LULA FINANCIAL
66 Franklin Street 3rd floor, Oakland, CA 94607 DIRECTIONS
Since 2018
Here’s The Deal:
Lula Financial is a fee-only investment advisory and a fiduciary located in Oakland. Benjamin is the owner of the firm. Benjamin is a fee-only investment advisor with an MBA in finance. His team has expertise in investment strategy. They work with their clients to strengthen their finances. They understand how the capital markets work and how best to align personal goals with financial ones. Then, they make a financial plan on how to get from where you are to where you want to be. Contact them to schedule a consultation.
SPECIALTY:
Financial and Retirement Planning, IRA/Roth IRA, 401k Management, Student Debt, IPOs, Restricted stock units, employee stock purchase plan, Stock Options, College Savings, Tax Guidance, Debt Consolidation & Life Insurance
Price: Ongoing Advising from $100/month
TBR® Inspection Report:
RJ MARTIN
490 Grand Avenue, Suite 100, Oakland, CA 94610 DIRECTIONS
Since 1922
Here’s The Deal:
RJ Martin has been a financial advisor with Edward Jones since 2016. He focuses on 401k/IRA options and annuity reviews. He has extensive experience in specialized areas that work with your advisor to meet your needs. RJ Martin provides every client to manage the complexities of social security, pensions, and finances. He helps the clients build and protect their finances and take great pride in assisting people to create wealth and protection strategies for future generations. His team believes the best way to develop and preserve your financial future is to invest in a long-term approach. They work with their clients to limit your risk and help you achieve your goals. Contact them to request an appointment.
SPECIALTY:
EDWARD JONES - Financial Planning, Estate Planning, Wealth Management, 401K Planning, Social Security, Traditional IRA, Roth IRA, Saving Planning, Risk Management, Life Insurance, 529 College Savings Planning, Portfolio Management, Stocks, Bond, Mutual Funds, Education Planning, Disability Insurance, Tax Planning, Annuities & Investment Planning
TBR® Inspection Report:
PALISADE FINANCIAL, LLC
4801 Harbord Drive, Oakland, CA 94618 DIRECTIONS
Since 2011
Here’s The Deal:
Palisade Financial, LLC is one of the best financial firms in Oakland. They specialize in managing assets for individuals and small businesses and building a plan for their financial future. The firm provides to takes a holistic approach to advice. They service a wide range of clients, from people in retirement to people in their 20's just beginning their journey. They understand how the capital markets work and how best to align personal goals with financial ones. They work with people to ensure their entire financial picture is accounted for and monitored. Palisade Financial believes that saving well is just as crucial as investing well, so the firm emphasizes the importance of budgets and many cost-saving techniques.
SPECIALTY:
Asset and Investment Management, Savings, Financial, Retirement and 401K Planning, Individual Retirement Accounts, Mutual Funds, Bonds, Stocks, Annuities & Insurance