DABK Financial Planning Services - El Cerrito, California

DABK Financial Planning Services, located at Address: 1007 Villa Nueva Dr, El Cerrito, CA 94530, United States, is a reputable financial planning firm that offers expert advice to help individuals and businesses manage their finances effectively. With a phone number: 5105589208, interested clients can easily reach out to schedule a consultation.

One of the primary specialties of DABK Financial Planning Services is being a financial planner. They provide comprehensive financial planning services, including retirement planning, investment management, estate planning, tax planning, and risk management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals by developing customized strategies based on their unique needs and circumstances.

DABK Financial Planning Services understands the importance of convenience and accessibility, which is why they offer online appointments and on-site services. Their office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with mobility challenges to visit. They also have toilets available for all clients' convenience. Appointments are recommended to ensure that clients receive the personalized attention they deserve.

According to Google My Business, DABK Financial Planning Services has received 4 reviews with an impressive average opinion: 5/5. This high rating reflects the company's commitment to providing exceptional financial planning services and maintaining strong relationships with its clients.

Reviews of DABK Financial Planning Services

People Person

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.

AL S

5/5

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

Barry Kamran

5/5

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

Deirdre Tidd

5/5

DABK takes excellent care of our family finances.