Blue Dot Wealth Management
Comprehensive financial planning, for individuals, families & business owners - with a focus on pre-retirees. Investment management, to assist clients in working towards & achieving their life goals.Comprehensive financial planning, for individuals, families & business owners - with a focus on pre-retirees. Investment management, to assist clients in working towards & achieving their life goals.
Capitol Planning Group
We here at Capitol Planning Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning/income planning.We here at Capitol Planning Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning/income planning.
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2280 Diamond Blvd. #200, Concord, CA 94520 – (925) 685-1181 – info@concordchamber.com