ACRISURE
Deploying the Best Human & Artificial IntelligenceA global fintech leader, Acrisure provides customers with intelligence-driven financial services solutions for insurance, reinsurance, cyber service
Deploying the Best Human & Artificial Intelligence
A global fintech leader, Acrisure provides customers with intelligence-driven financial services solutions for insurance, reinsurance, cyber service
AGENT2000, Commercial and Personal Insurance Brokers
Our mission is to get to know and understand your needs, wants, and long-term goals.Our mission is to get to know and understand your needs, wants, and long-term goals.
Ana Salinas Ins Services -Specializing in Medicare solutions
Ana Salinas is an independent insurance agent specializing in Medicare solutions. She works with most major insurance companies so she can offer her clients appropriate coverage for them.Ana Salinas is an independent insurance agent specializing in Medicare solutions. She works with most major insurance companies so she can offer her clients appropriate coverage for them.
AssetMark
Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support.Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support.
BAC Community Bank
A family-owned institution that has been operating since 1965We offer deposit accounts, loan products, & business services
We meet your needs by personalizing and customizing
A family-owned institution that has been operating since 1965
We offer deposit accounts, loan products, & business services
We meet your needs by personalizing and customizing
Beneficial State Bank
Mission Driven Bank, BCorp Certified. Specialize in working with Non Profits, BCorp Companies, and any other company that has the same Mission and Values we do. Full Service BankMission Driven Bank, BCorp Certified. Specialize in working with Non Profits, BCorp Companies, and any other company that has the same Mission and Values we do. Full Service Bank
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.
Burton Enright Welch
At Burton Enright Welch, you are our foremost priority. We offer comprehensive wealth management services, including financial planning, investment management, and retirement plan services.At Burton Enright Welch, you are our foremost priority. We offer comprehensive wealth management services, including financial planning, investment management, and retirement plan services.
California Payroll
California Payroll delivers user-friendly payroll, HR & time-keeping solutions focused on California compliance. Custom setups, dedicated support, 50-state tax filing & scalable service.California Payroll delivers user-friendly payroll, HR & time-keeping solutions focused on California compliance. Custom setups, dedicated support, 50-state tax filing & scalable service.
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.
Community Bank of the Bay
CBB proudly serves our local communities with business, nonprofit, and personal checking and savings accounts, CDs, loans and lines of credit.CBB proudly serves our local communities with business, nonprofit, and personal checking and savings accounts, CDs, loans and lines of credit.
Conversant Wealth Management
Financial Planning, Wealth AdvisorsFinancial Planning, Wealth Advisors
CrossCountry Mortgage, LLC
CrossCountry Mortage LLC is a top-ranked U.S. retail mortgage lender since 2003, offering 120+ loan options nationwide including conventional FHA, VA, jumbo, HELOC, down-payment aid with 700+ branchesCrossCountry Mortage LLC is a top-ranked U.S. retail mortgage lender since 2003, offering 120+ loan options nationwide including conventional FHA, VA, jumbo, HELOC, down-payment aid with 700+ branches
Diablo Valley Federal Credit Union
The purpose of our Credit Union is to maximize member benefits through cost effective financial services.The purpose of our Credit Union is to maximize member benefits through cost effective financial services.
Edward Jones - Umberto Leone - Financial Advisor
Edward Jones advisor Umberto?Leone, CFP®, CAP®, AAMS™ in Concord, CA. Offers personalized investment, retirement & education planning via face-to-face consults. Visit or call (925)?798-4946Edward Jones advisor Umberto?Leone, CFP®, CAP®, AAMS™ in Concord, CA. Offers personalized investment, retirement & education planning via face-to-face consults. Visit or call (925)?798-4946
Farmers And Merchants Bank of Central California
F&M Bank, Where banking is easy!F&M Bank, Where banking is easy!
Farmers Insurance Agency - Kevin Hennessy
As your personal agent, I believe in keeping you informed and aware of Farmers insurance products. It is my mission to help you develop the right plans to meet your insurance needs.As your personal agent, I believe in keeping you informed and aware of Farmers insurance products. It is my mission to help you develop the right plans to meet your insurance needs.
First Citizens Bank
First Citizens Bank provides personal, business, and wealth banking services with a focus on stability and long-term relationships.First Citizens Bank provides personal, business, and wealth banking services with a focus on stability and long-term relationships.
