Financial Services & Planning
3583 Mt. Diablo Blvd.
Lafayette, CA 94549
Services include checking accouns, savings accounts, credit cards, loans, mortgages, investing & retirement.
- Merchant Services
- Banks
- Mortgage Lending/Services
- Business Loans/Development
- Financial Services & Planning
Member Since 11/1973
Capital Advantage, Inc.: Experienced, fee-only, personal wealth advisors dedicated to providing peace of mind to those seeking investment management and retirement planning.
- Financial Services & Planning
Member Since 05/2015
About Katherine Galdamez - Senior Mortgage Advisor & Sales Manager
With 20 years of experience in the mortgage industry, Katherine is a seasoned Senior Mortgage Advisor and Sales Manager dedicated to helping clients navigate the complex world of home financing. Specializing in a wide range of mortgage solutions, Katherine has a proven track record of securing the best rates and terms for clients, ensuring their financial goals are met with precision and care.
*Expertise and Services
Comprehensive Mortgage Solutions:
From first-time homebuyers to seasoned investors, Katherine offers tailored mortgage solutions that fit every unique financial situation.
Personalized Consultation:
Understanding that every client’s needs are different, Katherine provides personalized consultation to find the most suitable mortgage options.
Competitive Rates:
Leveraging extensive industry experience and strong lender relationships, Katherine ensures access to competitive rates and flexible terms.
Streamlined Process:
Guiding clients through the mortgage process with ease, Katherine ensures a seamless experience from application to closing.
Customer-Centric Approach:
A commitment to exceptional customer service has earned Katherine a reputation for trustworthiness and reliability in the mortgage industry.
- Mortgage Lending/Services
- Real Estate Services
- Financial Services & Planning
Member Since 06/2024
We provide Residential Financing 1-4 units along with Small Commercial. We can provide Refinance, Sale and Home Improvement options.
- Real Estate Services
- Financial Services & Planning
Member Since 02/2023
Helping smart, busy, successful people who choose to delegate day to day responsibility for their financial well-being so they can focus on the things that are most important to them – family, career, health, community, travel, dreams, passions and enjoying life.
- Financial Services & Planning
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.
- Financial Services & Planning
- Mortgage Lending / Services
Member Since 01/2024
Insurance, Investments, Retirement
Our team of experts works closely with our clients to create a forward-thinking strategy that will add value to your long term planning. Dudum Financial is recognized as the unmatched leader in the implementation and administration of world-class employee benefit platforms.
- Insurance Services
- Financial Services & Planning
Member Since 10/2004
Retirement Planning, Wealth Management, Tax Strategies
Focus areas include Estate & Legacy Strategies. Retirement Savings Strategies, Portfolio Reviews, Hispanic Family Finances, Wealth Strategies, and Charitable Giving.
- Financial Services & Planning
- Insurance Services
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.
- Financial Planning & Services
Member Since 01/2018
As an experienced financial advisor, I provide clients with personalized financial services to achieve their financial independence.
- Financial Services & Planning
Member Since 03/2023
INSURANCE PRODUCTS OFFERED
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health
OTHER PRODUCTS
Banking, Mutual Funds, Annuities
- Insurance Services
- Financial Services & Planning
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.
- Financial Services & Planning
Member Since 02/2021
Jeff focuses on all aspects of retirement planning, with special empahsis on helping his clients build a path towards a more confident retirement and protect their quality of life. Helping people manage their financial well-being.
- Financial Services & Planning
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
Focus areas include Insurance Strategies, College Funding Strategies, Group Benefits, Financial Education, Retirement Income Planning, Business Owners, Investment Strategies (Reg. Reps Only), Risk Management Strategies, Estate Planning, Charitable Giving
- Financial Services & Planning
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.
- Financial Services & Planning
Member Since 07/2018
Financial Planning & Investments. Focus Areas include Financial Independence Planning, Retirement/Distribution Planning, Tax Planning, Insurance, Estate Planning, Education/College Planning, Employee Benefits, Cash Flow Monitoring, and Professional Referrals.
- Financial Services & Planning
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
- Insurance Services
- Financial Services & Planning
Member Since 02/2022
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
