We specialize in managing assets for individuals and small businesses along with building a plan for their financial...
Phone: (415) 203-6339
Cross Streets: Near the intersection of Harbord Dr and Biehs Ct
4801 Harbord Dr Oakland, CA 94618 2117.44 mi
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5.0 6 reviews
Dave Carroll brings confidence, knowledge, and experience to the critical and often confusing task of managing financial investments. Dave keeps me in the loop with regular and personal... More
David has worked with me for the past year and a half. When my dad passed away, David set me on a financial path to help reinvest the little bit of cash I had from his passing. As a career... More
There are few people that I trust with the most important elements in my life that I simply cannot do myself, but are essential to my wellbeing: my hairdresser and my financial advisor. I've had... More
David has been a great help with managing my retirement accounts and helping to organize my financial life. He makes complicated tasks easy and straightforward. And he is happy to take the time... More
I really appreciate having Dave Carroll on board as my financial advisor and have total trust and confidence in his experience and knowledge. Dave is always readily available to talk through... More
