Financial
Manta has 98 businesses under Financial in Lafayette, CA
Featured Company Listings
CLAIMED
Categorized under Financial Planning Consultants
Located off of Mt. Diablo Boulevard in Lafayette, look for us up the hill behind the Veteran's Hall. Our Lafayette West office invites you to visit us and meet our financial advisors to see what our full-service team can provide.
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for you
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Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Lafayette, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
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Categorized under Tax return preparation services
Our small business certified tax pros can handle your small business tax preparation needs including small business taxes, payroll services, and bookkeeping. Set up an appointment in your local Lafayette Block Advisors office or work with your small business tax consultant from home. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you decide to work on your small business taxes from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
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Export Heavy Machinery To The Middle Eas
Experts In Middle East North Africa A
Generators - Electric (wholesale)
Heavy Equipment - Rental
International Trade Services
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Critical Events Planning
Estate Planning
Mortgage Life Insurance Plans
Retirement Planning Services
Tax Planning Services
CLAIMED
Categorized under Mortgages
Rubicon Mortgage Fund, LLC is a direct private lender that specializes in short-term bridge financing. We understand that occasionally loans do not fit into the standard model of traditional lenders; therefore, we focus on funding non-conventional loans. We are based in the San Francisco Bay Area but will lend throughout California.
Visit our Website at www.rubiconfund.net
CLAIMED
Categorized under Export Finance
Experience the convenience of Genio, a free invoice generator that simplifies your billing process. With a variety of customizable invoice templates, Genio makes creating professional invoices quick and easy. Enjoy hassle-free billing and streamline your workflow with this efficient and user-friendly tool.
59 Silverwood drive
Lafayette, CA
(925) 382-7494
CLAIMED
Investment Portfolio Reviews
Pension Plans
Financial Planning Services
Retirement Planning Services
Life Insurance
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We help you gain an overview of your current financial development, income protection, life insurance coverage, and estate organization - from your point of view. We consider new prospects/clients by invitation.
We have been working with individuals and businesses since 1994 primarily through invitation.
Each of our professionals has extensive experience. Many hold various professional designations and degrees.
As estate advisors we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your retirement and capital transfer goals.
One of the benefits of working with us is our ability to provide clear financial strategies and the appropriate solutions.
CLAIMED
Categorized under Retirement Planning Services
CLAIMED
Equipment Leasing
Business Equipment Lease Financing Services
Photographic Equipment Rental And Leasing Services
Earth Moving Equipment Rentals And Leasing Services
Recycling Equipment Rental And Leasing Services
At Prodigy Financial our first priority is to assist our clients acquire capital equipment using creative financing options. We understand the importance of conserving cash flow in every business, and commit to providing the service to find the right financial product for you. We also understand that communication throughout the leasing process is a key element in retaining strong relationships. We pride ourselves in keeping both the vendor and end user in the loop from application to funding. We believe that you will find the following benefits valuable when working with us at Prodigy Financial.
All Company Listings
59 Silverwood drive
Lafayette, CA
(925) 382-7494
CLAIMED
Investment Portfolio Reviews
Pension Plans
Financial Planning Services
Retirement Planning Services
Life Insurance
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We help you gain an overview of your current financial development, income protection, life insurance coverage, and estate organization - from your point of view. We consider new prospects/clients by invitation.
We have been working with individuals and businesses since 1994 primarily through invitation.
Each of our professionals has extensive experience. Many hold various professional designations and degrees.
As estate advisors we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your retirement and capital transfer goals.
One of the benefits of working with us is our ability to provide clear financial strategies and the appropriate solutions.
CLAIMED
Categorized under Retirement Planning Services
At Wallace Financial Insurance Solutions, we are your trusted allies who are here to meet with you and get to know you and your goals. At the same time, Bill Wallace is a Member Agent of The Nautilus Group, who are nationally recognized and respected specialists. This access to combined knowledge and experience is yet another key advantage that sets us apart from other financial professionals.
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Categorized under Management Investment Open-End
CLAIMED
Categorized under Retirement Planning Services
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Lafayette, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
Equipment Leasing
Business Equipment Lease Financing Services
Photographic Equipment Rental And Leasing Services
Earth Moving Equipment Rentals And Leasing Services
Recycling Equipment Rental And Leasing Services
At Prodigy Financial our first priority is to assist our clients acquire capital equipment using creative financing options. We understand the importance of conserving cash flow in every business, and commit to providing the service to find the right financial product for you. We also understand that communication throughout the leasing process is a key element in retaining strong relationships. We pride ourselves in keeping both the vendor and end user in the loop from application to funding. We believe that you will find the following benefits valuable when working with us at Prodigy Financial.
