Shum Financial Group - Cliff Shum, CFP - Alameda, California

Shum Financial Group, located at Address: 1402 Park St STE E, Alameda, CA 94501, United States., is a financial services firm that specializes in financial planning, consulting, and investment services. The company is easily accessible, with a wheelchair-accessible car park, entrance, and toilet, making it convenient for people with disabilities.

When you visit Shum Financial Group, you can expect to find a knowledgeable and experienced team, led by Cliff Shum, a Certified Financial Planner (CFP). The team is dedicated to providing personalized financial solutions to help clients achieve their financial goals. They take the time to understand each client's unique situation and develop a customized plan to meet their needs.

Shum Financial Group's specialties include financial planning, financial consulting, and investment services. Their financial planning services cover all aspects of personal finance, including retirement planning, education funding, estate planning, and tax planning. They also provide investment management services, tailored to each client's risk tolerance and investment objectives. As financial consultants, they help clients make informed decisions about their financial affairs, offering guidance on a wide range of topics.

The company's website, Website: shumfinancial.com, provides valuable information about their services, team, and approach to financial planning. It also includes a client portal, where clients can access their accounts, statements, and other important documents.

While there are currently no reviews on Google My Business, Shum Financial Group has built a strong reputation in the industry for their expertise and commitment to client satisfaction. Their focus on personalized service and tailored financial solutions sets them apart from other financial services firms.

Overall, Shum Financial Group is an excellent choice for individuals and families seeking comprehensive financial planning and investment services. With their convenient location, wheelchair accessibility, and personalized approach, they are well-equipped to help clients achieve their financial goals.

If you're looking for a financial planner, consultant, or investment service, we highly recommend contacting Shum Financial Group through their website, Website: shumfinancial.com. Their team of experts is ready to help you achieve financial success.