Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®

DABK Financial Planning Services in El Cerrito, CA, offers affordable and conflict-free financial planning advice, specializing in topics such as renting versus buying, budgeting, tax planning, and retirement funding adequacy analysis. Their advisor, a Certified Financial Planner (CFP) and Registered Investment Advisor (RIA), follows the fiduciary standard of care, prioritizing the client's interests above all else. With a commitment to serving all individuals, regardless of wealth or investment assets, DABK provides independent financial guidance on topics like risk analysis, insurance coverage review, and investment portfolio management. Their holistic approach integrates life planning with financial advice to help clients achieve their non-financial goals alongside financial well-being.Generated from the website

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 u...