CLAIMED
Export Heavy Machinery To The Middle Eas
Experts In Middle East North Africa A
Generators - Electric (wholesale)
Heavy Equipment - Rental
International Trade Services
CLAIMED
Critical Events Planning
Estate Planning
Mortgage Life Insurance Plans
Retirement Planning Services
Tax Planning Services
CLAIMED
Senior Care Management
Senior Transition Services
Downsizing And Relocation Services
Senior Real Estate Services
Encircle is an independent, women-owned business that provides concierge-level senior transition services.
We are mothers, daughters, granddaughters and caregivers. We are senior care management specialists, health care professionals and real estate experts.
While we know major life transitions generate a heavy burden of worry and uncertainty for seniors and their children, we also know there is a better way.
CLAIMED
Categorized under Financial Planning Consultants
Located off of Mt. Diablo Boulevard in Lafayette, look for us up the hill behind the Veteran's Hall. Our Lafayette West office invites you to visit us and meet our financial advisors to see what our full-service team can provide.
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for you
3559 MT Diablo Blvd Suite 334-E,
Lafayette, CA
(925) 298-2109
CLAIMED
Adjustable Rate Mortgage Loans
Jumbo Mortgage Loans
Mortgage Loans
Fha Mortgage Services
Commercial Mortgages
Happy Investments, Inc. has been a Mortgage Broker and loan company serving California since 2005. Happy Investments, Inc. focusing on both Residence and Commercial Mortgage loans. Our specialty is providing financing to people with complicated financial Situations. Our Company has many Mortgage programs feature competitive interest rates, low down payment requirements, flexible underwriting guidelines, Each of these features are designed to make your Mortgage Loan more affordable. We Provide Hard Money Loans, Private Money Loans, Home Equity Loans, Commercial Loans. Vacant Land Loans, Rehab Loans, FHA Loans, Mobile Home Loans, Home Purchase Loans, Home Refinance Loans, Commercial Loans, Bank Statement Home Loans, First Time Home Buyers, Home Improvement Loans, Transnational Funding and Many More
Happy Investments, Inc. Lafayette CA and nearby cities, Provide Mortgage Broker, Hard Money Loans, Private Money Loans, Home Equity Loans, Commercial Loans. Vacant Land Loans, Rehab Loans, FHA Loans, Mobile Home Loans, Home Purchase Loans, Home Refinance Loans, Commercial Loans, Bank Statement Home Loans, First Time Home Buyers, Home Improvement Loans, Transnational Funding and Many More
Contact Us:
Happy Investments, Inc. Lafayette CA
3559 MT Diablo Blvd Suite 334-E,
Lafayette, CA 94549
925-298-2109
[email protected]
http://www.happyinvestmentsinc.com/mortgage-broker-lafayette-ca/
CLAIMED
Categorized under Tax return preparation services
Our small business certified tax pros can handle your small business tax preparation needs including small business taxes, payroll services, and bookkeeping. Set up an appointment in your local Lafayette Block Advisors office or work with your small business tax consultant from home. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you decide to work on your small business taxes from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Export Finance
Experience the convenience of Genio, a free invoice generator that simplifies your billing process. With a variety of customizable invoice templates, Genio makes creating professional invoices quick and easy. Enjoy hassle-free billing and streamline your workflow with this efficient and user-friendly tool.
CLAIMED
Categorized under Tax Return Preparation and Filing
CLAIMED
Categorized under Mortgages
Rubicon Mortgage Fund, LLC is a direct private lender that specializes in short-term bridge financing. We understand that occasionally loans do not fit into the standard model of traditional lenders; therefore, we focus on funding non-conventional loans. We are based in the San Francisco Bay Area but will lend throughout California.
Visit our Website at www.rubiconfund.net
Categorized under Investors (Unclassified)
Categorized under Non-Bank Holding Companies
Categorized under Tax Return Preparation and Filing
Categorized under Financial Advisory Services
Categorized under Investment Holding Companies, Except Banks
Categorized under Non-Bank Holding Companies
Categorized under Mortgages
Categorized under Investors (Unclassified)
Categorized under Investors (Unclassified)
Categorized under Non-Bank Holding Companies
Categorized under Financial Planning Consultants
3620 Happy Valley Road # 203
Lafayette, CA
(925) 283-7913
Categorized under Financial Planning Consultants
Categorized under Non-Bank Holding Companies
Categorized under Mortgages
Categorized under Tax Return Preparation and Filing
Categorized under Security Brokers
Categorized under National commercial banks
Categorized under Tax Return Preparation and Filing
Categorized under State Credit Unions
Categorized under Investors (Unclassified)
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