Alan J. Statman dba Trust Matters
Business details
- Category
- Financial Services · Financial consultant
- Address
- 4096 Piedmont Ave #559, Oakland, CA 94611
- Phone
- (510) 593-3663
- Website
- trustmatters.us
- Neighborhood
- Piedmont Avenue
- County
- Alameda County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you need help organizing your estate or guidance on your long-term financial picture, Alan J. Statman dba Trust Matters offers financial consulting tailored to you. We work with individuals and families across Oakland and throughout Alameda County, helping them make sense of the financial decisions that matter most.
Our consultations focus on understanding your goals, your current situation, and the steps that will move you forward with confidence. We take the time to explain each option clearly, so you can make informed choices at your own pace.
Serving clients from our Piedmont Avenue location, we aim to be a steady, approachable resource for both new and long-standing clients.
Visit our website to learn more about how we can help you plan ahead.
Our consultations focus on understanding your goals, your current situation, and the steps that will move you forward with confidence. We take the time to explain each option clearly, so you can make informed choices at your own pace.
Serving clients from our Piedmont Avenue location, we aim to be a steady, approachable resource for both new and long-standing clients.
Visit our website to learn more about how we can help you plan ahead.