Financial Services & Planning
Profile
BMO
www.bmo.com
3583 Mt. Diablo Blvd.
Lafayette, CA 94549
925-284-7072
Fax: 925-284-9366
Email
- Merchant Services
- Banks
- Mortgage Lending / Services
- Business Loans / Development
- Financial Services & Planning
Profile
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.
1855 Olympic Blvd, Suite 300
Walnut Creek, CA 94596
Map
925-299-1500
Fax: 925-299-1599
Email
- Financial Services & Planning
Profile
Classic Home Loans
We provide Residential Financing 1-4 units along with Small Commercial. We can provide Refinance, Sale and Home Improvement options
3650 Mount Diablo Blvd., Suite 240
Lafayette, CA 94549
Map
925-299-5390
510-772-8290
Email
- Real Estate Services
- Financial Services & Planning
Profile
Cross Country Mortgage - HJLC Partners Inc.
https://helenajoneskim.com/
Helena, a seasoned real estate professional with an MBA from Saint Mary’s College, brings over two decades of expertise to her role as a Senior Mortgage Banker at CrossCountry Mortgage. As the founder of HJLC Partners Inc., she has successfully remodeled over 50 homes in the Bay Area, focusing on community redevelopment. She specializes in tailoring home loan options to meet clients' needs, ensuring a seamless experience from pre-approval to closing. In addition to her current role, she has held significant positions in real estate associations, serving as the 3rd Vice President for the Associated Real Property Brokers in the past.
248 3rd St., Suite 809
Oakland, CA 94607
Map
510-385-7721
Email
- Financial Services & Planning
Profile
Edward Jones - Fred Steingraf
www.edwardjones.com/fred-steingraf
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference, fred.steingraf@edwardjones.com.
3685 Mt. Diablo Blvd., Suite 161
Lafayette, CA 94549
Map
925-297-4200
- Financial Services & Planning
Profile
Jared Burns - Coffin State Farm Office
https://www.jaredbc.com/
INSURANCE PRODUCTS OFFERED
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health
OTHER PRODUCTS
Banking, Mutual Funds, Annuities
2151 Salvio St., Suite 270
Concord, CA 94520
Map
925-997-9239
925-682-0800
Email
- Insurance Services
- Financial Services & Planning
Profile
Lewis Asset Management LLC
https://www.lewisam.com/
Lewis Asset Management is a Lafayette based, fee-only investment advisor. We offer customized investment solutions along with detailed Financial Planning. Acting as a Fiduciary, Lewis Asset Management will always do what's best for the client.
3559 Mt. Diablo Blvd., Suite 202
Lafayette, CA 94549
Map
925-284-4033
Fax: 925-284-4034
Email
- Financial Services & Planning
Profile
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
Profile
New York Life Insurance Company
https://www.newyorklife.com/
Protection you need. Benefits you didn't expect.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for long term care insurance and lifetime income strategies.
Roberto F. Hernandez
Agent
CA Insurance License #4090472
191 Sand Creek Rd., Suite 200
Brentwood, CA 94513
Map
415-225-2820
Email
- Insurance Services
- Financial Services & Planning
Profile
Pure Funding, LLC
https://www.mypurefunding.com/
At Pure Funding, we're a locally owned and operated mortgage broker dedicated to making your homeownership dream a reality. We take pride in our 3 P's:
Passion: Our team is passionate about guiding you through the mortgage process seamlessly.
Products: We offer a comprehensive suite of loan programs to fit diverse needs, from first-time homebuyers to seasoned investors.
Process: We simplify the mortgage process with clear communication and efficient execution.
Loan Programs to Fit Your Needs:
Conventional Loans: Conforming to Fannie Mae and Freddie Mac guidelines, these loans offer competitive rates and flexible down payment options.
Farm and Ranch Loans: Our ag loan group is set up to help you buy your next hobby farm or working ranch.
FHA Loans: Backed by the Federal Housing Administration, FHA loans are ideal for first-time buyers with a lower down payment requirement.
VA Loans: Designed for veterans and eligible service members, VA loans offer attractive features like no down payment and competitive rates.
USDA Loans: For rural property purchases, USDA loans require minimal down payments and are perfect for qualifying borrowers in designated areas.
We're Here to Help!
Let Pure Funding be your trusted partner on your homeownership journey. Contact us today to discuss your specific needs and explore the perfect loan program for you.
Goyak Drive
Lafayette, CA 94549
Map
803-443-9344
925-444-7099
Email
- Mortgage Lending / Services
- Financial Services & Planning
Profile
Treehouse Wealth Advisors
treehousewealth.com
Financial advice reimagined. At Treehouse Wealth, we partner with our clients for their entire financial journey. We are stewards as well as strategists. In everything we do, our main goal is to enable our clients to live a fulfilling life.
415-887-1408
Email
- Financial Services & Planning
