Stewart & Patten Co LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 3675 Mount Diablo Blvd Ste 340, Lafayette, CA 94549
- Phone
- (415) 421-4932
- Website
- stewartandpatten.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
At Stewart & Patten Co LLC, we help families and individuals in Lafayette and across the East Bay plan with confidence for the years ahead. We provide financial planning services designed to bring clarity to your goals, whether you are building savings, preparing for retirement, or managing the financial details of everyday life.
Our approach starts with understanding your situation so that every recommendation fits your priorities and your timeline. We work closely with clients throughout Contra Costa County, offering personal guidance that adapts as your circumstances change.
Learn more about how we can help on our website, or call or stop by to start a conversation about your financial future.
Our approach starts with understanding your situation so that every recommendation fits your priorities and your timeline. We work closely with clients throughout Contra Costa County, offering personal guidance that adapts as your circumstances change.
Learn more about how we can help on our website, or call or stop by to start a conversation about your financial future.