EntreFolio Wealth Management - Oakland, California

Address: 344 20th St, Oakland, CA 94611.
Phone: 59173202.

Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Location of EntreFolio Wealth Management

EntreFolio Wealth Management, located at Address: 344 20th St, Oakland, CA 94611, is a financial planning firm that specializes in helping individuals and families achieve their financial goals. With a phone number of 59173202, this women-owned company is easily accessible and committed to providing top-notch service.

One of the key features of EntreFolio Wealth Management is their commitment to accessibility. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to visit. They also have a restroom on-site, and appointments are recommended to ensure that clients receive the attention they deserve.

With specialties in financial planning, EntreFolio Wealth Management is the perfect choice for anyone looking to make the most of their money. Whether you're saving for retirement, planning for your child's education, or looking to invest in real estate, their team of experienced professionals can help you create a customized plan that meets your unique needs.

According to opinions on Google My Business, EntreFolio Wealth Management has an impressive average opinion of 5/5, based on 7 reviews. Clients rave about the company's knowledgeable and friendly staff, as well as their personalized approach to financial planning.

Reviews of EntreFolio Wealth Management

EntreFolio Wealth Management - Oakland, California
Lyz Luke
5/5

Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If you're looking for a financial partner that's also someone who has your back, please don't hesitate to reach out to her today.

EntreFolio Wealth Management - Oakland, California
Miguel Hernandez
5/5

Give Riza a call. We'll all need her help going forward.

EntreFolio Wealth Management - Oakland, California
Feroz Khalil
5/5

EntreFolio Wealth Management - Oakland, California
Stephanie Khan
5/5

EntreFolio Wealth Management - Oakland, California
Shamina Khan
5/5

EntreFolio Wealth Management - Oakland, California
Leadership Oakland Alumni Association
5/5

EntreFolio Wealth Management - Oakland, California
Ani Papazyan
5/5

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