the bizz box

No rating yet Financial Services Concord

Business details

Category
Financial Services · Financial advisor
Address
1800 Sutter St #500, Concord, CA 94520
Phone
(415) 212-6173
Website
thebizzbox.net
County
Contra Costa County

Hours

  • Monday: 9 AM–3:30 PM
  • Tuesday: 9 AM–3:30 PM
  • Wednesday: 9 AM–3:30 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: 9 AM–5 PM
  • Sunday: Closed

About

Concord and East Bay small businesses turn to the bizz box for financial advisory support that helps them plan with clarity and confidence. We are a financial advisory practice serving individuals, families and business owners across Concord and the surrounding East Bay communities.

Our work centers on helping clients organize their finances, set practical goals and make informed decisions about the next stage of their financial lives. We take the time to understand each client's situation so our guidance fits their priorities rather than a one-size-fits-all approach.

Whether you are just starting to plan or looking for a second perspective on your existing strategy, we are here to walk through your options with you.

To learn more about our services, visit our website.