The Alameda Financial Group

The Alameda Financial Group
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About
The Alameda Financial Group

At Alameda Financial Group, we are passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially empowered. We believe in building long-term relationships through a holistic approach that allows us to deeply understand your specific situation, values, needs and hopes. We work closely with you to develop thoughtful strategies that are designed to help you work towards your goals and prepare you for all of life's critical financial events. David and Ally joined as a collaborative team, as they both shared a passion for helping others navigate both the financial and non-financial highs and lows that life brings. David and Ally each bring their unique strengths to the table to provide an optimal client experience.

Contact Info

Products

  • Business Succession Planning
  • Estate Planning
  • Financial Planning
  • Insurance
  • Retirement Income

Questions & Answers

Q What is the phone number for The Alameda Financial Group?

A The phone number for The Alameda Financial Group is: (408) 213-6930.


Q Where is The Alameda Financial Group located?

A The Alameda Financial Group is located at 1541 The Alameda, Suite A, San Jose, CA 95126


Q What is the internet address for The Alameda Financial Group?

A The website (URL) for The Alameda Financial Group is: http://www.alamedafinancialgroup.com/

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