Sabrina Julian Investment Services

No rating yet Financial Services Concord

Business details

Category
Financial Services · Financial planner
Address
1390 Willow Pass Rd #900, Concord, CA 94520
Phone
(925) 465-1060
Website
sabrinajulian.com
County
Contra Costa County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Sabrina Julian Investment Services offers financial planning guidance for individuals and families in Concord and across the East Bay. We help clients organize their finances around the goals that matter most to them, whether that means preparing for retirement, planning investments, or building a clearer long-term strategy.

Our approach begins with listening, so we can understand where you are today and where you want to go. From there, we work with you to create practical, personalized plans that you can follow with confidence.

We are committed to clear communication, so you always know the reasoning behind each recommendation.

Visit our website to learn more about our services and get in touch.