Diamond Oak Wealth Partners - James Bassett
- 2333 San Ramon Valley Blvd Ste 450 San Ramon CA 94583
- (925) 478-7777
- (925) 478-7781
- Send Email
- Visit Website
M-F 8:30am - 6pm
We are located in Center Plaza at 2333 San Ramon Valley Blvd,. Ste 450, San Ramon, CA 94583
I entered the financial services industry because I like helping people work toward achieving their long-term financial goals. Building relationship with my clients and in my community is key. I help clients achieve their financial goals by understanding their needs and then recommending and implementing customized solutions to meet those needs. I work on a variety of customized solutions for helping clients prepare for retirement, live in retirement, save for major purchases, fund a child's or grandchild's education and transfer assets.
Diamond Oak Wealth Partners meet face to face with their clients to build strong relationships. We do so by offering excellent client service through our convenient branch locations in the communities where our clients live and work.
- Financial Planning
- Phone: (925) 478-7777
- Fax: (925) 478-7781
- Send an Email
- 2333 San Ramon Valley Blvd Ste 450 San Ramon California 94583