Profile
Parodi & de Laveaga, Certified Public Accountants
www.delaveaga.com
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
3658 Mt. Diablo Blvd., Suite 205
Lafayette, CA 94549
Map
925-284-3590
Fax: 925-284-3593
Email
Profile
Prosperity Financial Group, Inc.
www.prosperityfg.com
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
2333 San Ramon Valley Blvd., Suite 200
San Ramon, CA 94583
Map
925-314-8503
Email
Profile
Pure Funding, LLC
https://www.mypurefunding.com/
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
Goyak Drive
Lafayette, CA 94549
Map
803-443-9344
925-444-7099
Email
- Finance & Insurance
- Real Estate
Profile
Safra National Bank of NY
www.safra.com
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
201 Mission Street
Suite 1940
San Francisco, CA 94105
Map
925-818-2151
415-850-3287
Email
Profile
Susan F. Hurrell, CPA
www.susanfhurrellcpa.com
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
3620 Happy Valley Road, Suite 204
Lafayette, CA 94549
Map
925-385-7207
Fax: 925-385-7217
Email
Profile
Timi Adeyemo State Farm
State Farm Insurance and Financial services - Auto, Renters, Home Owners, Commercial, Life Insurance etc.
- Insurance Services
1480 Moraga Road, Suite I
Moraga, CA 94556
Map
925-235-0177
304-312-7223
Email
Profile
Togi Darmaa, CPA
Tax preparation, bookkeeping, small business advisory service
- Accountants - Certified Public / Enrolled Agents
Lafayette, CA 94549
Map
415-624-5783
Email
Profile
Treehouse Wealth Advisors
treehousewealth.com
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
415-887-1408
Email
Profile
US Bank - Aran Nafisi
www.arannafisi.com
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 
3498 Mount Diablo Blvd
Lafayette, CA 94549
Map
925-708-8047
Email
Profile
Wallace Advisory Group
www.wallaceadvisory.com
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
3658 Mt. Diablo Blvd., Suite 225
Lafayette, CA 94549
Map
925-284-6880
Fax: 925-284-6888
Email
Profile
Walsh Carter and Associates
www.walshcarter.com
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
423 Washington St, #500
San Francisco, CA 94111
Map
925-388-8881
Email
Profile
Wells Fargo Bank
www.wellsfargo.com
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
3630 Mt. Diablo Blvd.
Lafayette, CA 94549
Map
925-284-9101
Fax: 925-283-8778
Email
