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Concentric Wealth ManagementFinancial advisor in Lafayette, CA

Concentric Wealth Management is a financial advisor at 251 Lafayette Cir, Lafayette, CA 94549, rated 5.0 from 1 Google review. Open Monday to 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.

Lafayette, CA0 paid placements in any rankingHow we rank

Call (925) 962-1100

Key facts

Key facts about Concentric Wealth Management
Address251 Lafayette Cir, Lafayette, CA 94549Get directions
Phone(925) 962-1100
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Lafayette and 11 towns within 25 miles: Orinda, Walnut Creek, Moraga, Pleasant Hill, Alamo, Piedmont, Concord, Danville, Berkeley, Martinez and Albany.

Based in Lafayette, CAView on map

Opening hours

Opening hours for Concentric Wealth Management
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Concentric Wealth Management

What are Concentric Wealth Management’s hours?

Concentric Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 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 Concentric Wealth Management serve?

Serves Lafayette and 11 towns within 25 miles: Orinda, Walnut Creek, Moraga, Pleasant Hill, Alamo, Piedmont, Concord, Danville, Berkeley, Martinez and Albany. 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 Concentric Wealth Management?

Concentric Wealth Management has a rating of 5.0 from 1 Google review. 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 Concentric Wealth Management?

Call Concentric Wealth Management on (925) 962-1100. The business is at 251 Lafayette Cir, Lafayette, CA 94549. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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