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Financial Services

Contact Person: Richard Segol
Street: 4, Orinda Way, Suite 180-C
City: Orinda
State: CA
ZIP Code: 94563
Phone: 800-490-0828
Other Phone: 925-791-1447
Contact Person: Steve Paddock
Street: PO Box 906
City: Orinda
State: CA
ZIP Code: 94563
Phone: 9252540393
Fax: 925-254-0393
Contact Person: Jean Gannett CFP or Daniel Gannett Registered Principal
Street: 18 Orinda Way
City: Orinda
State: CA
ZIP Code: 94563
Phone: 925-254-7766
Member
Contact Person: Haley Armstrong
Street: 25 Orinda Way, Suite 205
City: Orinda
State: CA
ZIP Code: 94563
Phone: 925-905-9890
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We are a boutique financial advisory practice with a combined 30 years of financial advisory and wealth management experience. Our team consists of various backgrounds, experiences, and education to come together in a collaborative effort to provide a unique client experience. Additionally, we have been independently surveyed as providing 100% in client satisfaction. Through our demonstrated excellence in client service, completion of industry-recognized qualifications, and extensive experience serving the complex financial needs of affluent clients, Ameriprise has distinguished us as Private Wealth Advisors. As Private Wealth Advisors, we provide clients with personalized advice and tailored financial solutions that encompass retirement, tax and estate planning, wealth preservation strategies and asset management.
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