Sasser Investment Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 436 14th St Unit 805, Oakland, CA 94612
- Phone
- (510) 835-0960
- Website
- sasserinvestments.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 6 AM–5 PM
- Tuesday: 6 AM–5 PM
- Wednesday: 6 AM–5 PM
- Thursday: 6 AM–5 PM
- Friday: 6 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
In the heart of Downtown Oakland, Sasser Investment Management helps individuals and families plan and manage their finances with care and clarity. We offer personal financial planning and investment management tailored to each client's goals, whether that means building savings, preparing for retirement, or protecting what they have already built.
Our approach is to listen first, so every recommendation reflects your priorities, your timeline and your comfort with risk. We take the time to explain our reasoning in plain language, so you always understand where your money is going and why.
We serve clients throughout Oakland and across Alameda County, meeting in person or remotely as works best for you.
To learn more about how we can support your financial plan, visit our website or give us a call to schedule a conversation.
Our approach is to listen first, so every recommendation reflects your priorities, your timeline and your comfort with risk. We take the time to explain our reasoning in plain language, so you always understand where your money is going and why.
We serve clients throughout Oakland and across Alameda County, meeting in person or remotely as works best for you.
To learn more about how we can support your financial plan, visit our website or give us a call to schedule a conversation.