Skip to content

Neat LedgerFinancial advisor in Concord, CA

Neat Ledger is a financial advisor in Concord, CA, rated 5.0 from 7 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Concord, CA0 paid placements in any rankingHow we rank

Key facts

Key facts about Neat Ledger
Phone(925) 979-8735
Websiteneatledger.co
HoursMonday and Tuesday: 8 AM – 5 PM; Thursday and Friday: 8 AM – 5 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyadditional Google category

Service area

Serves Concord and 11 towns within 25 miles: Alamo, Danville, Walnut Creek, Moraga, Lafayette, San Ramon, Pleasant Hill, Orinda, Clayton, San Leandro and Piedmont.

Based in Concord, CAView on map

Opening hours

Opening hours for Neat Ledger
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
WednesdayClosed
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Neat Ledger

What are Neat Ledger’s hours?

Neat Ledger is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 8 AM – 5 PM; Thursday and Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Neat Ledger serve?

Serves Concord and 11 towns within 25 miles: Alamo, Danville, Walnut Creek, Moraga, Lafayette, San Ramon, Pleasant Hill, Orinda, Clayton, San Leandro and Piedmont. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Neat Ledger?

Neat Ledger has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Neat Ledger?

Call Neat Ledger on (925) 979-8735. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Neat Ledger? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile