DABK FINANCIAL PLANNING SERVICES
DABK is a well-known financial planning services firm in Berkeley, CA. DABK FINANCIAL PLANNING SERVICES is one of the Three Best RatedĀ® Financial Services in Berkeley, CA.
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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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Location / Contact:
- 1007 Villa Nueva Drive, Berkeley, CA 94530
- Phone : (510) 558-9208
- EMail : dar***@d***.com
- Website : dabk.com
Working Hours:
Mon-Sat: 9am - 5pm
Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Berkeley:
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FRUITION ADVISORS LLC 1159 Keith Avenue, CA 94708
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WILLIAM FRIED - EDWARD JONES 2161 Allston Way, Suite A, CA 94704