Acord & Fong Wealth Strategies

Acord & Fong Wealth Strategies is a comprehensive financial planning company that services clients throughout the Northern California Bay Area. With over 90 years of financial planning experience on our planner team, we are uniquely qualified to provide our clients with clarity and solutions that meet their needs. Our process-structured practice, allows us to focus on our clients needs and make complex situations simple to understand. It also affords us the ability to leverage each team members talents. It is a privilege to serve our clients and we take that responsibility very seriously. Each member of our team is committed to the values of integrity, honesty and exceptional customer service. We believe that long-term relationships are more important than short-term gains. In summary, our clients hire us to do three things: To offer creative design ideas to help grow, protect and transfer wealth. To coordinate and collaborate with your existing advisors. To act as a catalyst to...