
THE BERKELEY OFFICE HAS MOVED!
We have a new phone number and
a new address in Berkeley
(in the heart of North Berkeley's Gourmet Ghetto).
NEW MAIN PHONE:
(510) 647-9339
NEW LOCATION: VIEW MAP
1600 Shattuck Avenue, Suite 205 (cross-street: Cedar Street)
Berkeley, CA 94709
The office is on the Second Floor.
Take the stairs: Take the staircase next to Barney's Hamburgers up to the 2nd floor. We are the first door on the right.
Or take the elevator: Take the 1st floor elevator behind Barney's up to the 2nd floor. Turn right out of the elevator, then left around the corner. We are the first door on the left.
NEW MAILING ADDRESS:
P.O. BOX 9187
Berkeley, CA 94709
The office also has a drop-slot door. Just slip your documents through the door anytime -- the building is open weekends, too.
Our Mission
- To provide the highest quality tax and financial advice personally tailored to our clients' circumstances and needs;
- To formulate a comprehensive solution for our clients, utilizing a network of experienced, capable advisors to help implement those solutions;
- To continually explore new and better tax and financial strategies and investment products that will better serve our clients' financial objectives; and
- To service our clients expeditiously every opportunity with respect, honesty and a sense of caring toward the goal of improving their quality of life.
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