Profile
Ideal Financial Advisors
- Investment Advisor/Management
251 Lafayette Circle, Suite 320
Lafayette, CA 94549
Map
925-299-1300
Fax: 925-299-1449
Email
Profile
In The Black Business Solutions LLC
www.intheblackbizsolutions.com
In The Black Business Solutions, a virtual bookkeeping company specializing in supporting small and medium-sized businesses. Our expertise lies in leveraging QuickBooks Online to bring essential financial clarity to your operations.
- Bookkeeping
925-956-4255
Email
Profile
Jake Stewart - State Farm Insurance
www.myagentjake.com
Jake was born and raised in the San Francisco Bay Area. He graduated from the University of California, Los Angeles and is proud to continue his family’s State Farm legacy as a 3rd Generation State Farm Insurance Agent.
Since opening his agency in 2006, he has achieved the highest levels of State Farm and Industry Recognition: State Farm President’s Club, Chair-man's Circle, Ambassador Club & International Million Dollar Roundtable Qualification. He and his experienced team are leaders in auto insurance, fire insurance, life insurance and business insurance.
- Insurance Services
3581 Mt. Diablo Blvd., #225
Lafayette, CA 94549
Map
925-283-5040
Fax: 925-818-7710
Email
Profile
Jared Burns - Coffin State Farm Office
https://www.jaredbc.com/
INSURANCE PRODUCTS OFFERED
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health
OTHER PRODUCTS
Banking, Mutual Funds, Annuities
- Insurance Services
- Financial Services & Planning
2151 Salvio St., Suite 270
Concord, CA 94520
Map
925-997-9239
925-682-0800
Email
Profile
Kenneth & Co
www.kennethco.net
Kenneth & Co is a full-service accounting firm. With 50+ years of combined tax expertise, our team excels in proactive tax reduction planning, accounting, and preparation services. We strategically minimize tax liabilities, staying current on the latest laws for optimal financial outcomes. Whether you’re an individual or business, our tailored approach ensures precision and maximizes potential savings.
- Accountants - Certified Public / Enrolled Agents
- Consultants
3620 Happy Valley Road, Suite 204
Lafayette, CA 94549
Map
925-878-8778
925-385-7207
Fax: 337-879-9357
Email
Profile
Kosich Family Insurance Services
www.kosich.com
Seven decades of dedication to quality service.
Since 1946, Kosich Family Insurance Services continues to hold to tradition even as we grow to serve clients across the country. As a family-owned and operated agency, we strive to offer the highest quality, personalized service to each and every client.
Independent to give you the power of choice.
- Insurance Services
3435 Mt. Diablo Blvd., Suite 300
Lafayette, CA 94549
Map
925-284-3911
Fax: 925-284-3919
Email
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.
- Financial Services & Planning
985 Moraga Rd., #207
Lafayette, CA 94549
Map
925-284-4033
Fax: 925-284-4034
Email
Profile
LPL Financial
www.jeff-stark.com
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
1017 Willow Drive
Lafayette, CA 94549
Map
925-283-2733
Fax: 925-284-2188
Email
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
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
3003 Oak Rd. Ste 250
Walnut Creek, CA 94597
Map
925-949-7499
Email
Profile
Mechanics Bank
www.mechanicsbank.com
We've been in California for more than 119 years.
We’re your neighbors who live and work in your community. We share your values and aspirations. And as bankers, we endeavor to help you achieve your financial goals through offerings including personal banking, business banking, trust and estate services, brokerage and wealth management services. It’s a commitment we’ve taken seriously since 1905, when railroad workers, ship builders and immigrants from around the world placed their trust in us. They believed in us, instilling a sense of personal accountability and responsibility that remain part of our culture today.
Every client has a story and dreams. So do our communities, which grow and prosper through the people who contribute and the businesses that produce. Passionate about giving back, we stand with our communities, giving our time and financial resources to achieve lasting improvements.
With branches spanning everywhere from the Imperial Valley to the Cascades, and from the coastal cities and towns to the Sierra Nevada foothills, we serve California. No other bank is more passionate about providing for its clients’ banking and lending needs, and giving back to its communities across the Golden State.
3640 Mt. Diablo Blvd.
Lafayette, CA 94549
Map
925-962-6900
925-482-8029 ext. 58029
Fax: 855-355-6755
Email
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.
- Financial Services & Planning
1243 Alpine Road, Suite 219
Walnut Creek, CA 94596
Map
925-932-4700
Fax: 866-531-7651
Email
Profile
Mosher Financial Advisors, LLC
www.mosheradvisors.com
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
3658 Mt. Diablo Blvd., #210
Lafayette, CA 94549
Map
925-284-9470
Fax: 925-284-9492
Email
Profile
New York Life - Marina Levy
www.newyorklife.com
New York Life is the Largest Mutual Life Insurance company in the United States. We specialize in Life Insurance, Long Term Care, Disability Insurance, Retirement Planning, Investments, and Advisory Services.
2633 Camino Ramon, Suite 525
San Ramon, CA 94583
Map
415-867-4779
Email
Profile
New York Life Insurance Company - Roberto Hernandez
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
- Insurance Services
- Financial Services & Planning
191 Sand Creek Rd., Suite 200
Brentwood, CA 94513
Map
415-225-2820
Email
Profile
O'Sullivan, Davis & Associates
www.osucpa.com
We offer a broad range of services including accounting, tax and information tech, and more for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
- Accountants - Certified Public / Enrolled Agents
3650 Mt Diablo Bvld., Ste 105
Lafayette, CA 94549
Map
925-691-6520
Fax: 925-691-6519
Email
