Business Hours
Monday 08:30am - 04:30pm
Tuesday 08:30am - 04:30pm
Wednesday 08:30am - 04:30pm
Thursday 08:30am - 04:30pm
Friday 08:30am - 04:30pm
Proxy Advisory Group Verified by Synup
Listed In: Financial Planning
Proxy Advisory Group is a trusted financial planner in Walnut Creek, CA, offering comprehensive investment services and financial advising solutions. Specializing in retirement plans including traditional IRA, Roth IRA, SEP IRA, and 401(k) planning, they provide expert guidance on bonds, common… Proxy Advisory Group is a trusted financial planner in Walnut Creek, CA, offering comprehensive investment services and financial advising solutions. Specializing in retirement plans including traditional IRA, Roth IRA, SEP IRA, and 401(k) planning, they provide expert guidance on bonds, common stock, brokerage accounts, and government securities. Their services extend to estate plans, college planning, tax strategies, and insurance solutions including life insurance, disability income insurance, and long-term-care insurance for complete financial security. Read more