Topel & DiStasi Wealth Management
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 2907 Claremont Ave #111, Berkeley, CA 94705
- Phone
- (510) 898-1270
- Website
- td-wm.com
- County
- Alameda 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
For financial planning and investment guidance in Berkeley, Topel & DiStasi Wealth Management is here to help. We bring real expertise to complex wealth management questions, and we take the time to explain our reasoning clearly and patiently.
We understand that investing carries an emotional side as well as a financial one, so we listen closely to our clients' concerns and guide them through each decision with care. Our team is responsive and knowledgeable, and we work hard to make every conversation informative and approachable.
Many of our clients have trusted us for years, and we're proud to offer thoughtful, realistic counsel to individuals and families across Berkeley and Alameda County.
To learn more about how we can support your financial goals, visit our website or call our office to schedule a conversation.
We understand that investing carries an emotional side as well as a financial one, so we listen closely to our clients' concerns and guide them through each decision with care. Our team is responsive and knowledgeable, and we work hard to make every conversation informative and approachable.
Many of our clients have trusted us for years, and we're proud to offer thoughtful, realistic counsel to individuals and families across Berkeley and Alameda County.
To learn more about how we can support your financial goals, visit our website or call our office to schedule a conversation.