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States > California > Berkeley Yellow Pages > Financial Services > Prime Rick Financial Planner

Prime Rick Financial Planner

2936 Domingo Ave Berkeley,CA 94705 map
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Prime Rick Financial Planner is located on 2936 Domingo Ave in Berkeley. Prime Rick Financial Planner can be reached by phone by calling (510) 841-1007 . Prime Rick Financial Planner has a single review on MojoPages.com, and it's a positive review.
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Saturday, April 1, 2006
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Financial Planning by Doug S. at InsiderPages
I recommend Rick Prime at Financial Network. Rick is an exceptional listener and can analyze your financial portfolio to help you figure out what you can afford to do in the present and future given your current and expected earnings.

He is very diplomatic and equally good at listening to each partner -- much like a couples counselor in his approach. On the other hand, he's very analytical and can put together a long-term financial plan that explains just what your options are in various scenarios, including retirement planning, investing for college, upgrading your living situation and simply enjoying life.

He is well-traveled and very diligent about asking about your vacation, travel and recreational goals and incorporating them into his analysis. I think he charges around $1800 to do a full plan, which takes into account your objectives and interests and how you can best save for them. His plans are very detailed and thorough, a really valuable road map in understanding your financial situation. He also manages investments, of course. But it's his personal style and realistic approach that make him really terrific to work with.

PROS: Good Listener, Independent, Seems to be able to create order out of chaos.
CONS: Not free but his fees are reasonable

Read more at eastbay.citysearch.com
Recommended: Yes
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Business Details on Prime Rick Financial Planner

Phone Numbers:
Primary Phone: (510) 841-1007