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Context Wealth Advisors
1901 South Bascom Avenue, Campbell, California, United States
About the Context Wealth Advisors
Context Wealth Advisors is a leading finance institution located at 1901 South Bascom Avenue in Campbell, California. Our team of expert advisors is dedicated to providing personalized wealth management solutions tailored to each client's unique financial goals and objectives. With a focus on comprehensive financial planning and investment management, we strive to help our clients achieve long-term financial success and security. Contact us today to learn more about how Context Wealth Advisors can help you navigate the complexities of the financial world and build a solid financial foundation for the future.
Photos of Context Wealth Advisors
1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States
Opening hours of Context Wealth Advisors
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Context Wealth Advisors
"I love Chris. He is a great friend and a great Financial advisor. He has really found his calling in life. His staff is top notch and does not miss a beat. I feel blessed to have him in my life personally and professionally."
"We have worked with Chris for more than 10 years and have the utmost confidence in his ability to plan for our retirement and manage our finances in an honest and ethical manner. He is a pleasure to work with and always has our best interests at heart. Chris spends as much time with us as we need, never making us feel rushed. He will answer our dozens of questions and makes sure that we fully understand the answers. He gives us his best advice, but also presents all of the options and takes into account our risk tolerance at any given time. We always feel like a team with shared goals and that's important."
"We have been with Chris Duke for the past four years and we feel very fortunate to have him in our corner. He is an excellent communicator and an even better listener. What I appreciate the most is that he always listens to what I am trying to accomplish and always provides sound advice with different options to achieve what I am after. He also always takes the time to make sure I understand things completely. Now that I am retired, his services are invaluable. With limited income, I need expert guidance and I am so thankful to have Chris for that."
"For over ten years, Chris Duke has been an invaluable member of our business AND our personal team. His advice and support has been of such quality, that I would never dream of another financial service. Whenever I have had a need or just a simple question, Chris has responded almost immediately and has always had the answer. We have had many financial advisors (we are near retirement), and Chris Duke has definitely been the best."
"I have worked with Chris Duke for over 12 years. I have always enjoyed his clear communication and his professional philosophy of putting the client’s goals and objectives first. He conducts his business with the highest ethical and professional standards, while making you feel you are his most important client. I’ve never felt like just another number. I have recommended him to a number of close friends, family and business associates and will continue to do so."
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