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PALISADE FINANCIAL, LLC

4.9/5 (62)
NamePALISADE FINANCIAL, LLC
Address4801 Harbord Drive, Oakland, CA 94618
Phone +1-510-350-7174  
Email ID
SpecialityAsset and Investment Management, Savings, Financial, Retirement and 401K Planning, Individual Retirement Accounts, Mutual Funds, Bonds, Stocks, Annuities & Insurance
AboutPalisade Financial, LLC is one of the best financial firms located in Oakland. They specialize in managing assets for individuals and small businesses and building a plan for their financial future. The firm provides to takes a holistic approach to advice. They service a wide range of clients, from people in retirement to people in their 20's just beginning their journey. They understand how the capital markets work and how best to align personal goals with financial ones. They work with people to ensure their entire financial picture is accounted for and monitored. Palisade Financial believes that saving well is just as crucial as investing well, so the firm emphasizes the importance of budgets and many cost-saving techniques.
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