James Adgar
Business details
- Category
- Financial Services · Financial advisor
- Address
- 2413 Webb Ave Ste E, Alameda, CA 94501
- Phone
- (510) 851-1196
- Website
- planmember.com
- 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
Alameda families and retirement savers turn to James Adgar for financial advice that puts their long-term goals first. We offer financial planning and investment advisory services for individuals and households across Alameda and the wider East Bay.
Our approach is to listen carefully to each client's situation, then build a clear plan that fits their goals, timeline and comfort with risk. We take the time to explain every recommendation in plain language, so you always understand where your money is going and why.
Whether you are saving for retirement, planning for the next stage of life, or simply want a second opinion on your finances, we are glad to help.
To get started, contact us through our website or give us a call.
Our approach is to listen carefully to each client's situation, then build a clear plan that fits their goals, timeline and comfort with risk. We take the time to explain every recommendation in plain language, so you always understand where your money is going and why.
Whether you are saving for retirement, planning for the next stage of life, or simply want a second opinion on your finances, we are glad to help.
To get started, contact us through our website or give us a call.