Custom investment portfolios in Lafayette, CA
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Rubicon Mortgage Fund, LLC
● OpenRubicon Mortgage Fund, LLC is a finance institution located at 3575 Mount Diablo Boulevard in Lafayette, California, United States. Specializing in providing fast and reliable funding for real estate transactions in California, Rubicon offers commercial loans for short-term lending, refinancing, equity cash out, and rehab fix & flip projects ranging from $250K to $15MM. With a focus on asset-based loans, Rubicon can customize a private money loan to meet the specific needs of each client. Transactions can be closed in as little as two weeks, allowing borrowers to make all cash offers on new properties while selling their current ones. Whether you are an agent, bank, or broker unable to secure traditional funding for your clients, Rubicon can help fund your deals and keep client relationships intact. Investors in the Fund gain a proportionate interest in all loans in the portfolio, secured by a first deed of trust. Stay updated on recent deals and opportunities with monthly emails from Rubicon, a direct private money lender in California. Rubicon Mortgage Fund is licensed under the California Financing Law (CFL 6053884) and Rubicon Realty Advisors, Inc. is also licensed under CFL 6053885.
3575 Mount Diablo Blvd #215, Lafayette, CA 94549, United States -
Griessel Tiffany Financial Group
● OpenGriessel Tiffany Financial Group is a well-established finance and insurance agency located at 59 Silverwood Drive in Lafayette, California, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Our mission is to provide personalized and comprehensive financial guidance to help our clients achieve their financial goals. Visit us today to learn more about how we can help secure your financial future.
59 Silverwood Dr #100, Lafayette, CA 94549, United States -
Cerity Partners
● OpenCerity Partners is a leading finance institution located at 3595 Mount Diablo Boulevard in Lafayette, California, United States. With a strong reputation for providing expert financial advice and services, Cerity Partners offers a wide range of wealth management solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, Cerity Partners is committed to delivering personalized and comprehensive financial solutions to help you succeed.
3595 Mount Diablo Blvd STE 300, Lafayette, CA 94549, United States -
Financially Arise Wealth Strategies & Insurance Solutions, LLC
● OpenFinancially Arise Wealth Strategies & Insurance Solutions, LLC is a finance institution located at 3703 Mount Diablo Boulevard in Lafayette, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth strategies and comprehensive insurance solutions. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to start building a secure financial future.
3703 Mount Diablo Blvd, Lafayette, CA 94549, United States -
Triple Summit Advisors, LLC
● OpenTriple Summit Advisors, LLC is a leading finance institution located at 3641 Mount Diablo Boulevard in Lafayette, California, United States. As a premier financial advisory firm, Triple Summit Advisors, LLC offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Triple Summit Advisors, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3641 Mount Diablo Blvd #25, Lafayette, CA 94549, United States -
Rob Engeldinger - Private Client Advisor
● OpenRob Engeldinger - Private Client Advisor is a leading finance institution located at 1333 North California Boulevard in Walnut Creek, California, United States. As a seasoned professional in the finance industry, Rob Engeldinger offers personalized financial advice and services to high-net-worth individuals. With a focus on building long-term relationships and providing tailored solutions, clients can trust in Rob's expertise to help them achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, Rob Engeldinger is dedicated to helping his clients secure their financial future.
1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596, United States
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