Oculus Financial Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 318 Diablo Rd #150, Danville, CA 94526
- Phone
- (707) 230-6525
- Website
- oculusfg.com
- County
- Contra Costa 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
Clear guidance, steady attention, and retirement planning you can actually understand: that's what we offer at Oculus Financial Group. We're a financial planning firm serving clients in Danville and across Contra Costa County.
Our work centers on helping you build and manage your portfolio with your long-term goals in mind, with a focus on confidence in your retirement plan. We meet regularly with clients to review their investments and adjust course as their goals change.
We take the time to explain each recommendation in plain language, so you always know the reasoning behind your decisions. Clients who have worked with us for years tell us they value how seriously we treat their trust and how personally we approach every relationship.
Book a consultation by calling or stopping by our office, and we'll be glad to talk through your goals.
Our work centers on helping you build and manage your portfolio with your long-term goals in mind, with a focus on confidence in your retirement plan. We meet regularly with clients to review their investments and adjust course as their goals change.
We take the time to explain each recommendation in plain language, so you always know the reasoning behind your decisions. Clients who have worked with us for years tell us they value how seriously we treat their trust and how personally we approach every relationship.
Book a consultation by calling or stopping by our office, and we'll be glad to talk through your goals.