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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

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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
Email

  • 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.

3685 Mt. Diablo Blvd., Suite 161
Lafayette, CA 94549
Map

925-297-4200
Email

  • Financial Services & Planning

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Iron Point Financial Advisors

https://www.ironpointadvisors.com/

Iron Point Financial Advisors provides financial comfort for our clients.  Our clients include small businesses, the business owner, and individuals building and protecting their wealth.

We provide services including advanced planning, retirement planning, investment management, 401K services, life insurance, etc.

1030 COUNTRY CLUB DR, STE D
MORAGA, CA 94556
Map

650-889-6620
Email

  • Financial Services & Planning

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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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MassMutual

https://advisors.massmutual.com/gian-panetta

I work with non-profits and small business to leverage their benefits to be more competitive as well as help individuals, and families organize and game plan for their financial future.

3003 Oak Road
Walnut Creek, CA 94556
Map

925-997-9239
925-979-2330
Email

  • Financial Services & Planning

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Mercer Partners Wealth Management

www.mercerpartnerswealth.com

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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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

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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

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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

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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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