Dixon Financial Services 875 Las Trampas Rd, Lafayette, CA94549 Dixon Financial Services provides customized financial advisement and investment services. It helps clients…More plan finances, retirement, insurance and investments.
Strategic Financial 3470 Mt Diablo Blvd, Lafayette, CA94549 Strategic Financial offers its services as financial planners and consultants. It is located conveniently near the…More Lafayette BART. For more information, contact the office.
Financial Security by Design 852 Acampo Dr, Lafayette, CA94549 Financial Security by Design is a financial advisement firm with a local office in Lafayette. Among other…More financial services offered, the firm assists clients in choosing investments to develop portfolios, saving for retirement and financial planning.
Laurus Financial Group, LLC 16 La Cintilla, Orinda, CA94563 Laurus Financial Group is an Orinda-based financial planning and investment firm located on La Cintilla. The firm prides…More itself on its integrity, offering comprehensive asset management, investement advice, financial planning and investment brokerage services for individuals and families. To schedule a consultation appointment, call Laurus Financial Group during regular business hours.
Mosher & Ellis Financial Planning 3658 Mt Diablo Blvd, Lafayette, CA94549 The offices of Mosher & Ellis Financial Planning is a quick walk from the Lafayette BART. The Certified Financial…More Planners of Mosher & Ellis offer a wide range of planning, money management and other financial services for individuals. The firm has been selected three times by Medical Economics as one of the 150 best financial advisers for doctors.
Centurion Financial & Insurance Services 3527 Mt Diablo Blvd, Lafayette, CA94549 Centurion Financial & Insurance Services is a local insurance agency based in Lafayette. It provides financial…More advisement and a number of insurance plans for business and personal purposes. For more information on the services, be sure to call the number provided.
Lafayette Square Insurance and Financial Services 3730 Mt Diablo Blvd Ste 220, Lafayette, CA94549 Lafayette Square Insurance and Financial Services offers comprehensive insurance benefit plans for businesses…More and individuals. Lafayette Square Insurance and Financial Services can also help with retirement and estate planning.
Frank Burns Financial Services 3915 S Peardale Dr, Lafayette, CA94549 Frank Burns Financial Services is a local accounting firm based in Lafayette, Calif. Frank Burns can provide financial…More advisement and planning. For more information, call the number provided.
Dudum Financial & Insurance Services specializes in providing corporate employee benefit solutions, personal…More estate protection and trust planning. The business was founded by brothers Jason and Keith Dudum more than 10 years ago. The Dudums are experienced financial advisors.
Terracorp Financial, Inc. 1043 Stuart St, Lafayette, CA94549 Terracorp Financial, Inc., is a real estate agency with services including mortgage consultation, financing and loans.…More For more information, contact the phone number listed.
Strategic Advisory Services 3 Altarinda Rd, Orinda, CA94563 Strategic Advisory Services is headed by Paul J. Gire who offers his services in financial planning and investment…More advising. For more information of consultations, contact number listed.
Capital Advantage 3708 Mt Diablo Blvd, Lafayette, CA94549 Capital Advantage is a financial services firm, providing clients expertise…More in financial assessments and investment strategies. The company assists in all aspects of financial planning, including investment management, estate, retirement, education, divorce and charitable planning.
Vivell Insurance Services 639 Cross Ridge Ter, Orinda, CA94563 Vivell Insurance Services specializes as an insurance agency for personal and commercial clients. The agency also offers…More legal and financial consultations regarding policies. Call for more information.
Citibank 37 Orinda Way, Orinda, CA94563 Citibank is a nationwide bank that prides itself on its strong financial services. It has a special rewards program…More where you obtain points each month which can then be traded online for goods and services. It also has a 'Good Member' program where customers gain financial incentives for referring people to the bank. You can introduce up to twenty people for a total of $200.
Sabrina Julian is a financial advisor and licensed insurance agent.
Julian reviews clients'…More investment portfolios and develops financial and retirement plans. She can also assist with estate planning and life insurance.
Citibank 3614 Mt Diablo Blvd, Lafayette, CA94549 Citibank provides financial services for personal and corporate accounts. Special services include CitiBusiness…More Specialists by appointment, mortgage sales and safe deposit services, as well as bank services including savings accounts, checking accounts and money orders. An ATM is located next to the entrance for 24 hour banking accessibility.
Main Street Property Services 3569 Mt Diablo Blvd Ste 200, Lafayette, CA94549 Main Street Property Services is a retail real estate services firm founded in 1997. It provides services for retail…More property owners, investors, tenants and municipalities throughout Northern California such as leasing, general accounting, financial reporting, project consulting and design solutions.
Argus Services 3483 Golden Gate Way, Lafayette, CA94549 Argus Services are a local accounting firm based in Lafayette. Argus Services can take care of tax…More preparation and filing, payroll, accounting and bookkeeping. For current rates on any of its financial services, be sure to call the number provided.
Stephen P. Paddock, C.F.P. 12 Orinda Way, Orinda, CA94563 Stephen P. Paddock is a certified financial planner. His office in Orinda near the Orinda BART station. Mr. Paddock…More offers services in investment, financial planning, management and consultations. For more information, call his office.
Equity Captial Investment Fund 3527 Mt Diablo Blvd, Lafayette, CA94549 Equity Captial Investment Fund is a financial services firm based in Lafayette.
Rose Investment Co. 47 Orchard Rd, Orinda, CA94563 Rose Investment Co. services the town of Orinda and is a property management company that deals with investments and…More financial planning. For more information, contact the number listed.
Real Estate Financing 19 Bates Blvd, Orinda, CA94563 Real Estate Financing is a mortgage lender with offices located near the Orinda BART station. Services offered include…More financing, mortgage lending, consultation and financial asset management.
Trust Mortgage & Capital 653 Miner Rd, Orinda, CA94563 Trust Mortgage and Capital specializes in providing mortgages and financial services for both individual and corporate…More clients.
Bowers, Narasky & Daley 1024 Country Club Dr, Moraga, CA94556 Bowers, Narasky & Daley is an accounting firm based in Moraga. The team provides financial planning and tax…More preparation services for both personal and business clients.
Bruce A. Parsons, CPA 370 Park St, Moraga, CA94556 Bruce A. Parsons and the certified accountants that work with him offer Moraga area businesses and individuals…More bookkeeping services and financial advice.
Ellen D. Resnick 250 Lafayette Cir, Lafayette, CA94549 Ellen D. Resnick is a financial planner. Services include investment consultations. For more information, please call.
Edward C. Hartmane Associates 485 Butterfield Pl, Moraga, CA94556 Edward C. Hartmane Associates is a financial consultant firm based locally in Moraga. For more information on fees and…More services, be sure to call the number provided.