OUI means "Yes" in French, as in Yes to financial freedom.
Confused about IRA, Roth IRA, 401K, 403b, 529...? Sell or keep your stock options? How to invest? Leaving the US, what to do with my accounts?
We are here to help.
We have a simple approach to financial planning. We will first sit with you to discuss your situation, goals, and any concerns you may have. We will help you invest, create a budget, save money, reimburse your debts, plan for your children's education, etc.
Our ultimate goal is to empower you to make the right decisions with your money. As registered investment advisor, we have a fiduciary responsibility to act in your best interest.
Guillaume Decalf is a registered investment adviser in the State of Washington, California, Texas, Florida, New-Jersey and New-York. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 855 Lincoln Way, San Francisco,california,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://ouifinancial.com
- Keywords
- Financial planning, Investment management, Tax-optimized cross border planning, Custom portfolio construction, Retirement and estate strategies.
- HQ
- San Francisco, California
Oui Financial Questions
Oui Financial's website is https://ouifinancial.com
Oui Financial's LinkedIn profile is https://www.linkedin.com/company/ouifinancial
Oui Financial has
2 employees.
View email and phone details for 2
employees at Oui Financial.
Oui Financial's industry is
Financial Services
Oui Financial's top competitors are
Di Patrimonio Conseils,
Proprium,
We Financial Group,
Yes Stock And Securities Private Limited,
The Black Student Union At Syracuse University,
Blue Grasshopper,
99 Pathways,
Ploovers,
Usafrance Financials Group,
Jade Fiducial.
Oui Financial's categories are Financial Services
Oui Financial's founding year is 2018
