
This year is my 4th time that I'm working together with Financial Connections on my tax returns. The company has been referred to me by a good friend and I can just say: I'm glad I got that...
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Financial Connections Group, based in Berkeley, CA, is a fee-only financial planning firm dedicated to helping clients secure their financial futures. With a commitment to personalized service, the team works collaboratively to create unique financial plans that reflect individual circumstances and goals.
Understanding that each client's journey is different, Financial Connections provides expertise in financial planning, investment management, and retirement strategies, ensuring that clients receive dedicated attention from multiple advisors. Their fiduciary approach prioritizes clients' interests, allowing individuals and families to pursue their financial ambitions with confidence.
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This year is my 4th time that I'm working together with Financial Connections on my tax returns. The company has been referred to me by a good friend and I can just say: I'm glad I got that...
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