Yahoo

Investment services in Oakland, CA

See all California cities
Results filtered byAll
Global Investment

Specialize in investment management, Fiduciary Consulting and Business Consulting

DHR Investment Counsel

Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success. We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently. Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm.

Pacific Canyon Investments

Based in Arizona & California | Serving Clients Nationwide At Pacific Canyon Investments, we provide personalized financial planning and investment management with your goals at the center. Whether you're navigating an IPO, building wealth as a healthcare professional, or managing a recent inheritance, our team brings data-driven strategies and high-touch service to every relationship. ° Fiduciary Advice: Always in Your Best Interest ° 12-4-2-1 Planning Model: More Support, More Clarity ° Transparent Fees & Tailored Portfolios Led by CFP® professional Ekenna Anya-Gafu, we serve individuals and families seeking genuine guidance, not just products. Let's build a plan that works for you today and grows with you tomorrow. "Your Financial Well-Being. Our Genuine Commitment." Schedule your complimentary consultation today!

Closed now

(650) 781-8880
View business
Investment services by category
Mobilize your Website
View Site in Mobile | Classic
Share by: