Sourjohn-Kim Retirement Solutions
Business details
- Category
- Financial Services · Financial planner
- Address
- 12647 Alcosta Blvd #440, San Ramon, CA 94583
- Phone
- (888) 845-4015
- Website
- sourjohnkim.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for your first retirement account or refining a plan you've had for years, Sourjohn-Kim Retirement Solutions offers financial planning focused on your retirement goals. We are a financial planning practice based in San Ramon, serving individuals and families across Contra Costa County and the wider East Bay.
Our work centers on helping clients understand where they stand today and what they need to do to feel confident about the years ahead. We take the time to look at the whole picture, so that every recommendation fits your goals, your timeline and your comfort with risk.
Clients tell us they value how clearly we explain each step, so you always know what is being suggested and why.
If you would like to talk about your retirement plans, visit our website to get in touch and start the conversation.
Our work centers on helping clients understand where they stand today and what they need to do to feel confident about the years ahead. We take the time to look at the whole picture, so that every recommendation fits your goals, your timeline and your comfort with risk.
Clients tell us they value how clearly we explain each step, so you always know what is being suggested and why.
If you would like to talk about your retirement plans, visit our website to get in touch and start the conversation.