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California Financial Advisors

2303 Camino Ramon #230
San Ramon, CA 94583 925-275-1000

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Fast and accarate advice. - Jul 24, 2022

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David White & Associates

3150 Crow Canyon Pl
San Ramon, CA 94583 925-277-2600

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Outstanding service from Oliver Orzal. - Nov 26, 2014

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Lincoln Financial Advisors

3000 Executive Pkwy #400
San Ramon, CA 94583 925-275-0300

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Great customer service! - Mar 13, 2018

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Tomren Wealth Management

12667 Alcosta Blvd #355
San Ramon, CA 94583 925-830-1700

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their suggestions minimized the negative effects that Covid had on my investments - Jun 25, 2022

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Ameriprise Financial

2817 Crow Canyon Rd #206-A
San Ramon, CA 94583 925-820-0338

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Now known as Canyon Wealth Management - Feb 03, 2016

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Pacific Center for Financial Services

2000 Crow Canyon Pl #430
San Ramon, CA 94583 925-838-7700

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HIHGLY recommended. I've used Stephen Schliesser and Chad Franck for years... - Jan 19, 2021

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Summit Financial Group

2000 Crow Canyon Pl #450
San Ramon, CA 94583 925-866-7800

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No raters have left a written comment.

Alandino Financial Services

3907 Park Dr
El Dorado Hills, CA 95762 925-743-2700

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No raters have left a written comment.

Ameriprise Financial

101 Gregory Ln #36
Pleasant Hill, CA 94523 925-899-6466

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No raters have left a written comment.

Bonnie Buhnerkempe

303 Cliffside Dr
Danville, CA 94526 925-855-0829

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No raters have left a written comment.

Certified Planners

2333 San Ramon Valley Blvd #185
San Ramon, CA 94583 925-866-1246

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Overall a very solid and responsible firm. - Sep 16, 2013

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Consilium Wealth Management

500 La Gonda Way #210
Danville, CA 94526 925-365-1087

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No raters have left a written comment.

Prosperity Financial Group

2333 San Ramon Valley Bl #200
San Ramon, CA 94583 925-314-8500

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My portfolio is easily beating the market year in and year out. Even when the... - Jun 23, 2024

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Shield Financial & Insurance Services

12907 Alcosta Blvd #A-2
San Ramon, CA 94583 925-973-1088

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Attended their lunch invitation and met with Randy for consultations to determine... - Oct 24, 2022

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Urda Wealth Management

18 Crow Canyon Ct #390
San Ramon, CA 94583 925-743-2760

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make me feel at home - Jul 01, 2022

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.