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

Concentric Wealth Management

www.concentric-wealth.com

Helping smart, busy, successful families build their wealth.

251 Lafayette Circle, Suite 250
Lafayette, CA 94549
Map

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

  • 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

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

Profile

Edward Jones - Belma Mirvic

www.edwardjones.com/us-en/financial-advisor/belma-mirvic

Retirement Planning, Wealth Management, Tax Strategies

367 Civic Dr., Suite 8
Pleasant Hill, CA 94523
Map

925-293-6531
Email

  • Financial Services & Planning
  • Insurance Services

Profile

Edward Jones - Fred Steingraf

www.edwardjones.com/fred-steingraf

Lafayette Chamber Board Member

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

Edward Jones - Lawrence Kolka

https://www.edwardjones.com/lawrence-kolka

As an experienced financial advisor, I provide clients with personalized financial services to achieve their financial independence.

1801 N California Blvd., Suite 107
Walnut Creek, CA 94596
Map

925-472-0322

  • Financial Services & Planning

Profile

Equity Smart Home Loans, Inc.

https://equitysmartloans.com/directory/clark-alexander/

Established in 2001, Equity Smart Home Loans was formed with a simple purpose: to make home loans accessible to everyday working people

Lafayette, CA 94549
Map

803-443-9344
925-297-5033
Email

  • Mortgage Lending / 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

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

Profile

MassMutual Northern California - Carolyne Charvoz

https://northerncalifornia.massmutual.com/about-us/our-financial-professionals/carolyne-charvoz

Financial Planner & Life Insurance Advisor
“Invest by Design, Not by Default”
 

O. 925-949-7499 | F. 925-944-5742 | CA License # 4063154

3003 Oak Rd. Ste 250
Walnut Creek, CA 94597
Map

925-949-7499
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

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

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

Patelco Credit Union

www.patelco.org

3498-A Mt. Diablo Blvd.
Lafayette, CA 94549
Map

925-299-7220
Email

  • Credit Union
  • Banks
  • Financial Services & Planning

Profile

Prosperity Financial Group, Inc.

www.prosperityfg.com

Financial Advisory Firm

2333 San Ramon Valley Blvd., Suite 200
San Ramon, CA 94583
Map

925-314-8503
Email

  • 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

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.

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Wallace Advisory Group, LLC. Wallace Advisory Group, LLC and Wallace Financial & Insurance Solutions, LLC are affiliated firms, and are independently owned and operated from M Holdings Securities, Inc.

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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