Effective Assets
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 1510 Walnut St Ste e, Berkeley, CA 94709
- Phone
- (510) 549-8780
- Website
- effectiveassets.com
- County
- Alameda County
About
Protecting your savings, growing your income, and planning for retirement are what we help with at Effective Assets. We are a financial planning and life insurance practice serving Berkeley and the wider East Bay.
Our work covers personal financial planning, investment guidance, and life insurance options tailored to each household's goals. We take the time to understand where you are today and where you want to go, then build a plan around those priorities.
Whether you are just starting to save or refining a long-term strategy, we aim to make the process clear and manageable.
Learn more and get in touch through our website.
Our work covers personal financial planning, investment guidance, and life insurance options tailored to each household's goals. We take the time to understand where you are today and where you want to go, then build a plan around those priorities.
Whether you are just starting to save or refining a long-term strategy, we aim to make the process clear and manageable.
Learn more and get in touch through our website.