Yext tracking pixel

The Alameda Financial Group

(408) 213-6930
1541 The Alameda, Suite A, San Jose, California, 95126

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
Saturday Closed
Sunday Closed

About us

At Alameda Financial Group, we are passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially empowered. We believe in building long-term relationships through a holistic approach that allows us to deeply understand your specific situation, values, needs and hopes. We work closely with you to develop thoughtful strategies that are designed to help you work towards your goals and prepare you for all of life's critical financial events. David and Ally joined as a collaborative team, as they both shared a passion for helping others navigate both the financial and non-financial highs and lows that life brings. David and Ally each bring their unique strengths to the table to provide an optimal client experience.

Call Today

Tags Insurance, Business Succession, Estate Planning, Retirement Income, Financial Planning
Products Financial Planning, Retirement Income, Estate Planning, Business Succession Planning, Insurance

Reviews


No reviews yet. Be the first to write a review!