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State DirectoryFinancial Services in Orinda, CA
31. Patelco Credit Union
3498 Mt Diablo Blvd Ste A, Lafayette, CA 94549
From Business: We are a full-service, not-for-profit credit union, and we are here for you. Patelco offers the same convenient services and access of the big banks, but with better rates,…
32. Chase Bank
3492 Mt Diablo Blvd, Lafayette, CA 94549
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
33. Wilson Financial Consulting
9 Wandel Dr, Moraga, CA 94556
From Business: QuickBooks Certified ProAdvisor -- Specialing in QuickBooks for small businesses.
34. Jvm Lending
1850 Mt Diablo Blvd Ste 160, Walnut Creek, CA 94596
From Business: JVM Lending is a top-rated mortgage lender offering residential home loans throughout CA, TX, AZ, ID, FL, MA, GA, OR & TN. Homebuyers love working with JVM because of our low…
35. Capital Tax & Business Services
2121 N California Blvd, Suite 290, Walnut Creek, CA 94598
From Business: We provide tax and accounting services to small businesses and individuals. QuickBooks support, tax planning, management financial reports.
36. Patelco Credit Union
1790 N Broadway, Walnut Creek, CA 94596
From Business: We are a full-service, not-for-profit credit union, and we are here for you. Patelco offers the same convenient services and access of the big banks, but with better rates,…
37. Bay Area Accounting and Taxation Services
541 Pimlico Ct, Walnut Creek, CA 94597
From Business: CPA, accounting, payroll, sales tax, business income tax, individual income tax,business registration, Quick Books set up,training, notary services, self-employed, small…
38. Edward Jones - Financial Advisor: Sunny Sharma
2950 Buskirk Ave Ste 195, Walnut Creek, CA 94597
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
39. Michael J MacDonald Insurance Services
2300 Contra Costa Blvd Ste 175, Pleasant Hill, CA 94523
From Business: Michael J MacDonald Insurance Services of Pleasant Hill, CA is committed to helping you find affordable insurance policies that cover what matters most to you. Based in…
40. Patelco Credit Union
1390 Willow Pass Rd Ste 100, Concord, CA 94520
From Business: We are a full-service, not-for-profit credit union, and we are here for you. Patelco offers the same convenient services and access of the big banks, but with better rates,…
41. Land Home Financial Insurance Services
1355 Willow Way Ste 250, Concord, CA 94520
From Business: Concord, CA :Land Home Insurance Services is a wholly owned subsidiary of Land Home Financial Services, Inc.
42. Weaver Hultin Business Services
3093 Citrus Cir, Walnut Creek, CA 94598
From Business: We are a full service tax firm . We provide tax preparation, tax planning and tax representation. We specialize in helping you resolve issues with the Internal Revenue Service.
43. Edward Jones - Financial Advisor: Lucas Barberio
2485 Salvio St, Concord, CA 94520
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
44. Chicago Title Company - Commercial Services
3620 Happy Valley Rd Ste 100, Lafayette, CA 94549
From Business: Chicago Title recognizes that each person is unique and that their attributes and distinctions shape their contribution to our organization and, consequently, to our clients.…
45. Grace Inouye - Chase Home Lending Advisor - NMLS ID 234798
3603 Mt Diablo Blvd, Lafayette, CA 94549
From Business: With fluency in Mandarin, Grace proudly serves clients in the Lafayette, CA area. Grace has 20 years of experience as a Senior Home Lending Advisor and specializes in…
46. Carreden Group Inc
1100 Moraga Way Ste 209, Moraga, CA 94556
From Business: ABOUT CARREDEN Founded in 1990, Carreden Group, Incorporated is a specialty investment banking firm and FINRA Registered Broker/Dealer engaged in representing corporate and…
47. Jenna Gray Benett at Rate (NMLS #245851)
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Jenna Gray Benett is your Lafayette local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jenna is committed to helping…
48. Evelyn Freitas at Rate (NMLS #247578)
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Evelyn Freitas is your Lafayette local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Evelyn is committed to helping…
49. Nicholas Ballard at Rate (NMLS #263995)
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Nicholas Ballard is your Lafayette local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Nicholas is committed to helping…
50. Sam Krueger at Rate (NMLS #235803)
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Sam Krueger is your Lafayette local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Sam is committed to helping homeowners…
51. Fazal Kaka at Rate (NMLS #448102)
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Fazal Kaka is your Lafayette local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Fazal is committed to helping homeowners…
52. Jason Yui at Rate (NMLS #1426398)
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Jason Yui is your Lafayette local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jason is committed to helping homeowners…
53. Rate
3400 Mt Diablo Blvd Ste 3, Lafayette, CA 94549
From Business: Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are committed to helping…
54. Jeffrey M. Stark - LPL Financial
1017 Willow Dr, Lafayette, CA 94549
From Business: Jeffrey M. Stark, MBA, CFP is an Financial Advisor with LPL Financial in Lafayette, California. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping clients…
55. Kolm Associates
1418 De La Cruz Way, Moraga, CA 94556
From Business: Kolm Associates is a consulting firm located in the San Francisco Bay Area specializing in identifying and pursuing acquisition opportunities and interested buyers in the U.S.…
56. Paul Parkhurst Tax Preparation Service
10 Greenvalley Dr, Lafayette, CA 94549
From Business: Paul Parkhurst is an IRS Enrolled Agent, which means he is authorized to represent you before the IRS. You need an Expert to help you with the IRS. Taxes have gone up, there…
57. VG Financial Consulting
3153 Somerset Pl, Lafayette, CA 94549
From Business: Helping people get their financial houses in order so they don't leave $$$ on the table. Services include exec comp optimization, estate & financial planning implementation,…
58. Mary Kay Wright - Private Wealth Advisor, Ameriprise Financial Services - Closed
2233 Olympic Blvd, Walnut Creek, CA 94595
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
59. Putney Klein Associates
1243 Alpine Rd Ste 219, Walnut Creek, CA 94596
From Business: *Please Visit Our Web Site for More Information
60. Desmond Wealth Management, Inc.
1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596
From Business: Wealth Enhancement Group Your Advisors, Backed by an Expanded Team of Wealth Management Specialists Weâ??re happy to announce that Walnut Creek Wealth Management has partnered…