Concierge Financial Services
Are you looking for a higher level of financial consulting services? Nothing is more important the personalized service and planning. In our busy world, we are bombarded daily with auto-dialers calling us, Robo investment advertisements and a general lack of attention. If you looking for a higher level of Financial Planning and Consulting, please let us know. Our concierge clients received personalized, daily market information every morning and evening, portfolio alert, online chats, texts from us and regular phone calls. Our standard for service is the highest in the industry and we know you will enjoy every aspect of our Concierge Financial Consulting and Advising.
To learn more, please contact Yvette Mays, Operations Manager at 925-314-8500.
- IRA’s
- SEP-IRA’s
- Brokerage Accounts
- 529 College Savings Plans
- 401(k) Rollovers
- Corporate 401(k) Plans
- Profit Sharing Plans
- Savings Plans
