Retirement Planning in Contra Costa County, CA

We did the hard work of finding trustworthy partners in Contra Costa County, CA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Contra Costa County, CA

SEC File# 801-112986
CRD# 293644
5 out of 5
Location 2603 Camino Ramon Suite 350, San Ramon, CA 94583, USA
Phone (800) 878-1665
Directions
SEC File# 801-108777
CRD# 286079
Location 100 Railroad Ave, Danville, CA 94526, USA
Phone (925) 964-0090
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Perseus Wealth
Location 370 Diablo Rd Ste #209, Danville, CA 94526, USA
Phone (925) 938-2800
Directions
generic_business-71
Retirement Wealth & Tax Advrs
Location 3478 Buskirk Ave # 270, Pleasant Hill, CA 94523, USA
Phone (925) 938-3200
Directions
generic_business-71
Waldron Partners
5 out of 5
Location 3201 Danville Blvd #190, Alamo, CA 94507, USA
Phone (925) 708-7397
Directions
SEC File# 801-66973
CRD# 140959
Location 2603 Camino Ramon #416, San Ramon, CA 94583, USA
Phone (888) 839-9399
Directions
generic_business-71
Sprague Wealth Solutions
Location 2400 Camino Ramon #266, San Ramon, CA 94583, USA
Phone (925) 328-0400
Directions
generic_business-71
Grant Private Wealth Management
Location 1601 N Main St UNIT 204, Walnut Creek, CA 94596, USA
Phone (925) 378-5000
Directions
generic_business-71
Pension Dynamics Company LLC
2 out of 5
Location 2300 Contra Costa Blvd #400, Pleasant Hill, CA 94523, USA
Phone (925) 956-0505
Directions
SEC File# 801-100511
CRD# 145540
Location 2333 San Ramon Valley Blvd #200, San Ramon, CA 94583, USA
Phone (925) 314-8500
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
David White & Associates
4 out of 5
Location 3150 Crow Canyon Pl, San Ramon, CA 94583, USA
Phone (925) 277-2600
Directions
generic_business-71
Cetera Retirement Plan Specialists
5 out of 5
Location 2125 Oak Grove Rd, Walnut Creek, CA 94598, USA
Phone 088892 60600
Directions
SEC File# 801-62193
CRD# 175112
Location 2010 Crow Canyon Pl #210, San Ramon, CA 94583, USA
Phone (925) 648-4730
Directions
SEC File# 801-55273
CRD# 110152
5 out of 5
Location 2303 Camino Ramon # 230, San Ramon, CA 94583, USA
Phone (925) 275-1000
Directions
generic_business-71
Conversant Wealth Management
Location 500 La Gonda Way Suite 205, Danville, CA 94526, USA
Phone (925) 433-6840
Directions
Retirement Planning in Contra Costa County, CA

About Contra Costa County, CA for Those Planning to Retire

Contra Costa County, located in Northern California, is a diverse region with a plethora of landmarks and neighborhoods. The county is home to Mount Diablo, a prominent peak that towers over the surrounding landscape. Additionally, the San Francisco Bay Trail runs through the county, offering scenic views of the bay and its bridges. Some of the top employers in Contra Costa County include Chevron, Kaiser Permanente, and John Muir Health. These companies provide a significant boost to the local economy and offer employment opportunities for residents. Major highways in the county include Interstate 680, which runs north-south through the eastern part of the region, and Highway 24, which provides access to Oakland and San Francisco. Streets such as Main Street and Broadway are bustling thoroughfares in cities like Walnut Creek and Antioch, respectively. Neighborhoods in Contra Costa County range from affluent enclaves like Alamo and Danville to more working-class areas like Pittsburg and Richmond.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Contra Costa County, CA can benefit from a bank in numerous ways. Firstly, banks offer a range of financial services such as checking and savings accounts, loans, and credit cards. These services can help residents manage their finances better and achieve their financial goals. Secondly, banks provide a safe and secure place for residents to store their money. This is particularly important in Contra Costa County, which has a high rate of property crime. Additionally, banks offer online and mobile banking services, making it easier for residents to access their accounts and manage their finances on the go. Finally, banks can help residents invest their money wisely, providing them with financial advice and guidance to help them make informed decisions about their investments. Overall, having access to a bank can greatly benefit the residents of Contra Costa County, providing them with the financial tools and resources they need to thrive.

