Auxi Asset Management

Business details

Category
Financial Services · Financial consultant, Financial planner, Investment company, Investment service
Address
402 Railroad Ave #201, Danville, CA 94526
Phone
(925) 954-4557
County
Contra Costa County

About

At Auxi Asset Management, we help clients in Danville and across the East Bay plan, grow and protect their wealth with thoughtful investment guidance. We work as financial consultants and planners, helping individuals and families make sense of their investment options and long-term goals.

Our services include investment management, financial planning and stock brokerage, all tailored to where each client is today and where they want to be. We take the time to understand your priorities, so the strategies we build reflect your own goals and comfort with risk.

Whether you are saving for retirement, building an investment portfolio or looking for a steady second opinion, we are glad to talk through your options.

Reach out to us by phone or stop by our office to schedule a conversation about your financial future.