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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.
G. Haislet Scott
986 Moraga Rd, Lafayette, CA 94549
G. Haislet Scott is a CPA and a certified specialist in taxation law. He also specializes in financialMore dispute resolution, estate planning and real estate law. Call the office for an appointment.
Robert Warehouse - Ameriprise Financial Services, Inc.
3196 Lucas Cir, Lafayette, CA 94549
Ellen Resneck - Ameriprise Financial Services, Inc.
3595 Mt Diablo Blvd, Lafayette, CA 94549
Shore Trading
147 Camelia Ln, Lafayette, CA 94549
Shore Trading specializes in investment partnerships, financial advising and financial products. 
Worsham Gary, A CLU Charter Financial Consultant
745 St Marys Rd, Lafayette, CA 94549
Gary Worsham offers legal and financial advice in matters of insurance.
Diablo Tax Service
3483 Golden Gate Way, Lafayette, CA 94549
Diablo Tax Service offers year-round, full-service tax preparation and tax audit support for business andMore personal finances. Call Diablo Tax Service for information about its current rates.
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.
Michele C. Day, CPA
925 Village Ctr, Lafayette, CA 94549
Michele C. Day is a Certified Public Accountant with a masters in business administration. She helps clients with taxMore preparation, basic accounting services and provides financial advice for both business and personal purposes.
Parodi & DeLaveaga
3658 Mt Diablo Blvd, Lafayette, CA 94549

These local CPAs offer individual and business clients accounting services in tax planning and preparation, financialMore statement reporting and business consulting services.</p> <p><b><br /></b></p>

Olympic Bookkeeping & Tax Service
3483 Golden Gate Way, Lafayette, CA 94549
Olympic Bookkeeping & Tax Service offers accounting and tax services for businesses, families and individuals inMore Lamorinda and surrounding areas. Be sure to give them a call for their hourly rates.
Leibowitz Tax Service
954 Risa Rd, Lafayette, CA 94549
Leibowitz Tax Service handles all aspects of tax preparation and filing for business and personal services. ForMore more information on its fees and services, call for an estimate.
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.
Holst Business Services
21 Orinda Way # 304, Orinda, CA 94563
Holst Business Services is a business accounting firm. It offers business counseling, monthly accounting reports,More complete payroll and tax services.  
The Divorce Resource
Po Box 725, Orinda, CA 94563
The Divorce Resource offers services as attorneys and consultants for divorce questions and problems. For moreMore information, contact the number listed.
Caesar C. Perales, CPA
3650 Mt Diablo Blvd, Lafayette, CA 94549
Caesar C. Perales is a Certified Public Accountant. His office offers services including accounting, financial planning,More consultancy, management and bookkeeping. For more information about the business, contact the number listed.
Switch Management
242 Lafayette Cir, Lafayette, CA 94549
Switch Management Corporation offers billing service. For more information, contact the number listed. 
Mcginnis Insurance
936 Dewing Ave, Lafayette, CA 94549
Mcginnis Insurance provides protection plans for yachts. Call for more information.
Stefan Associates, LLC
515 Woodminster Dr, Moraga, CA 94556
Keely Stefan, the owner of Stefan Associates, is an accountant and career coach. She helpsMore clients assess and meet financial goals through diligent accounting and research.
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. 
Equity Captial Investment Fund
3527 Mt Diablo Blvd, Lafayette, CA 94549
Equity Captial Investment Fund is a financial services firm based in Lafayette.
Ameriprise Financial
3595 Mt Diablo Blvd, Lafayette, CA 94549
Senior Financial advisor Ellen Resneck heads this Ameriprise office in Lafayette. Resneck is a Certified FinancialMore Planner with nearly 20 years of experience. Resneck focuses and specializes in retirement planning, women's financial strategies and estate planning.
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.
HC Financial Advisors
3685 Mt Diablo Blvd, Lafayette, CA 94549

HC Financial Advisors is an investment advisement firm.  

HC Financial Advisors consult clients onMore managing investments and assets, as well as in all aspects of financial planning.</p>

Marina Wright & Associates
22 Greenwood Ct, Orinda, CA 94563
Marina Wright & Associates provides tax accounting services for businesses and individuals. The owner, MarinaMore Wright, earned her M.A. in taxation at Golden Gate University.
Comyns, Smith, McCleary and Deaver
3470 Mt Diablo Blvd, Lafayette, CA 94549
Comyns, Smith, McCleary and Deaver is a full-service accounting firm based in Lafayette. Its team of Certified PublicMore Accountants can assist clients with audit, tax and consulting services.
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.
Allan H. Kremer, CPA
3708 Mt Diablo Blvd, Lafayette, CA 94549
Certified Public Accountant Allan H. Kremer provides bookkeeping, tax preparation and accounting services for bothMore business and personal finances. Call for more information.
The Stevens Group
120 Village Sq, Orinda, CA 94563
The Stevens Group is located near the Orinda Bart and serves the town of Orinda and neighboring areas. It providesMore accounting services for business and individuals. For more information, contact the number listed.
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.