Insurance Broker

Residents of Contra Costa County, CA can greatly benefit from the services of an insurance broker. With the county's growing population and diverse demographic, an insurance broker can help individuals and families navigate the complex and ever-changing insurance market. From finding the right health insurance plan to protecting their homes and businesses, an insurance broker can provide personalized and expert advice to ensure that residents have the coverage they need. With the county's proximity to the San Francisco Bay Area and the potential risks associated with earthquakes and wildfires, an insurance broker can also help residents understand and obtain the appropriate coverage for these natural disasters. Additionally, with the county's strong focus on sustainability and environmentalism, an insurance broker can assist residents in finding eco-friendly insurance options for their homes and vehicles. Overall, an insurance broker can provide invaluable assistance to residents of Contra Costa County, CA in navigating the complex and ever-changing insurance landscape.

Wealth Management

Residents of Contra Costa County, CA can benefit from a wealth manager in various ways. Firstly, a wealth manager can provide investment advice and help individuals create a personalized portfolio that aligns with their financial goals. This is particularly important in Contra Costa County, where the cost of living is significantly higher than the national average, and residents may need to invest more aggressively to maintain their standard of living. Additionally, wealth managers can help with tax planning, estate planning, and retirement planning, all of which are critical components of a sound financial plan. With the help of a wealth manager, residents of Contra Costa County can navigate the complex financial landscape and make informed decisions that will help them achieve their financial objectives.

Financial Advisor

Residents of Contra Costa County, CA could greatly benefit from the services of a financial advisor. With the county's high cost of living and median home price of over $700,000, many individuals may struggle to manage their finances effectively. A financial advisor can assist with creating a budget, developing a savings plan, and investing wisely to ensure financial stability. Additionally, with the county's proximity to Silicon Valley and the tech industry, residents may have unique financial needs such as stock options and equity compensation. A knowledgeable financial advisor can provide guidance on navigating these complex financial instruments. Furthermore, with the county's diverse population, a financial advisor can assist with navigating cultural differences and language barriers to ensure that all residents have access to financial planning services.

Mortgage Loan Officer

Residents of Contra Costa County, CA could benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, the officer could assist in navigating the complex and ever-changing real estate market in the county, which has seen a recent surge in demand due to its proximity to the Bay Area. Additionally, the officer could help residents secure financing for homes in areas with higher median home prices, such as Orinda or Lafayette. Furthermore, the officer could provide guidance on the numerous loan options available, including government-backed loans and jumbo loans, which may be necessary for those looking to purchase larger homes or investment properties. With the help of a mortgage loan officer, residents of Contra Costa County can confidently make informed decisions about their home financing needs, allowing them to achieve their dreams of homeownership in this beautiful and thriving region of California.

Tax Services

Residents of Contra Costa County, CA can benefit from the expertise of a tax advisor in a variety of ways. One specific area of concern for residents is navigating the complex tax laws and regulations that apply to California. With the state's high income tax rates and complex tax code, a tax advisor can help residents maximize their deductions and credits, minimize their tax liability, and avoid costly mistakes. Additionally, with Contra Costa County's high cost of living, tax planning can be crucial for residents looking to save money and achieve financial stability. A tax advisor can provide guidance on investment strategies, retirement planning, and other financial decisions that can help residents achieve their long-term goals. Overall, a tax advisor can be an invaluable resource for residents of Contra Costa County looking to navigate the complex world of taxes and finances.

Estate Planning Lawyer

Residents of Contra Costa County, CA can benefit from the expertise of an estate planning lawyer in a variety of ways. Estate planning lawyers can assist with the creation of wills and trusts, ensuring that assets are distributed according to the wishes of the deceased. Additionally, they can provide guidance on tax planning and asset protection strategies, which can be particularly important in a high-cost area like Contra Costa County. Estate planning lawyers can also help with healthcare directives and powers of attorney, which can be crucial in ensuring that individuals receive the care they need in the event of incapacity. Overall, working with an estate planning lawyer can provide peace of mind and ensure that individuals and families are prepared for whatever the future may hold.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs