Abacus Financial Group

Established in 1947, Abacus serves over 1, 000 customers today. We currently have two locations, one in Berkeley, CA and the other in Alamo, CA. Most customers live or work in the San Francisco Bay Area, with a majority in Contra Costa and Alameda Counties. A huge portion of our practice is committed to U. S. Citizens living abroad and expatriates who have unique tax and investment requirements. We offer investment consulting services to high net-worth customers and retirement plan sponsors through Abacus Financial Group.