Best Financial Services in Berkeley

Alison is smart, calm, and knowledgeable and asks good questions to understand where you are currently as well as your short-term and long-term goals and objectives. She helped us navigate a clear path through what has always felt like a slog to me. She helped us analyze our various investment vehicles and calculate scenarios for retirement. She listened to us and outlined strategies that align with our values and priorities. Alison guided us through talking about things that we don't often think about in a way that was both caring and practical and explained the changes we could make to retirement accounts and insurance to give us better peace of mind. She is detail-oriented, informative, and keeps the client's big picture in mind.

Working with Alison has been the best decision I've ever made for my finances. So many reasons, she helped me work through the emotional elements of inheriting, helped to walk me through the steps one by one, found me a socially responsible investment plan, has answered all the questions I have had and helped me make decisions for the next steps in my investment journey. I trust Alison very much and am always able to communicate easily and effortlessly. I am so grateful to have found her and would highly recommend anyone who is looking for a kind, informed, understanding, and personable financial advisor.

Alison has been helping us with our finances for the past three years. I definitely recommend her to anyone looking to get their finances in order. She takes a 360-degree view and assesses your income, monthly spending, savings, investments, and short and long-term plans, including estate planning. She offers her expertise and makes sure you understand and are comfortable with all decisions before moving forward. Alison is a great communicator, very responsive, and extremely organized. We are so happy to work with her!

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Will has been a fantastic financial advisor. He really knows his stuff and he's been very thoughtful and patient with us- we don't know much about these things and don't have a lot of time to devote to it right now, but he's taught us a lot and he really understands what we are looking for. He's very dedicated and wants what is best for his clients. We have great confidence in him and highly recommend his services.

If you are looking for true sincere guidance in your financial future, then William is the man for you. His no pressure meeting put me at ease as he took time to go over my specific personal situation. Then he formulated a few different strategies and presented the pros and cons of each. When I said I wasn't ready quite yet to commit, he didn't pressure me at all. That was when I knew he would have my interest and not his own at heart. Great guy and have been trusting my money with him for the past few years. Highly Recommend!

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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.

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

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

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