Daniel Y Wong
Business details
- Category
- Financial Services · Financial consultant
- Address
- 2001 Clayton Rd Fl 8, Concord, CA 94520
- Phone
- (650) 245-1234
- Website
- wfhm.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
For financial guidance in Concord, Daniel Y Wong is here to help. We are a financial consulting practice serving families and individuals across Concord and the wider East Bay.
Our work centers on helping clients think clearly about their money, from planning for the years ahead to making sense of the decisions in front of them. We take the time to listen to each client's situation and explain the options in plain language, so you can move forward with confidence.
Our approach is personal and unhurried, built on a relationship rather than a one-time transaction.
To learn more about how we can support your goals, visit our website.
Our work centers on helping clients think clearly about their money, from planning for the years ahead to making sense of the decisions in front of them. We take the time to listen to each client's situation and explain the options in plain language, so you can move forward with confidence.
Our approach is personal and unhurried, built on a relationship rather than a one-time transaction.
To learn more about how we can support your goals, visit our website.