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      Details

      General Info

      Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 925-277-2600

      Fax - 925-837-9495

      ExtraTollFree - 877-394-5043

      Extra - 925-359-6800

      Extra - 925-365-1063

      Address:
      3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583
      Email:

      Links:

      https://www.dwassociates.com/contact

      http://blueshieldca.com

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      Categories
      Commodity Brokers, Financial Planning Consultants
      Payment Options
      cash, amex, debit, discover, master card, visa
      Location
      Canyon Place Office Park
      AKA

      David White and Associates

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