Member Directory

Financial Services & Planning


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Capital Advantage Inc.

www.capitaladvantage.com

Capital Advantage, Inc.: Experienced, fee-only personal wealth advisors dedicated to providing peace of mind to those seeking investment management and retirement planning.'

3470 Mt. Diablo Blvd., Ste. A215
Lafayette, CA 94549
Map

925-299-1500
Fax: 925-299-1599
Email

  • Financial Services & Planning

Profile

Concentric Wealth Management

www.concentric-wealth.com

Helping smart, busy, successful families build their wealth.

251 Lafayette Circle, Suite 200
Lafayette, CA 94549
Map

925-962-1100
Fax: 925-962-1106

  • Financial Services & Planning

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Dudum Financial & Insurance Services, Inc.

www.dudumfinancial.com

Insurance, Investments, Retirement

3505 Mt. Diablo Blvd.
Lafayette, CA 94549
Map

925-284-9900
Fax: 925-284-9910
Email

  • Insurance Services
  • Financial Services & Planning

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Edward Jones

www.edwardjones.com

Full Service Welath Management and Financial Planning

1854 Tice Valley Blvd.
Walnut Creek, CA 94595
Map

925-938-3411
Email

  • Financial Services & Planning

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Edward Jones

www.edwardjones.com

Lafayette Chamber Board MemberFull Service Wealth Management & Financial Planning.

1854 Tice Valley Blvd.
Walnut Creek, CA 94595
Map

925-938-3411
Email

  • Financial Services & Planning

Profile

Garner Financial Management, Inc.

www.garnerfm.com

Fee-only Investment Management For Individual and Small Business Retirement Plans. Recognized as a 5 star Financial Advisor in the Diablo Valley.

3620 Happy Valley Rd., Suite 103
Lafayette, CA 94549
Map

925-282-5500
Fax: 925-962-9250
Email

  • Financial Services & Planning
  • Investment Advisor / Management

Profile

Laurus Financial Group, LLC

www.lfgadvisors.org

Laurus Financial Group offers independent, objective and thoughtful financial planning, advice and investment management based on individual client family needs.

1501 N. Broadway, Suite 210A
Walnut Creek, CA 94596
Map

925-254-0980
Fax: 925-253-4469
Email

  • Financial Services & Planning
  • Investment Advisor / Management

Profile

LPL Financial

www.jeff-stark.com

I help people manage their financial well-being.

1017 Willow Drive
Lafayette, CA 94549
Map

925-283-2733
Fax: 925-284-2188
Email

  • Financial Services & Planning

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Mercer Putney Financial Advisors

www.mercerputney.net

Full Service Welath Management and Financial Planning including: Retirement planning,investment planning,tax strategies, estate planning, gifting strategies, educational planning, risk management, insurance, business strategies and more.

1243 Alpine Road, Suite 219
Walnut Creek, CA 94596
Map

925-932-4700
Fax: 866-531-7651
Email

  • Financial Services & Planning

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Merrill Lynch

http://fa.ml.com/alexandra-morris

Wealth management.

1331 N. California Blvd., Suite 400
Walnut Creek, CA 94596
Map

925-336-7617
Email

  • Financial Services & Planning

Profile

Merrill Lynch

http://fa.ml.com/joseph-de-venuta

Wealth Management

1331 N. California Blvd., 4th Floor
Walnut Creek, CA 94596
Map

925-305-0155
Email

  • Financial Services & Planning

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Morgan Stanley

www.morganstanleyfa.com/thebuenavistagroup

Investments / Financial Planning

1999 Harrison Street, Suite 2200
Oakland, CA 94612
Map

510-891-5271
Fax: 510-990-3205
Email

  • Financial Services & Planning

Profile

Mosher Financial Advisors, LLC

www.mosheradvisors.com

Financial Planning & Investments

3658 Mt. Diablo Blvd., #210
Lafayette, CA 94549
Map

925-284-9470
Fax: 925-284-9492
Email

  • Financial Services & Planning

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Prosperity Financial Group, Inc.

www.prosperityfg.com

Financial Advisory Firm

2333 San Ramon Valley Blvd.
San Ramon, CA 94583
Map

925-314-8503
Email

  • Financial Services & Planning

Profile

Sextant Wealth Management

www.sextantwealthmanagment.com

We are a boutique financial advisory firm whose mission is to take a holistic approach to our clients' financial lives. LinkedIn: kathleen.charles@lpl.com

3650 Mt. Diablo Blvd., Suite 190
Lafayette, CA 94549
Map

925-310-4974
Email

  • Financial Services & Planning

Profile

Spiegelman Wealth Management

www.spiegelmanwealth.com

High end financial planning

985 Moraga Rd., Ste. 203
Lafayette, CA 94549
Map

925-385-6200
Fax: 925-385-6208
Email

  • Financial Services & Planning

Profile

VG Financial Consulting, LLC

www.vgfinancialconsulting.com

Offering financial organizing & consulting services, including executive compensation optimization, investment cost basis research, financial planning implementation, and financial account consolidation.

PO Box 224
Lafayette, CA 94549
Map

925-954-4966
Email

  • Financial Services & Planning

Profile

Wallace Advisory Group

www.wallaceadvisory.com

We help successful individuals and business owners create financial plans and implement wealth management strategies to reach their desired destination

3658 Mt. Diablo Blvd., Suite 225
Lafayette, CA 94549
Map

925-284-6880
Fax: 925-284-6888
Email

  • Financial Services & Planning

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