Financial Services & Planning
3583 Mt. Diablo Blvd.
Lafayette, CA 94549
Capital Advantage, Inc.: Experienced, fee-only, personal wealth advisors dedicated to providing peace of mind to those seeking investment management and retirement planning.
Member Since 05/2015
We provide Residential Financing 1-4 units along with Small Commercial. We can provide Refinance, Sale and Home Improvement options
Member Since 02/2023
Helping smart, busy, successful families build their wealth.
Member Since 12/2017
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.
Member Since 01/2024
Insurance, Investments, Retirement
Member Since 10/2004
Retirement Planning, Wealth Management, Tax Strategies
Member Since 02/2024
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.
Member Since 01/2018
As an experienced financial advisor, I provide clients with personalized financial services to achieve their financial independence.
Member Since 03/2023
INSURANCE PRODUCTS OFFERED
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health
OTHER PRODUCTS
Banking, Mutual Funds, Annuities
Member Since 04/2024
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.
Member Since 02/2021
I help people manage their financial well-being.
Member Since 01/2007
Financial Planner & Life Insurance Advisor
“Invest by Design, Not by Default”
O. 925-949-7499 | F. 925-944-5742 | CA License # 4063154
Member Since 08/2022
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.
Member Since 07/2018
Financial Planning & Investments
Member Since 06/2015
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
Member Since 02/2022
Financial Advisory Firm
Member Since 09/2016
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.
Member Since 03/2024
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.
Member Since 04/2023
