Karim M.
7/29/2015
Orion is great. Last month I found myself looking to get some support with my finances and was recommended Kroeger Financial by not just one, but two of my friends. I have since met with Orion...
Kroeger Financial
Closed
(3)
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3300 Powell St Ste G-27
Emeryville, CA 94608
History
After 22 years of seeing tax clients who were steered into commission laden investment products with opaque compensation structures and performance-killing expense ratios, Kroeger Financial recognized a need for bias and commission free investment advice. Providing the fiduciary standard of care for our clients for over a decade, we are truly independent advisors and our recommendations are tailored to each clients individual needs and goals.
Specialties
Orion Kroeger, Certified Financial Planner. Fee-only financial planning. Same-sex and domestic partnership planning. No-load investment advice. Insurance needs analysis. Risk management.
Also at this address
Reviews
3.53 reviews
Haley P.
10/9/2018
I have a long story about this company, but I am not going to waste any more time on them. If you are wanting to save stress and time, I would advise you to take your business elsewhere.
Erinn C.
7/14/2015
My husband and I have used Kroeger Financial to prepare our tax return for several years. They are responsive, efficient and highly knowledgeable about available tax credits and complicated tax...
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