HealthMarkets Insurance Agency
HealthMarkets Insurance Agency | InsuranceHealthMarkets Insurance Agency | Insurance
Heffernan Elite Benefits Insurance Services
Solutions on DemandWe are employee benefits specialists and offer customized products to meet all of your company and employee's needs.
Solutions on Demand
We are employee benefits specialists and offer customized products to meet all of your company and employee's needs.
Heritage Bank of Commerce
Banking for Businesspeople by BusinesspeopleBanking for Businesspeople by Businesspeople
Hindsight Insurance Services
We are open, active, and ready to meet with you to discuss all your insurance concernsWe are open, active, and ready to meet with you to discuss all your insurance concerns
Investment Growth Management
To provide knowledgeable, un-biased investment advice and direct management, with integrity and a purpose to place our clients’ interests above all else.To provide knowledgeable, un-biased investment advice and direct management, with integrity and a purpose to place our clients’ interests above all else.
Jackson, Downs & Tsuruda
Jackson Downs & Tsuruda CPA specializes in tax and accounting services for individuals, corporations, partnerships, trusts and estates with a personalized touch.Jackson Downs & Tsuruda CPA specializes in tax and accounting services for individuals, corporations, partnerships, trusts and estates with a personalized touch.
Kaiser Permanente Medical Offices
An integrated outpatient facility offering primary care, urgent visits, specialty services cardiology, OB-GYN, imaging, labs, pharmacy) with modern tech and coordinated care.An integrated outpatient facility offering primary care, urgent visits, specialty services cardiology, OB-GYN, imaging, labs, pharmacy) with modern tech and coordinated care.
LTD Global
LTD Global empowers small and medium-sized businesses, nonprofits and government agencies to succeed as modern, digital-first leaders. We provide accounting, administrative, HR and Staffing ServicesLTD Global empowers small and medium-sized businesses, nonprofits and government agencies to succeed as modern, digital-first leaders. We provide accounting, administrative, HR and Staffing Services
Mass Mutual
MassMutual is a mutual life insurer founded in 1851, offering life, disability, long-term care, annuities, retirement, investment & wealth services, backed by top ratings.MassMutual is a mutual life insurer founded in 1851, offering life, disability, long-term care, annuities, retirement, investment & wealth services, backed by top ratings.
Mass Mutual Northern California
MassMutual is a mutual life insurer founded in 1851, offering life, disability, long-term care, annuities, retirement, investment & wealth services, backed by top ratings.MassMutual is a mutual life insurer founded in 1851, offering life, disability, long-term care, annuities, retirement, investment & wealth services, backed by top ratings.
MC Financial Partners
Wealth management, financial planning, and tax planning for individuals, families, and businessesWealth management, financial planning, and tax planning for individuals, families, and businesses
Mechanics Bank
Founded in 1905, Mechanics Bank provides personal banking, business banking, trust and estate services, brokerage and wealth management services through thirty-three offices across Northern CaliforniaFounded in 1905, Mechanics Bank provides personal banking, business banking, trust and estate services, brokerage and wealth management services through thirty-three offices across Northern California
Monumental Insurance Services, LLC
Monumental Insurance Services, LLC in Concord is an independent agency offering auto, home, business, truck & specialty coverage through top carriers like Nationwide. Local quotes & responsive serviceMonumental Insurance Services, LLC in Concord is an independent agency offering auto, home, business, truck & specialty coverage through top carriers like Nationwide. Local quotes & responsive service
Muir/Diablo Occupational Medicine 2nd location
Muir/Diablo Occupational Medicine offers a comprehensive range of services designed to assist employers in reducing workplace risks and managing workplace injuries.Walnut Creek Location
Muir/Diablo Occupational Medicine offers a comprehensive range of services designed to assist employers in reducing workplace risks and managing workplace injuries.
Walnut Creek Location
National Life Group
We believe our past has prepared us for a strong future. Our founders were innovators who created one of the first mutual life insurance companies in the country and the first with a national vision.We believe our past has prepared us for a strong future. Our founders were innovators who created one of the first mutual life insurance companies in the country and the first with a national vision.
New York Life
New York Life, founded in 1845, is the largest mutual life insurer in the U.S., offering life insurance, annuities, and investments. It’s known for strength, stability, and customer loyalty.New York Life, founded in 1845, is the largest mutual life insurer in the U.S., offering life insurance, annuities, and investments. It’s known for strength, stability, and customer loyalty.
