DABK Financial Planning Services - El Cerrito, California

Address: 1007 Villa Nueva Dr, El Cerrito, CA 94530.
Phone: 05589208.
Website: dabk.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of DABK Financial Planning Services

DABK Financial Planning Services 1007 Villa Nueva Dr, El Cerrito, CA 94530

⏰ Open Hours of DABK Financial Planning Services

  • 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: 9 AM–5 PM
  • Sunday: Closed

DABK Financial Planning Services

Located at 1007 Villa Nueva Dr, El Cerrito, CA 94530, DABK Financial Planning Services is a reputable financial planning firm that offers a range of services to help clients achieve their financial goals. With a phone number of 05589208 and a website at dabk.com, the company is easily accessible to potential clients.

The firm specializes in financial planning, which includes areas such as retirement planning, investment management, and estate planning. To accommodate clients, DABK Financial Planning Services offers online appointments, onsite services, and a wheelchair accessible entrance, parking lot, and restroom.

With a strong reputation, the company has received 4 reviews on Google My Business, and the average opinion is a perfect 5/5. This demonstrates the high level of satisfaction among clients who have used the services provided by DABK Financial Planning Services.

Overall, DABK Financial Planning Services is a reliable and professional firm that can help individuals and families achieve their financial objectives. With a dedicated team and a commitment to providing exceptional service, the company is well-positioned to assist clients in navigating the complex world of financial planning.

👍 Reviews of DABK Financial Planning Services

DABK Financial Planning Services - El Cerrito, California
People P.
5/5

We're very grateful to have found Daryoosh. He has a great approach which starts with an insightful life planning, values identification exercise that grounded the process. He also talked us out of paying for a more costly financial plan and instead guided us through a very thorough financial health check-up. During this time we got all our questions answered, learned a ton and got mutual fund recommendations. We are already seeing returns on the small investment of our initial $400/2-hour session. Thanks to the financial peace of mind and guidance from someone we can trust, we've already happily recommended DABK to family and friends.

DABK Financial Planning Services - El Cerrito, California
AL S.
5/5

A trustworthy, competent and caring advisor focused on giving valuable advise specific to my financial situation - very helpful! Reasonable fee.

DABK Financial Planning Services - El Cerrito, California
Barry K.
5/5

I got excellent financial planning advice on all issues related to being a small business owner. I highly recommend him!

DABK Financial Planning Services - El Cerrito, California
Deirdre T.
5/5

DABK takes excellent care of our family finances.

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