Profile
ADP
adp.com
Payroll, HR, Benefit related services
Keywords:
- Payroll Services
- Human Resources
4410 Rosewood Drive
Pleasanton, CA 94588
Map
707-716-6449
Email
- Business & Professional Services
- Finance & Insurance
Profile
BMO
www.bmo.com
Services include checking accouns, savings accounts, credit cards, loans, mortgages, investing & retirement.
- Merchant Services
- Banks
- Mortgage Lending/Services
- Business Loans/Development
- Financial Services & Planning
3583 Mt. Diablo Blvd.
Lafayette, CA 94549
925-284-7072
Fax: 925-284-9366
Email
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.
- Financial Services & Planning
1855 Olympic Blvd, Suite 300
Walnut Creek, CA 94596
Map
925-299-1500
Fax: 925-299-1599
Email
Profile
Change Home Mortgage
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
2300 Contra Costa Blvd., Suite 150
Pleasant Hill, CA 94523
Map
650-302-6527
Email
- Finance & Insurance
- Real Estate
Profile
Classic Home Loans
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
3650 Mount Diablo Blvd., Suite 240
Lafayette, CA 94549
Map
925-299-5390
510-772-8290
Email
- Real Estate
- Finance & Insurance
Profile
Concentric Wealth Management
www.concentric-wealth.com
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
251 Lafayette Circle, Suite 250
Lafayette, CA 94549
Map
925-962-1100
Fax: 925-962-1106
Email
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.
- Financial Services & Planning
- Mortgage Lending / Services
248 3rd St., Suite 809
Oakland, CA 94607
Map
510-385-7721
Email
- Finance & Insurance
- Real Estate
Profile
CrossCountry Mortgage, LLC - Moira Roberts
https://ccm.com/moira-roberts
As a dedicated senior mortgage professional with CrossCountry Mortgage, I bring a blend of work ethic, personalized customer service, and proven results to my clients and partners daily. Whether you’re a first-time homebuyer excited to take that initial big step, a recent empty nester exploring the next chapter in life, or a seasoned investor looking to expand your real estate portfolio, I’m here to help you navigate the journey with confidence. We offer a broad range of loan options tailored to meet the diverse and often complex needs of every buyer. I’m proud to help my clients find the perfect fit for their goals.
Based right here in Lafayette, where I’m raising three beautiful children, I have a genuine love for our community and a commitment to supporting it. My relationships are built on trust, transparency, and a deep understanding of what matters most to my clients. With a strong record of helping people make confident and informed decisions, I look forward to continuing to serve Lafayette and the greater Bay Area.
NMLS # 2047040
1211 Newell Avenue, Suite 200
Walnut Creek, CA 94596
Map
415-531-7229
Email
- Real Estate
- Finance & Insurance
Profile
Diablo Valley Insurance Agency
diablovalleyinsurance.com
We're a full-service independent insurance brokerage in Walnut Creek. Our agency has been providing insurance services to clients throughout the Bay Area and beyond since 1956. We are proud to live and work in our community!
- Insurance Services
185 Lennon Lane, Suite 200
Walnut Creek, CA 94598
Map
925-210-1717
Fax: 925-210-1818
Email
Profile
Dudum Financial & Insurance Services, Inc.
www.dudumfinancial.com
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
3505 Mt. Diablo Blvd.
Lafayette, CA 94549
Map
925-284-9900
Fax: 925-284-9910
Email
Profile
Edward Jones - Belma Mirvic
www.edwardjones.com/us-en/financial-advisor/belma-mirvic
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
367 Civic Dr., Suite 8
Pleasant Hill, CA 94523
Map
925-293-6531
Email
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.
- Financial Planning & Services
3685 Mt. Diablo Blvd., Suite 161
Lafayette, CA 94549
Map
925-297-4200
Profile
EPIC Insurance Brokers & Consultants
https://www.epicbrokers.com
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Alan Mac has been supporting and participating as a Lafayettee Chamber Member since 1991.
- Insurance Services
3697 Mt. Diablo Blvd., Suite 100
Lafayette, CA 94549
Map
510-603-0231 ext. 30231
Fax: 925-297-2081
Email
Profile
F & M Bank
www.fmbonline.com
Farmers & Merchants Bank of Central California is a full service community bank that provides a complete range of products and services that help bring growth and prosperity to the communities we serve. For information: www.fmbonline.com or 800-888-1498. Member FDIC.
- Banks
1330 N. Broadway, Suite A
Walnut Creek, CA 94596
Map
925-627-5502
Email
Profile
French Bookkeeping Services
Would love to help Small Business and Individuals with their Bookkeeping needs. I work with QuickBooks as well.
- Bookkeeping
731 Augusta Dr.
Moraga, CA 94556
Map
925-984-5745
Fax: 925-376-5745
Email
