DABK Financial Planning Services
Business details
- Category
- Financial Services · Financial planner
- Address
- 1007 Villa Nueva Dr, El Cerrito, CA 94530
- Phone
- (510) 558-9208
- Website
- dabk.com
- County
- Contra Costa 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: 9 AM–5 PM
- Sunday: Closed
About
For financial planning in El Cerrito and across Contra Costa County, DABK Financial Planning Services is here to help you reach the goals that matter most to you. We begin with a life planning and values exercise, so every recommendation is grounded in what you want your money to do for you, not just in numbers.
Our approach covers annual financial reviews, investment allocation, guidance on specific real estate decisions, and planning for small business owners. We offer a thorough financial health check-up, so you can get your questions answered and learn a great deal without committing to a costlier plan.
Clients often tell us they value advice that is focused and specific to their situation, delivered at a reasonable fee. Our team is a Certified Financial Professional, which means we bring planning expertise well beyond investment advice.
If you are ready for clear, trustworthy guidance, book through our website or give us a call to get started.
Our approach covers annual financial reviews, investment allocation, guidance on specific real estate decisions, and planning for small business owners. We offer a thorough financial health check-up, so you can get your questions answered and learn a great deal without committing to a costlier plan.
Clients often tell us they value advice that is focused and specific to their situation, delivered at a reasonable fee. Our team is a Certified Financial Professional, which means we bring planning expertise well beyond investment advice.
If you are ready for clear, trustworthy guidance, book through our website or give us a call to get started.