Stephenson Co

No rating yet Financial Services Concord

Business details

Category
Financial Services · Financial planner
Address
1220 Diamond Way #260, Concord, CA 94520
Phone
(925) 671-2400
County
Contra Costa County

Hours

  • Monday: 8:30 AM–4:30 PM
  • Tuesday: 8:30 AM–4:30 PM
  • Wednesday: 8:30 AM–4:30 PM
  • Thursday: 8:30 AM–4:30 PM
  • Friday: 8:30 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

About

Based in Concord, Stephenson Co offers financial planning services for families and individuals across the East Bay. We help clients think through their long-term goals and build a financial plan that fits their circumstances.

Our approach is to listen carefully, explain our recommendations in plain language, and keep you informed as your situation changes. Whether you are just starting to plan for the future or refining an existing strategy, we are glad to meet with you and talk through your options.

Call or stop by to schedule a conversation with our team.