Asti Financial Management

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Novato, CA 94947
+1 (510) 525-8557
http://www.astifinancial.com

History

I founded Asti Financial Management in order to help individuals gain control over their finances and to maximize their wealth in order to realize their goals and dreams. Asti Financial Management, LLC is not just a business - it is an extension of my personal values. I'm happy to use my 15+ years of financial and investment experience to help others optimize their financial situations. I work to provide honest, high quality, easy to understand and implement financial planning advisory services to individuals and small businesses in order to facilitate comfort and balance in their personal and financial lives.

Specialties

We provide financial planning and investment advisory services to individuals, their families and small businesses in Northern California. We work with clients on an hourly, as needed basis and do not have any asset or project minimums.

Reviews

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4.517 reviews
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Jeremy S.
6/27/2017

My wife and I were totally satisfied with the services of Asti Financial. The hourly advising with Julie was just what we needed. I think we are pretty savvy with our finances and taxes in...

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Marcela V.
3/7/2024

Good friends recommended Asti Financial and they were completely right about Asti's excellent work. The pre meeting call and the 90 minute session were extremely helpful. Worth every penny for...

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Virginia L.
9/26/2022

Julie gives great advice and is very patient. My issue is with her is the billing. My advice would be to be super clear with Julie about how much you want to spend on her advice. We were partially...

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Vicki H.
1/14/2021

I was deeply distressed and disappointed by the advise I received from Julie during the financial crisis. Based on my experience working with her, she is skillful and 'quick-on-her-feet,' yet...

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Ben G.
5/20/2021

Just an update to my review of this company. I have been working with Julie for more than seven years now, and have continued to be very happy with the service she provides. Her billing policies...

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Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services, LLC

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Novato, CA area, Gregory Nikolaieff will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC

Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Novato, CA area, Troy Evans will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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