Business Directory

Street: 7700 Edgewater Drive, Suite 520
City: Oakland
State: CA
County: Alameda
Contact Person : Marjorie Grace
Phone Number : 510-635-7615
Fax Number : 510-635-3062
 
Description: Financial Planning and advisory services which includes: 1) Retirement Planning 2) Financial Counseling 3) Investment Portfolios (to create and maintain) 4) 529 Plans for College Funds 5) Financial Literacy Instructor 6) Risk Management (including CA Partnership Long Term Care Insurance) CA Insurance License #0623165