BTA Advisory Group - Bay Area

Business details

Category
Financial Services · Financial planner
Address
4115 Blackhawk Plaza Cir Ste 100, Danville, CA 94506
Phone
(925) 998-9896
County
Contra Costa County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you need help planning for retirement or sorting out your taxes, BTA Advisory Group - Bay Area offers financial planning and tax consulting tailored to you. We are a financial planning and tax consulting firm serving Danville and communities across Contra Costa County and the wider Bay Area.

Our work centers on helping individuals and families make clear, informed decisions about their money, from long-term planning to everyday tax questions. We take the time to understand your goals and explain your options in plain language so you can move forward with confidence.

Whether you are just starting to plan your finances or want a second opinion on your current strategy, we are glad to help.

Call or stop by our office in Danville to start the conversation.