Mission Statement

Dennis Loo & Associates is dedicated to helping our clients, both businesses and individuals, achieve their financial goals. We understand our client’s financial life and coordinate investment, estate, insurance, and tax strategies to work toward their short-term and long-term goals. We will advise only in the best interest of our clients with the utmost integrity, using only quality research information and services.

If you have any questions about your current financial situation or wish to schedule a no-obligation appointment, send us an email or give us a call at 925-962-0433