Gebhardt Group, Inc. - Lafayette, California

Gebhardt Group, Inc.

Gebhardt Group, Inc. is a highly-regarded financial planner based in Lafayette, California. Located at the address 3390 Mount Diablo Blvd #250, Lafayette, CA 94549, United States, the company is easily accessible and offers a wide range of financial services to its clients. The company's specialties include financial planning, investment management, and retirement planning.

Key Features and Location

• Address: 3390 Mount Diablo Blvd #250, Lafayette, CA 94549, United States.
• Phone: 9252839150.
• Website: gebhardtgroupinc.com.

Accessibility and Amenities

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• LGBTQ+ friendly
• Transgender safe space
• Appointment required
• Appointments recommended
• Free of charge street parking
• Free parking lot
• On-site parking

Customer Reviews

Gebhardt Group, Inc. has received positive reviews from its clients. With an average rating of 5/5 on Google My Business, the company is known for its professionalism, expertise, and commitment to providing personalized financial planning solutions.

👍 Reviews of Gebhardt Group, Inc.

dana Y.

5/5

I have had the extreme pleasure of working with Jim Gebhardt and the Gebhardt Group since its opening in 2007. Jim has not only been our guiding light in terms of navigating the financial landscape and planning for our future and our triplet daughters' futures, but has helped us continually build our portfolio in a smart, sound and strategic way. His counsel is outstanding and we value our open communications. Every step of the way, Jim and his team are there for us. I recommend Gebhardt Group to family, friends and since aligning with Jim and his team, have never felt more secure and steady in terms of my financial situation, even when the markets start to wiggle. He welcomes my input, and is a collaborative member of my financial team. If I could give Gebhardt Group 10 stars ...

Tricia H.

5/5

Jim, Matthew and the whole team at Gebhardt Group are nothing but the best of the best. They have guided me and my family through financial decisions during my husband's terminal illness and now me as a widow. They are responsive, compassionate and always eager and ready to help with any financial questions I have or purchases I want their opinion on. I am always reassured when I meet with Jim quarterly as they manage my assets with my best interest and my goals in mind. Jim also counsels my 2 sons with their long term goals and that's comforting to me since loosing my husband. I highly recommend the Gebhardt Group for anyone looking to have financial advisors and a team that truly cares about their clients and their individual needs.

jhoralek

5/5

We started working with the Gebhardt Group over 20 years ago because we felt they honestly cared about our lives and success. In that time we have seen many changes in our life and market fluctuations leading to an investment strategy that protects our wealth yet captures the potential growth. This includes investments and now even medicare assistance. We are so happy with our relationship that our daughter has become a client as well. We absolutely recommend the Gebhardt Group to anyone interested in building financial security and wealth!