Garner Financial Management
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 3620 Happy Valley Rd Unit 103, Lafayette, CA 94549
- Phone
- (925) 282-5500
- Website
- garnerfm.com
- County
- Contra Costa County
Hours
- Monday: 8:30 AM–6 PM
- Tuesday: 8:30 AM–6 PM
- Wednesday: 8:30 AM–6 PM
- Thursday: 8:30 AM–6 PM
- Friday: 8:30 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
Garner Financial Management is a financial planning and investment firm in Lafayette, serving clients across the East Bay with personalized guidance for their long-term goals. We help individuals and families build clear, practical plans that bring their savings, investments and retirement strategies into focus.
Our approach starts with understanding where you are today and where you want to go, so every recommendation reflects your priorities. We take the time to explain each step in plain language, so you always know the reasoning behind the decisions we make together.
Whether you are planning for retirement, managing investments or simply want a second opinion on your finances, we are glad to talk through your situation.
Visit our website at garnerfm.com to learn more about how we work and to get in touch.
Our approach starts with understanding where you are today and where you want to go, so every recommendation reflects your priorities. We take the time to explain each step in plain language, so you always know the reasoning behind the decisions we make together.
Whether you are planning for retirement, managing investments or simply want a second opinion on your finances, we are glad to talk through your situation.
Visit our website at garnerfm.com to learn more about how we work and to get in touch.