Acord Fong Wealth Strategies

Acord & Fong Wealth Strategies is a comprehensive financial planning company located in San Ramon, California. The company employs 12 people. Acord & Fong Wealth Strategies provides financial planning services to clients throughout the Northern California Bay Area. They specialize in helping clients grow, protect, and transfer wealth. The company also coordinates and collaborates with existing advisors and acts as a catalyst to put clients' planning in order. Acord & Fong Wealth Strategies differentiates itself through its process-structured practice, which focuses on client needs and simplifies complex situations. The team emphasizes integrity, honesty, and exceptional customer service, believing in long-term relationships over short-term gains. Clients can contact Acord & Fong Wealth Strategies at 3000 Executive Parkway, Suite 400, San Ramon, CA 94583, or by calling (925) 659-0338.