Lake Merritt Investments Co
Business details
- Category
- Financial Services · Financial planner
- Address
- 134 E 16th St, Oakland, CA 94606
- Phone
- (510) 625-1389
- Website
- Searching the web…
- Neighborhood
- Merritt
- County
- Alameda County
About
Looking for financial planning in Merritt, Oakland? Lake Merritt Investments Co offers personal financial planning and investment guidance for individuals and households.
We are a financial planning firm serving Merritt and the wider Oakland community. Our work centers on helping clients organize their finances and plan for the goals that matter most to them.
We take the time to understand each client's situation before recommending a path forward. Clients across Oakland and the East Bay rely on us for clear, practical guidance.
Call or stop by to schedule a conversation about your financial plan.
We are a financial planning firm serving Merritt and the wider Oakland community. Our work centers on helping clients organize their finances and plan for the goals that matter most to them.
We take the time to understand each client's situation before recommending a path forward. Clients across Oakland and the East Bay rely on us for clear, practical guidance.
Call or stop by to schedule a conversation about your financial plan.