Laurels

Best Financial Advisors in Concord
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Concord Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 37 25 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Saranap Wealth Advisors

  • Tax Planning

Saranap Wealth Advisors is a financial advisory firm serving individuals in Concord. It provides financial planning services that help clients set quantifiable financial goals, reduce expenses and save excess cash, and invest their savings. It also assists clients with protecting their assets and maximizing their benefits from employers. John Knolle, a financial advisor with Saranap Wealth Advisors, started managing portfolios in 1998. He is a Certified Financial Planner and has a Master of Business Administration degree.

1777 North California Boulevard
Walnut Creek, CA 94596

Website

Wagner Loftin Investment Services

  • Certified Financial Planner (CFP)

Wagner Loftin Investment Services is an independent firm that provides a complete range of financial and investment advisory services for individuals, families, and businesses in the Concord area. Based in Pleasant Hill, this firm offers a wide selection of financial planning services, including tax management, investment management, estate planning, account consolidation, and insurance planning. It also assists clients in constructing retirement and rollover strategies. Company founders Ron Wagner and Steve Loftin established the firm in 1992.

3478 Buskirk Avenue
Pleasant Hill, CA 94523

Website

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