Financial Advising in Berkeley, CA
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3 locations found near Berkeley
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825 Page St, Berkeley CA 94710
“Several years ago, my wife and I decided that now that we are retired, we needed a financial advisor. After a tedious search, we chose ACA after meeting Robby, one of the managing partners. Robby has had a significant positive impact on our own and family’s lives beyond the financial returns.”
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1995 University Ave #100, Berkeley CA 94704
“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”
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1995 University Ave Suite 120, Berkeley CA 94704
“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”
