Cerity Partners
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Financial consultant, Investment service
- Address
- 3595 Mount Diablo Blvd Ste 300, Lafayette, CA 94549
- Phone
- (415) 677-5430
- Website
- ceritypartners.com
- County
- Contra Costa County
About
For financial planning and investment guidance in Lafayette, Cerity Partners is here to help. We work with individuals and families who want a clear, thoughtful plan for their financial future.
Our team offers financial planning, investment management and advisory services tailored to each client's goals. We take the time to understand where you are today and where you want to go, then build a strategy around you.
Our Lafayette office serves clients across Lafayette and the East Bay.
To learn more about how we can support your goals, visit our website or stop by to start the conversation.
Our team offers financial planning, investment management and advisory services tailored to each client's goals. We take the time to understand where you are today and where you want to go, then build a strategy around you.
Our Lafayette office serves clients across Lafayette and the East Bay.
To learn more about how we can support your goals, visit our website or stop by to start the conversation.