Balance Financial Planning

5438 Shafter Ave
Oakland, CA 94618 510-847-7432

Ratings

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Consumer Ratings for Balance Financial Planning — 1 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 Balance Financial Planning

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Consumer from Moraga, CA
May 08, 2020
Recommended
Cheryl charges by the hour and fits the needs of most families looking for a financial plan, including whether they are on track for a successful retirement. She listens intently to her clients and does not pressure clients to spend more on the plan than they need to.