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Search Results
Dixon Financial Services
875 Las Trampas Rd, Lafayette, CA 94549
Dixon Financial Services provides customized financial advisement and investment services. It helps clientsMore plan finances, retirement, insurance and investments.
Strategic Financial
3470 Mt Diablo Blvd, Lafayette, CA 94549
Strategic Financial offers its services as financial planners and consultants. It is located conveniently near theMore Lafayette BART. For more information, contact the office.
Financial Security by Design
852 Acampo Dr, Lafayette, CA 94549
Financial Security by Design is a financial advisement firm with a local office in Lafayette. Among otherMore 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, CA 94563
Laurus Financial Group is an Orinda-based financial planning and investment firm located on La Cintilla. The firm pridesMore 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, CA 94549
The offices of Mosher & Ellis Financial Planning is a quick walk from the Lafayette BART. The Certified FinancialMore 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, CA 94549
Centurion Financial & Insurance Services is a local insurance agency based in Lafayette. It provides financialMore 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, CA 94549
Lafayette Square Insurance and Financial Services offers comprehensive insurance benefit plans for businessesMore 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, CA 94549
Frank Burns Financial Services is a local accounting firm based in Lafayette, Calif. Frank Burns can provide financialMore advisement and planning. For more information, call the number provided.
Dudum Financial & Insurance Services
3505 Mt Diablo Blvd, Lafayette, CA 94549

Dudum Financial & Insurance Services specializes in providing corporate employee benefit solutions, personalMore 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, CA 94549
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.
Alexander Binnie - Ameriprise Financial Services, Inc.
5 Corte Del Rey, Orinda, CA 94563-4303
Strategic Advisory Services
3 Altarinda Rd, Orinda, CA 94563
Strategic Advisory Services is headed by Paul J. Gire who offers his services in financial planning and investmentMore advising. For more information of consultations, contact number listed.
Capital Advantage
3708 Mt Diablo Blvd, Lafayette, CA 94549
Capital Advantage is a financial services firm, providing clients expertiseMore 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.
Ellen Resneck - Ameriprise Financial Services, Inc.
3595 Mt Diablo Blvd, Lafayette, CA 94549
Robert Warehouse - Ameriprise Financial Services, Inc.
3196 Lucas Cir, Lafayette, CA 94549
Vivell Insurance Services
639 Cross Ridge Ter, Orinda, CA 94563
Vivell Insurance Services specializes as an insurance agency for personal and commercial clients. The agency also offersMore legal and financial consultations regarding policies. Call for more information.
Citibank
37 Orinda Way, Orinda, CA 94563
Citibank is a nationwide bank that prides itself on its strong financial services. It has a special rewards programMore 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 Investment Services
346 Rheem Blvd, Moraga, CA 94556

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, CA 94549
Citibank provides financial services for personal and corporate accounts. Special services include CitiBusinessMore 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, CA 94549
Main Street Property Services is a retail real estate services firm founded in 1997. It provides services for retailMore 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, CA 94549
Argus Services are a local accounting firm based in Lafayette. Argus Services can take care of taxMore 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, CA 94563
Stephen P. Paddock is a certified financial planner. His office in Orinda near the Orinda BART station. Mr. PaddockMore offers services in investment, financial planning, management and consultations. For more information, call his office.
Equity Captial Investment Fund
3527 Mt Diablo Blvd, Lafayette, CA 94549
Equity Captial Investment Fund is a financial services firm based in Lafayette.
Rose Investment Co.
47 Orchard Rd, Orinda, CA 94563
Rose Investment Co. services the town of Orinda and is a property management company that deals with investments andMore financial planning. For more information, contact the number listed.
Real Estate Financing
19 Bates Blvd, Orinda, CA 94563
Real Estate Financing is a mortgage lender with offices located near the Orinda BART station. Services offered includeMore financing, mortgage lending, consultation and financial asset management.
Trust Mortgage & Capital
653 Miner Rd, Orinda, CA 94563
Trust Mortgage and Capital specializes in providing mortgages and financial services for both individual and corporateMore clients.
Bowers, Narasky & Daley
1024 Country Club Dr, Moraga, CA 94556
Bowers, Narasky & Daley is an accounting firm based in Moraga. The team provides financial planning and taxMore preparation services for both personal and business clients.
Bruce A. Parsons, CPA
370 Park St, Moraga, CA 94556
Bruce A. Parsons and the certified accountants that work with him offer Moraga area businesses and individualsMore bookkeeping services and financial advice. 
Ellen D. Resnick
250 Lafayette Cir, Lafayette, CA 94549
Ellen D. Resnick is a financial planner. Services include investment consultations. For more information, please call.
Edward C. Hartmane Associates
485 Butterfield Pl, Moraga, CA 94556
Edward C. Hartmane Associates is a financial consultant firm based locally in Moraga. For more information on fees andMore services, be sure to call the number provided.