Falcon Wealth Planning

Name: Falcon Wealth Planning
Address: 1999 Harrison Street, Oakland, CA, 94612, US
Telephone: (855) 963-2526
Price range: $$$
Rating: 5

Falcon Wealth Planning: Clarity in markets, confidence in retirement.

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››››Falcon Wealth Planning

About Falcon Wealth Planning

Falcon Wealth Planning provides financial guidance in Oakland at 1999 Harrison St #1800. Clients note the team keeps accounts informed and explains the market's why and how in simple, easy-to-understand Zoom meetings. Led by Michael Jensen and the whole staff, the firm helps clients feel more confident about their retirement funds and the care of their accounts.

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Location

1999 Harrison St #1800, Oakland, CA 94612, USA

Business Info

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(855) 963-2526 www.falconwealthplanning.com/

Services Offered

Personalized Wealth Management

Tailored strategies for retirement and investment accounts with ongoing oversight and updates.

Financial Education Sessions

Zoom meetings that simplify market concepts to help clients understand how their funds work.

Retirement Planning

Comprehensive planning services to secure and optimize retirement funds for long-term stability.

Investment Advisory

Expert guidance on portfolio management and market trends to maximize returns.

Client Account Monitoring

Regular updates and proactive management to keep clients informed on account performance.

5.00 · 1 review

David Young

via Google

· over 3 years ago

These Guy's know there stuff! They keep me informed on how my accounts are doing. They also educated me on the why and how the market works in simple and easy to understand Zoom meetings.I feel more confident in how my retirement funds are doing now that Michael Jensen and the whole staff take care of me. They make me feel comfortable and gld that they are handling my accounts.