Grace Financial Services

★★★★★4.5 (2) Financial Services Walnut Creek

Business details

Category
Financial Services · Financial planner
Address
190 N Wiget Ln #100, Walnut Creek, CA 94598
Phone
(925) 300-3025
Website
marjoriegrace.com
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 guidance on managing your everyday finances, Grace Financial Services offers personal financial planning tailored to you. We are a financial planning practice based in Walnut Creek, serving individuals and households across Contra Costa County and the wider East Bay.

Our work centers on bringing your financial planning needs together in one place, so you have a single trusted source for the decisions that shape your future. Clients often tell us they value having all of their financial planning advice under one roof, which lets us see the full picture and plan with you rather than in pieces.

We take the time to understand your goals and circumstances, then build clear, practical guidance you can act on with confidence.

To learn more about how we can support your financial plans, visit our website.