Patelco Credit Union
It starts here.Better rates, fewer fees, and personalized advice you won’t find at big banks.
It starts here.
Better rates, fewer fees, and personalized advice you won’t find at big banks.
PNC Bank
We believe that our company should serve a greater purpose. That’s why we’re committed to the success of our employees, customers and the communities we serve.We believe that our company should serve a greater purpose. That’s why we’re committed to the success of our employees, customers and the communities we serve.
PNC Bank
We believe that our company should serve a greater purpose. That’s why we’re committed to the success of our employees, customers and the communities we serve.We believe that our company should serve a greater purpose. That’s why we’re committed to the success of our employees, customers and the communities we serve.
Shell Western States Federal Credit Union
Shell Western States FCU, founded in 1947 in Martinez, CA, offers auto loans, mortgages, credit cards, savings, and financial counseling. Open to all Contra Costa County residents. Call (925) 228-4545Shell Western States FCU, founded in 1947 in Martinez, CA, offers auto loans, mortgages, credit cards, savings, and financial counseling. Open to all Contra Costa County residents. Call (925) 228-4545
Shuman Financial Coaching
Coaching services provided in person or virtually.Coaching services provided in person or virtually.
Simply Works - Farmers Insurance
Simply Works – Farmers Insurance in Concord, CA, offers personalized auto, home, life, and business insurance solutions. Contact them at (925) 395-6449 or visit 1776 Grant St, Apt 211.Simply Works – Farmers Insurance in Concord, CA, offers personalized auto, home, life, and business insurance solutions. Contact them at (925) 395-6449 or visit 1776 Grant St, Apt 211.
Stanza Tax Services
Stanza Tax Services offers personalized tax preparation, business formations, payroll, and compliance support. Serving clients in Concord and San Pablo, CA. Visit stanzatax.com or call (510) 677-3227.Stanza Tax Services offers personalized tax preparation, business formations, payroll, and compliance support. Serving clients in Concord and San Pablo, CA. Visit stanzatax.com or call (510) 677-3227.
State Farm Insurance - Tim McGallian
We keep customers insured from the unexpected. We are dedicated to being active members of our community, bringing the standards of quality service, relationships, and integrity to our endeavors.We keep customers insured from the unexpected. We are dedicated to being active members of our community, bringing the standards of quality service, relationships, and integrity to our endeavors.
Travis Credit Union
Make a difference in the lives of the people we serve.Make a difference in the lives of the people we serve.
Travis Credit Union
Travis Credit Union offers personal and business banking services including checking, savings, loans, and credit cards. Federally insured, it serves communities across Northern California.Travis Credit Union offers personal and business banking services including checking, savings, loans, and credit cards. Federally insured, it serves communities across Northern California.
U.S. Bank
U.S. Bank - Concord-Diamond Full-Service BranchConsumer Banking, Lending, Credit Cards
Business/Commercial Banking, Lending and Treasury Management.
Wealth Management and Private Wealth Management.
U.S. Bank - Concord-Diamond Full-Service Branch
Consumer Banking, Lending, Credit Cards
Business/Commercial Banking, Lending and Treasury Management.
Wealth Management and Private Wealth Management.
UFCW & Employers Trust, LLC
UFCW?&?Employers?Trust,?LLC (founded 1957) is a Concord-based nonprofit administering health & pension benefits for Northern California UFCW clerks. Supports 235k+ participants across 155 employers.UFCW?&?Employers?Trust,?LLC (founded 1957) is a Concord-based nonprofit administering health & pension benefits for Northern California UFCW clerks. Supports 235k+ participants across 155 employers.
Umpqua Bank
Umpqua Bank, founded in 1953 in Canyonville, OR, is a leading Western U.S. regional bank with $50B+ assets and 300+ branches across eight states, offering personal/business banking, mortgagesUmpqua Bank, founded in 1953 in Canyonville, OR, is a leading Western U.S. regional bank with $50B+ assets and 300+ branches across eight states, offering personal/business banking, mortgages
Westamerica Bank
Westamerica Bank headquartered in San Rafael, CA, is a conservative community bank (76?branches, $6B+ assets) offering personal, business, mortgage, and wealth services.Westamerica Bank headquartered in San Rafael, CA, is a conservative community bank (76?branches, $6B+ assets) offering personal, business, mortgage, and wealth services.
