and for our kids as they became adults. She has advised us with retirement accounts, living trusts, mortgage refinance and is always there, having done her research, to address any and all questions about buying stocks and emerging markets. She is forever friendly, informed, and forever professional. We would not be where we are today without her.”