Prime Rick Financial Planner

★★★★★
  • 2936 Domingo Ave Ste 1

    Berkeley, CA 94705

    Map & Directions
  • 510-841-1007

About Prime Rick Financial Planner

Hours
Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED

Finance

Finance
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5.0 1
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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

5
★★★★★

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

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Message from Prime Rick Financial Planner

We are a wealth management firm consisting of financial planners, which provide a range of financial advisory services. Our financial planning services are designed to help clients articulate their dreams and aspirations through personal attention and advice.

 

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