Financial Advisors
Berkeley, CA
North Berkeley Wealth Management is an independent financial advisory firm serving Berkeley and the surrounding Bay Area. They provide comprehensive wealth management, investment management, and financial planning services to help clients build and preserve wealth. Their independent status means they work in clients' best interests without conflicts of interest from large financial institutions.
Ideal for: Affluent professionals, retirement planning clients, individuals seeking independent investment advice
Service area: Berkeley and surrounding San Francisco Bay Area
Independent Firm: As an independent financial advisor, North Berkeley Wealth Management is not tied to large institutions, allowing them to provide unbiased advice tailored to each client's unique situation.
Comprehensive Approach: They offer full-service wealth management including investment management, financial planning, and retirement strategy in one place.
Address: 1995 El Dorado Ave, Berkeley, CA 94707
Phone: (510) 528-5820
Website: northberkeleywealth.com
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