Member Directory

Finance & Insurance

Our firm offers a wide range of services to our individual and business clients including tax planning & preparation, personal finance planning, accounting services, business consulting services, financial statement reporting, and financial education workshops.
- Accountants - Certified Public / Enrolled Agents
Member Since 06/2020

PO Box 24112
Oakland, CA 94625
Email
Benefits & Insurance for Small Business
- Insurance Services
- Human Resources
Member Since 03/2024

San Ramon Asset Management Group Specializing in Guiding You to a More Financially Secure Future; Your Trusted Investment Advisors.

Asset Management Group Services include Wealth Management, Retirement Planning, Investment Planning, College Planning, and Tax Planning. Financial Tools include Individual Retirement Accounts, Annuities, and Life Insurance. 

- Financial Services & Planning

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.

- Mortgage Lending/Services

- Financial Services & Planning 

Member Since 03/2024

Private bank headquartered in New York with over 185 years of service is opening an office location in San Francisco.  Senior Managing Director of the domestic private bank resides in Lafayette, CA

- Banks
- Financial Services & Planning
Member Since 08/2024

Tax planning and preparation for Lamorinda residents and businesses. Areas of expertise include: Real Estate, Securities, and Small Business Advisory
- Accountants - Certified Public / Enrolled Agents
Member Since 08/2016

State Farm Insurance and Financial services - Auto, Renters, Home Owners, Commercial, Life Insurance etc.
- Insurance Services
Member Since 10/2021

Tax preparation, bookkeeping, small business advisory service

- Accountants - Certified Public / Enrolled Agents
Member Since 08/2024

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.
- Financial Services & Planning
Member Since 04/2023

Aran Nafisi at US Bank provides competitive interest rates, fast closings, and top-notch level of customer service to home buyers and individuals refinancing their existing mortgage.

- Mortgage Lenging/Services   Lafayette Chamber Board Member  

Member Since 04/2021

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.
- Financial Services & Planning
Member Since 10/2015

Walsh Carter & Associates takes the time to get to know your business.

We partner with our clients to provide innovative insurance solutions. It is our goal to build long-term relationships that allow us to create comprehensive and innovative insurance solutions tailored to our clients.

Our clients receive the personalized service you want from a boutique consultancy with the leverage and choice you expect from a full-service brokerage.
- Insurance Services
Member Since 11/2023

At Wells Fargo, we are guided by our vision – to satisfy all your financial needs and help you succeed financially. Whether you’re buying a home, paying for education, saving for retirement, investing, or growing your business, we’re here for you. And because we live and work right beside you, we are committed to helping each of our communities thrive.

- Banks 

   
Member Since 01/1965

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“We are very impressed with your Chamber. We have been members of other Chambers over the years and it’s been nothing like the experiences we’re having right out of the gate with your organization. Thank you for your great communication, follow up, and professionalism.”
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