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Locality: San Ramon, California



Address: 3000 Executive Pkwy, Suite 400 94583 San Ramon, CA, US

Website: www.acordandfong.com/

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Acord & Fong Wealth Strategies 18.10.2021

We continue to recognize October as Financial Planning Month. To see if we can help you in your financial planning needs, visit us at www.acordandfong.com! #acordandfong #financialplanning #retirementplanning #wealthmanagement

Acord & Fong Wealth Strategies 05.10.2021

It's October, that means it's FAFSA time. To be considered for federal student aid for 2021-22 award year, you can complete the FAFSA form starting October 1, 2021 thru June 30, 2022. Even if you expect to cover your child's college costs through sources other than Federal aid, it is usually worthwhile, if not required for you to complete the Free Application for Federal Student Aid (FAFSA) as the initial part of the process. In addition to determining your family's eligibility for federal assistance, the FAFSA is the primary qualifying form used by many college, state, local, and private financial assistance programs. #acordandfong #fafsa #collegeplanning

Acord & Fong Wealth Strategies 16.09.2021

October is Financial Planning Month! We understand the financial planner you pick to manage your assets and advise you on key financial decisions affects your retirement and other major financial goals. We are committed to serving as stewards of wealth for our clients. Our process is comprehensive and highly personalized. We take the time to truly evaluate and understand your lifestyle and goals to build a financial plan designed to protect and grow your wealth. Visit us at www.acordandfong to see how we can help! #acordandfong #financialplanning #financialadvisors