Falcon Wealth Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 1999 Harrison St #1800, Oakland, CA 94612
- Phone
- (855) 963-2526
- Website
- falconwealthplanning.com
- Neighborhood
- Downtown
- 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 building a retirement plan or simply want a clearer picture of how your investments are performing, Falcon Wealth Planning offers financial planning tailored to you. Our team in Downtown Oakland works with clients across Alameda County and the East Bay, keeping you regularly informed about how your accounts are doing.
We take the time to explain how the market works in plain, easy-to-understand terms, so you always know the reasoning behind our decisions. Many of our clients tell us they feel more confident about their retirement funds once they know someone is watching over them.
We aim to make every client feel comfortable and well looked after from the first conversation onward.
If you'd like to talk about your financial goals, give us a call or stop by our office to schedule a conversation.
We take the time to explain how the market works in plain, easy-to-understand terms, so you always know the reasoning behind our decisions. Many of our clients tell us they feel more confident about their retirement funds once they know someone is watching over them.
We aim to make every client feel comfortable and well looked after from the first conversation onward.
If you'd like to talk about your financial goals, give us a call or stop by our office to schedule a conversation.