Lido Advisors
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 12667 Alcosta Blvd Suite 150, San Ramon, CA 94583
- Phone
- (925) 320-3665
- Website
- lidoadvisors.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Lido Advisors, we help families and individuals in San Ramon and across the East Bay plan with confidence for the financial future they want. We offer financial planning, investment management and tax consultation, tailored to each client's goals, income and stage of life.
Our approach is to listen first, then build a clear, practical strategy that you can understand and follow. We take the time to explain each recommendation in plain language so you always know where your money stands and why.
Whether you are saving for retirement, managing investments or preparing your taxes, we aim to bring organization and peace of mind to each step.
Learn more and schedule a conversation through our website.
Our approach is to listen first, then build a clear, practical strategy that you can understand and follow. We take the time to explain each recommendation in plain language so you always know where your money stands and why.
Whether you are saving for retirement, managing investments or preparing your taxes, we aim to bring organization and peace of mind to each step.
Learn more and schedule a conversation through our website.