The Alameda Financial Group
Financial Consulting San Jose
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Description
At Alameda Financial Group, we are passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially empowered. We believe in building long-term relationships through a holistic approach that allows us to deeply understand your specific situation, values, needs and hopes. We work closely with you to develop thoughtful strategies that are designed to help you work towards your goals and prepare you for all of life's critical financial events. David and Ally joined as a collaborative team, as they both shared a passion for helping others navigate both the financial and non-financial highs and lows that life brings. David and Ally each bring their unique strengths to the table to provide an optimal client experience.
Keywords Insurance, Business Succession, Estate Planning, Retirement Income, Financial Planning.
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Financial Consulting(408)213-6930 (408)-213-6930 +14082136930
Map 1541 The Alameda
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