Concentric Wealth Management - Lafayette, California
Address: 251 Lafayette Cir, Lafayette, CA 94549, United States.
Phone: 9259621100.
Website: concentric-wealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Concentric Wealth Management
⏰ Open Hours of Concentric Wealth Management
- Monday: 8:30 am–5 pm
- Tuesday: 8:30 am–5 pm
- Wednesday: 8:30 am–5 pm
- Thursday: 8:30 am–5 pm
- Friday: 8:30 am–5 pm
- Saturday: Closed
- Sunday: Closed
Concentric Wealth Management is a reputable financial planning company located at 251 Lafayette Cir, Lafayette, CA 94549, United States. The company specializes in financial planning and can be reached through their phone number at 925-962-1100. Their official website is concentric-wealth.com.
Specialties and Services
- Financial planner
Points of Interest
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilet
- Appointments recommended
Reviews and Opinions
Concentric Wealth Management has received positive feedback from clients. One satisfied customer noted, "Mindful Wealth Managers. Very competent in their approach to investing." This sentiment is reflected in the company's 1 review on Google My Business, garnering an impressive average rating of 5/5.
👍 Reviews of Concentric Wealth Management
