Lincoln Financial Advisors
Acord & Fong Wealth Strategies is a comprehensive financial planning firm based in the Northern California Bay Area, boasting over 100 years of collective experience. Founded by Rod Acord and Martin Fong, the firm offers a holistic suite of services, including financial planning, estate planning, insurance, employer-sponsored retirement plans, and business succession strategies. Their approach is client-centric, focusing on understanding individual goals and providing tailored solutions to help clients grow, protect, and transfer wealth. With a team of seasoned professionals, Acord & Fong emphasizes integrity, honesty, and exceptional customer service, aiming to build long-term relationships that prioritize clients’ financial well-being .