8660 Brentwood Boulevard, Suite G Brentwood, CA 94513
Phone:
(925) 516-APEX (2739)
Fax:
(925) 516-2775
E-mail:
Most of our clients are individuals and families who work hard to save money for their retirement and other future needs.
Our retired and pre-retired clients are typically married homeowners who have accumulated assets in their retirement accounts.
Our widowed clients are intelligent, capable and caring women who have lost their husbands and have had to assume all the financial decision-making responsibilities for their household.
