We help manage the financial affairs of a select group of families and individuals. Our financial planning services are designed to help clients articulate their dreams and aspirations through personal attention and advice. We apply a low-cost academic approach to managing investments.
Phone: (510) 384-1009
Cross Streets: Near the intersection of Domingo Ave and Ashby Ave/Tunnel Rd
Closed now
- Sun Closed
2936 Domingo Ave, Ste 1 Berkeley, CA 94705 ·2334.36 mi
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Reviews
yelpWe have worked with Rick Prime for about seven years now and are very happy with what he has done for us. He has really helped us navigate the complicated world of finances and set us on a very...
MoreRick Prime and his team are extremely knowledgable, professional and client service-oriented. We believe he always has our best interests in mind, and consistently follows through in a timely,...
MoreYou get to a certain point in your life and you realize that while you are pretty good at your job and saving money you have no idea what to do
MoreRick and his team are great to work with, every question we have asked has been answered in a very caring and present way that is rooted in best financial practices. We have worked with Rick for...
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