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Oui Financial
855 Lincoln Way, San Francisco, California, United States
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About the Oui Financial
Oui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries.
Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.
At Oui Financial, we prioritize your financial interests and do not sell financial products or receive commissions. Our experienced team understands the unique challenges faced by Franco-American individuals and can help you make informed decisions about your capital, big or small. We also prioritize investing in socially responsible funds that do not support tobacco or environmentally harmful companies.
We work with clients who are at least 15 years away from retirement and plan to stay in the US for several years. Our services are tailored to French residents with American or French nationality who have liquid assets in the US totaling over $1 million and want active portfolio management.
Guillaume Decalf, our registered investment adviser, is licensed in multiple states including Washington, California, Texas, and New York. We adhere to strict regulations to ensure that our clients receive personalized investment advice and transaction services in compliance with state laws.
If you're looking for a financial partner who will prioritize your long-term financial goals and provide expert guidance on managing your wealth in the US, Oui Financial is here to help. Contact us today to schedule your free consultation and start planning for a secure financial future.
855 Lincoln Way, San Francisco, CA 94122, United States
Opening hours of Oui Financial
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 12:00
Sunday:
Day off
Reviews of Oui Financial
"Working with Oui Financial has surpassed my expectations. I appreciate Guillaume’s straightforward and clear approach to investing. Services are tailored to my needs and never over complicated. I would highly recommend Oui Financial to anyone who wants expert, trusted service that aligns to their values."
"In planning my move to France, I needed someone who is familiar with the French financial system as well as the American’s. Monsieur Decalf of Oui Financial fit the bill. In my 45 minute conversation with him, he was very knowledgeable, patient, and resourceful. Monsieur Decalf addressed all my concerns and reaffirmed my knowledge without being condescending. He also followed up with an email for important contacts in France. I highly recommend Oui Financial for their honesty and prompt response to my financial needs. Merci pour tout!"
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