Directory · consent-first

Near 94549. Lafayette.

24 financial advisors & firms and 12 insurance agents verified near Lafayette, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 94549

Garner Financial Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $153M AUM

CRD 131628 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Asage Financial LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $28M AUM

CRD 140805 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gebhardt Group, INC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $346M AUM

CRD 142903 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gifford Fong Associates0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $517M AUM

CRD 142917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lewis Asset Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $387M AUM

CRD 143409 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Argent Wealth Advisors, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $47M AUM

CRD 172856 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wallace Advisory Group, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $269M AUM

CRD 281049 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Empowering Financial0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $1M AUM

CRD 289866 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mosher Financial Advisors LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser

CRD 291088 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Olympia Wealth Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $20M AUM

CRD 300261 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Foundation Investment Group0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $286M AUM

CRD 318369 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lloyd Tevis Investments, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $435k AUM

CRD 323061 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jackson Peak Capital LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $3M AUM

CRD 324352 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Invantage Capital LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $4M AUM

CRD 337627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hyphen Wealth Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $126M AUM

CRD 338134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gkv Capital Management CO INC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $357M AUM

CRD 108767 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Destination Wealth Management2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $4.9B AUM

CRD 110365 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ginsberg Financial Strategies2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $75M AUM

CRD 161151 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

361 Financial Planning, INC.2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $5M AUM

CRD 283581 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Barentsen Advisory Services, LLC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser

CRD 285676 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vista Advisor Group, LLC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $315M AUM

CRD 307268 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dawson Investment Management2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $40M AUM

CRD 312098 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Terrafirma Wealth Partners2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $118M AUM

CRD 331568 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Management Advisor Group, LLC3.4 mi

RIA firm · Walnut Creek, CA 94595 · Registered investment adviser · $234M AUM

CRD 304617 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 94549

David E. Quan Agency, Insurance Brokers, Inc.10.7 mi

Insurance · Oakland, CA · Earthquake insurance across SF Bay Area counties

This is you? Claim itclaimable & removable by its owner

Woodruff Sawyer — Private Client16.8 mi

Insurance · San Francisco, CA 94111 · Private client: homes, collections, executives' personal risk

This is you? Claim itclaimable & removable by its owner

Heffernan Barbary Insurance Services16.8 mi

Insurance · San Francisco, CA 94111 · Home, auto, condo, commercial

This is you? Claim itclaimable & removable by its owner

Pennbrook Insurance Services17.2 mi

Insurance · San Francisco, CA 94104 · Homeowners, auto, health, business; risk management

This is you? Claim itclaimable & removable by its owner

Marina Associates Insurance Agency17.2 mi

Insurance · San Francisco, CA 94104 · Home, earthquake, umbrella, valuables, collector cars

This is you? Claim itclaimable & removable by its owner

Newfront — Private Client Services17.2 mi

Insurance · San Francisco, CA 94104 · High-net-worth: multiple properties, collections, auto/watercraft, private staff

This is you? Claim itclaimable & removable by its owner

Express Service Insurance (ESI Insurance Brokers)18.1 mi

Insurance · San Francisco, CA 94109 · Home, earthquake, flood, umbrella, auto

This is you? Claim itclaimable & removable by its owner

Lynn Petrie Lange18.5 mi

Insurance · State Farm · San Francisco, CA 94123 · Home, auto, renters & life (Marina district)

This is you? Claim itclaimable & removable by its owner

Robert E. Kennedy Insurance Agency, Inc.18.6 mi

Insurance · San Francisco, CA · Personal and business insurance

This is you? Claim itclaimable & removable by its owner

R. Carrie Insurance Agency19.1 mi

Insurance · San Francisco, CA 94115 · Earthquake insurance

This is you? Claim itclaimable & removable by its owner

Thierry Hugand19.1 mi

Insurance · State Farm · San Francisco, CA 94115 · Home, auto & life (serves Pacific Heights & the Marina)

This is you? Claim itclaimable & removable by its owner

Wang Insurance Agency, Inc.22.2 mi

Insurance · San Francisco, CA 94122 · Home, auto, umbrella, life, business

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lafayette, CA.

Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.

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Directory · consent-first

Near 94549. Lafayette.

