Fruition Advisors is a financial planning firm that helps you define goals, grow and protect wealth, and enjoy the fruits of your labor. The firm emphasizes realistic goal-setting and the promotion of long-term financial health. They analyze clients’ financial situations carefully, provide individualized recommendations for clients to meet their financial objectives, and monitor progress. Alison Davies founded Fruition Advisors LLC in 2013 after working with an independent investment advisory firm since 2010. Their team focuses on transparency, integrity, and honesty. She has comprehensive knowledge of financial planning and investment management issues, having worked closely with clients to solve simple and complex financial challenges. She is certified by CFP for your trust and peace and holds a Series 65 license from the Securities & Exchange Commission. She is also a member of member of the Financial Planning Association. Fruition Advisors is partnered with Gemmer Asset Management LLC, which offers clients personalized investment management solutions. The Gemmer Asset Management LLC has 35+ years of experience in mutual funds, stocks, bonds, real estate, and venture capital.
3 Best Financial Services in Berkeley, CA
Expert recommended Top 3 Financial Services in Berkeley, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
FRUITION ADVISORS LLC REVIEWS
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 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.
Fruition Advisors is a welcome refuge from all the companies out there who want to sell you financial products and services of dubious value. I trust Alison with my financial affairs 100%. She is transparent and honest and once you talk with her you know she has your best interests at heart. My main concern in the last few years has been to save for a down payment on a house in the East Bay, and she helped me make a plan to accomplish this. She has also advised my husband and I on a wide range of issues including budgeting, debt management, college savings options for our two young children, employee benefits choices, retirement, and estate planning for my elderly parents. No financial question is out of her reach!
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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William Fried works as a financial advisor at Edward Jones. He earned his Master of Science in finance from Vanderbilt University. After graduation, he was employed as a financial analyst and financial advisor representative and also founded a data analytics company. His first step is to understand your financial situation and aspirations deeply and thoroughly. He will work together to create a customized strategy to help meet your needs. Along the way, he may enlist the knowledge of other professionals and work with them as a team to help you achieve your goals. Their relationship doesn’t end after they implement your customized financial strategy. They will continue to check in with you, monitoring your progress to help ensure you are tracking toward your goals. They also provide educational materials and are readily available for any questions or concerns you may have. To find out more about their services, please schedule a complimentary appointment.
UNIQUE FACTS:
• Online Appointment
• Education Materials.
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WILLIAM FRIED - EDWARD JONES REVIEWS
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!
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!
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DABK Financial Planning Services is a well-known financial advising firm. They help you achieve the financial well-being required to reach your non-financial goals. They provide affordable and conflict-free hourly or flat-fee financial planning advice. Your advisor is a Certified Financial Planner® (CFP®), a Registered Investment Advisor, and a member of The National Association of Personal Financial Advisors. Daryoosh Khalilollahi owns DABK. He is passionate about helping individuals, couples, and families make the best financial decisions for their specific circumstances and avoid financial mistakes. He established his financial advisory firm in 2004. His clients are serious about retirement planning or other mid. to long-term financial goals. He is a California state Registered Investment Advisor. They provide financial planning services to help clients achieve goals that align with their values. They serve everyone, not just those who are affluent or have large investment assets.
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DABK FINANCIAL PLANNING SERVICES REVIEWS
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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