Wasser Wealth Management
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 2199 Norse Dr Ste A, Pleasant Hill, CA 94523
- Phone
- (925) 725-6990
- Website
- raymondjames.com
- County
- Contra Costa County
About
Wasser Wealth Management offers personal financial planning and investment guidance to individuals and families in Pleasant Hill and across Contra Costa County. We work with clients to build a clear picture of their goals, from everyday budgeting and saving to long-term planning for retirement and the future.
Our approach centers on understanding each client's full financial situation so that the advice we give fits their life and their priorities. We help clients think through their investments with care, keeping their objectives and comfort with risk at the center of every recommendation.
Our office serves clients throughout the East Bay who want a steady, knowledgeable partner for their financial decisions.
Learn more and get in touch through our website.
Our approach centers on understanding each client's full financial situation so that the advice we give fits their life and their priorities. We help clients think through their investments with care, keeping their objectives and comfort with risk at the center of every recommendation.
Our office serves clients throughout the East Bay who want a steady, knowledgeable partner for their financial decisions.
Learn more and get in touch through our website.