Adam - Retirement & Financial Planning

Rating: (124)

He was professional, informative and answered all my questions. I'm looking forward to working with him and feel confident he'll be helpful with my retirement planning needs.

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Zaire Askew - Financial Advisor

Rating: (108)

He put together his team of financial planners, a CPA to help with tax planning, and an estate planner. They've taken what we've worked so hard for and turned it into an outstanding plan to take us through retirement. We don't live lavishly, but always did OK, which we just wanted to maintain during retirement with an occasional frill. This group has given that to us. You never know what the future holds, but good planning will hope to eliminate big up and down swings. We feel confident Zaire has given us that comfort.

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life/relationship/financial coaching

Rating: (68)

Overall he’s a great financial planner/coach and look forward to the rest of our calls.

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Marine Coast Financial

1936 Camden Ave # 1
San Jose, CA 95124

(408) 558-9433

Website

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Company Website: http://marinecoastfinancial.com

Location and Hours

This business is located in Santa Clara County

Michelle Folson

1936 Camden Ave # 1
San Jose, CA 95124

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