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Balance Financial Planning, LLC
Your trusted partner for achieving financial balance and security in Oakland.
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Business
financial-advising
accountant
About Balance Financial Planning, LLC
Balance Financial Planning, LLC is a premier financial consulting firm based in Oakland, CA, dedicated to helping individuals and families navigate their financial futures. We offer personalized planning services, including retirement strategies, investment management, and wealth protection, tailored to your unique goals. Our experienced consultants provide clear, actionable advice to ensure financial stability and growth. Whether you're starting out or planning for retirement, we're here to guide you every step of the way.
Business Info
Location
5438 Shafter Ave, Oakland, CA 94618, USA
Services Offered
Retirement Planning
Comprehensive strategies to secure your retirement with tailored savings and investment plans.
Investment Management
Personalized portfolio management to grow your wealth based on your risk tolerance and goals.
Tax Planning
Expert advice to optimize your tax situation and maximize savings through strategic planning.
Estate Planning
Guidance on wills, trusts, and legacy planning to protect your assets for future generations.
Financial Consultation
One-on-one sessions to assess your financial health and create a customized action plan.
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