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Grace Financial Services
Rumor has it Grace Financial Services is the best kept secret in the Bay Area. With its client - focused approach and highly customized solutions, Grace Financial Services is the relationship you've been looking for to help you take control and advance financial goals. The firm strives to help create financial independence for its clients and doesn't believe in template portfolios but rather look to multiple models to find the right fit. Similar to a holistic approach, Grace Financial Services provides the highest level of service by looking at the client as a whole person to find the right solution in every aspect of their financial lives, thus earning the firm a reputation for excellence in the industry.
 
North America USA California Oakland
 
   
Address:   7700 Edgewater Drive Suite 520 , Oakland, CA 94621, USA
     
 
Phone: +1 510 635 7615
Fax: +1 510 635 3062
     
     
   
     
  Web: http://www.marjoriegrace.com/
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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