Diamond Oak Wealth Partners - James Bassett - San Ramon, California

Address: 2333 San Ramon Valley Blvd # 450, San Ramon, CA 94583.
Phone: 54787777.
Website: diamondoakwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Diamond Oak Wealth Partners - James Bassett

☎️54787777

⏰ Open Hours of Diamond Oak Wealth Partners - James Bassett

Monday: 8:30 AM–6 PM
Tuesday: 8:30 AM–6 PM
Wednesday: 8:30 AM–6 PM
Thursday: 8:30 AM–6 PM
Friday: 8:30 AM–6 PM
Saturday: Closed
Sunday: Closed

Overview of Diamond Oak Wealth Partners - James Bassett

Diamond Oak Wealth Partners, expertly guided by James Bassett, stands out as a premier financial planning service located at 2333 San Ramon Valley Blvd # 450, San Ramon, CA 94583. With a contact number 54787777 readily available, potential clients can easily reach out to schedule a consultation. Their professional presence is further emphasized by a comprehensive website diamondoakwealth.com, perfect for those looking to delve deeper into their services and learn more about how they can assist with financial planning.

Special Expertise and Accessibility

James Bassett specializes in being a Financial Planner, offering expert guidance tailored to individual clients' needs. His office is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restrooms, ensuring that everyone can receive the personalized financial advice they deserve without barriers.

Client Reviews and Experience

The company boasts an impressive 5 reviews on Google My Business, all reflecting an average opinion of 5/5. These glowing reviews highlight James's ability to listen intently to his clients' concerns, making sure every financial decision aligns with their objectives. Clients like this busy business owner appreciate James's patience and thorough understanding, which leads to personalized financial strategies that truly cater to their unique situations. Opinions consistently praise James for his responsive, transparent, and trustworthy approach to financial advising.

Recommendation for Potential Clients

For anyone seeking a financial advisor who combines expertise with personal touch, James Bassett at Diamond Oak Wealth Partners is a top choice. His office's commitment to accessibility and his own dedication to understanding and addressing individual clients' financial goals make him a standout in the industry. To experience his exceptional service firsthand, it's recommended to book an appointment via phone or visit their website diamondoakwealth.com to learn more about their services.

👍 Reviews of Diamond Oak Wealth Partners - James Bassett

Diamond Oak Wealth Partners - James Bassett - San Ramon, California

Kim F.

5/5

As a busy business owner, who doesn't know much about investing, I needed someone who is not only knowledgeable, but patient. He took the time to thoroughly assess my financial situation and tailor to my personal needs.

He genuinely listens to my concerns, ensuring that every decision made reflects my financial objective.

I highly recommend James to anyone who is seeking a responsive, transparent and trustworthy financial advisor. I'm thankful I switched to James years ago to keep me headed in the right direction.

Kevin L.

5/5

James is an exceptional financial advisor who truly has gone above and beyond for me and my family. His expertise and knowledge of the industry are second to none, and he always takes the time to educate his clients on their investments and financial planning options.

One of the things that I think sets James apart is his dedication to his clients' success. He didn't just give us the cookie cutter portfolio or financial plan. He actually took the time to get to know us, build a personalized plan and has helped us with recommendations to fit our unique needs and investment goals.

I have been working with James for over 5 years now, and I can honestly say that he has made a significant positive impact on our financial life and is always looking for ways to help us continue to achieve our goals as i life has changed over the years.

I would highly recommend James Bassett. His expertise, dedication, and personalized approach make him an excellent choice for anyone looking to take control of their financial future.

Kris K.

5/5

My wife and I have been working with James for years. After a history of poor experiences with so called wealth advisors we were guarded from the start. James has far exceeded our expectations year after year... He has a knack for taking his knowledge and delivering it in a concise manner that helps us to understand what our options are and what he recommends for our situation. We have enjoyed seeing our plans for retirement and our children's futures come to life in real time. Can't recommend him enough

Sheeja N.

5/5

When we were looking for a financial advisor, the most important quality was "trust" - we needed to be sure that our advisor would look out for us and our best interests.
With James Bassett, we have found an advisor who is not only capable, but also someone we can trust to act on our behalf and help achieve our goals. He is responsive, professional and extremely good to work with. Highly recommended!

Kelly B.

5/5

James Bassett really knows what he is doing and he takes his time with clients. Working with James means that you know what you have and where you going and you feel supported in getting there. I highly recommend him!