Asti Financial Management

1101 Marina Village Pkwy #201
Alameda, CA 94501 510-525-8557

Ratings

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Consumer Ratings for Asti Financial Management — 6 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Asti Financial Management

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Consumer from Berkeley, CA
Feb 24, 2023
Recommended
Consumer from El Cerrito, CA
Aug 11, 2021
Recommended
Consumer from Oakland, CA
Nov 10, 2020
Recommended
She reviews your portfolio, makes detailed recommendations,explains the recommendations and then give you a plan to implement. She then charges for a few hours work. I do a substantial amount of research on my own so was impressed with how Julie worked and it all made sense. I go every two years or so to be rebalanced.

...and 3 more consumer comments for Asti Financial Management