24 financial advisors & firms and 12 insurance agents verified near Lafayette, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Talk to someone about my money

We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 94549

Garner Financial Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $153M AUM

CRD 131628 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Asage Financial LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $28M AUM

CRD 140805 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gebhardt Group, INC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $346M AUM

CRD 142903 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gifford Fong Associates0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $517M AUM

CRD 142917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lewis Asset Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $387M AUM

CRD 143409 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Argent Wealth Advisors, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $47M AUM

CRD 172856 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wallace Advisory Group, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $269M AUM

CRD 281049 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Empowering Financial0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $1M AUM

CRD 289866 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mosher Financial Advisors LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser

CRD 291088 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Olympia Wealth Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $20M AUM

CRD 300261 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Foundation Investment Group0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $286M AUM

CRD 318369 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lloyd Tevis Investments, LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $435k AUM

CRD 323061 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jackson Peak Capital LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $3M AUM

CRD 324352 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Invantage Capital LLC0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $4M AUM

CRD 337627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hyphen Wealth Management0 mi

RIA firm · Lafayette, CA 94549 · Registered investment adviser · $126M AUM

CRD 338134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gkv Capital Management CO INC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $357M AUM

CRD 108767 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Destination Wealth Management2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $4.9B AUM

CRD 110365 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ginsberg Financial Strategies2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $75M AUM

CRD 161151 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

361 Financial Planning, INC.2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $5M AUM

CRD 283581 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Barentsen Advisory Services, LLC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser

CRD 285676 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vista Advisor Group, LLC2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $315M AUM

CRD 307268 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dawson Investment Management2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $40M AUM

CRD 312098 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Terrafirma Wealth Partners2.8 mi

RIA firm · Walnut Creek, CA 94597 · Registered investment adviser · $118M AUM

CRD 331568 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Management Advisor Group, LLC3.4 mi

RIA firm · Walnut Creek, CA 94595 · Registered investment adviser · $234M AUM

CRD 304617 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 94549

David E. Quan Agency, Insurance Brokers, Inc.10.7 mi

Insurance · Oakland, CA · Earthquake insurance across SF Bay Area counties

This is you? Claim itclaimable & removable by its owner

Woodruff Sawyer — Private Client16.8 mi

Insurance · San Francisco, CA 94111 · Private client: homes, collections, executives' personal risk

This is you? Claim itclaimable & removable by its owner

Heffernan Barbary Insurance Services16.8 mi

Insurance · San Francisco, CA 94111 · Home, auto, condo, commercial

This is you? Claim itclaimable & removable by its owner

Pennbrook Insurance Services17.2 mi

Insurance · San Francisco, CA 94104 · Homeowners, auto, health, business; risk management

This is you? Claim itclaimable & removable by its owner

Marina Associates Insurance Agency17.2 mi

Insurance · San Francisco, CA 94104 · Home, earthquake, umbrella, valuables, collector cars

This is you? Claim itclaimable & removable by its owner

Newfront — Private Client Services17.2 mi

Insurance · San Francisco, CA 94104 · High-net-worth: multiple properties, collections, auto/watercraft, private staff

This is you? Claim itclaimable & removable by its owner

Express Service Insurance (ESI Insurance Brokers)18.1 mi

Insurance · San Francisco, CA 94109 · Home, earthquake, flood, umbrella, auto

This is you? Claim itclaimable & removable by its owner

Lynn Petrie Lange18.5 mi

Insurance · State Farm · San Francisco, CA 94123 · Home, auto, renters & life (Marina district)

This is you? Claim itclaimable & removable by its owner

Robert E. Kennedy Insurance Agency, Inc.18.6 mi

Insurance · San Francisco, CA · Personal and business insurance

This is you? Claim itclaimable & removable by its owner

R. Carrie Insurance Agency19.1 mi

Insurance · San Francisco, CA 94115 · Earthquake insurance

This is you? Claim itclaimable & removable by its owner

Thierry Hugand19.1 mi

Insurance · State Farm · San Francisco, CA 94115 · Home, auto & life (serves Pacific Heights & the Marina)

This is you? Claim itclaimable & removable by its owner

Wang Insurance Agency, Inc.22.2 mi

Insurance · San Francisco, CA 94122 · Home, auto, umbrella, life, business

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lafayette, CA.

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