The Best Financial Services in Oakland

From the first encounter with RJ I knew he cared about taking care of me and was fully capable of doing so. I had no direction on how to best manage my money to use for long term investments and he made sure to guide me in making the right decision. He clearly explained why to make the choices he suggested through data that made it clear to me I was in the right hands.He clearly stressed the importance of putting myself in a financial position that would secure my future as I move into retirement and I thank him for that.Young or old, you WILL be as satisfied of a client as I am and will continue to be with the guidance provided by RJ!

Dave Carroll brings confidence, knowledge, and experience to the critical and often confusing task of managing financial investments. Dave keeps me in the loop with regular and personal communications. When we talk, he takes the time to make sure I understand what all of the options are and why he's recommending one over another.I trust Dave and feel so much safer with him managing my finances.