Context Wealth Advisors - Campbell, California

Context Wealth Advisors is a financial planning firm that can help you with your financial goals and needs. They are located at Address: 1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States. You can contact them by phone at 4089053000 or visit their website at contextwealth.com.

Context Wealth Advisors specializes in financial planning, they are committed to understanding your unique situation and creating a personalized plan to help you achieve your financial goals. They offer a wide range of services, including retirement planning, investment management, tax planning, estate planning, and insurance services.

Their office is equipped with wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet making it easy for everyone to access their services. They also have toilets and recommend making an appointment before visiting.

According to Google My Business, Context Wealth Advisors has an average rating of 5/5 with 5 reviews. This is a testament to the high-quality service they provide to their clients.

Reviews of Context Wealth Advisors

Dee King Raub

5/5

We have been with Chris Duke for the past four years and we feel very fortunate to have him in our corner. He is an excellent communicator and an even better listener. What I appreciate the most is that he always listens to what I am trying to accomplish and always provides sound advice with different options to achieve what I am after. He also always takes the time to make sure I understand things completely. Now that I am retired, his services are invaluable. With limited income, I need expert guidance and I am so thankful to have Chris for that.

Patti McGuire

5/5

We have worked with Chris for more than 10 years and have the utmost confidence in his ability to plan for our retirement and manage our finances in an honest and ethical manner. He is a pleasure to work with and always has our best interests at heart. Chris spends as much time with us as we need, never making us feel rushed. He will answer our dozens of questions and makes sure that we fully understand the answers. He gives us his best advice, but also presents all of the options and takes into account our risk tolerance at any given time. We always feel like a team with shared goals and that's important.

Robin Raffa

5/5

I love Chris. He is a great friend and a great Financial advisor. He has really found his calling in life. His staff is top notch and does not miss a beat. I feel blessed to have him in my life personally and professionally.

Lynn Olavarri

5/5

For over ten years, Chris Duke has been an invaluable member of our business AND our personal team. His advice and support has been of such quality, that I would never dream of another financial service. Whenever I have had a need or just a simple question, Chris has responded almost immediately and has always had the answer. We have had many financial advisors (we are near retirement), and Chris Duke has definitely been the best.

Jennifer Martin

5/5

I have worked with Chris Duke for several years and have been very pleased with the results! I find he and his staff to be responsive with thoughtful answers and also thorough in my investment interests.