Wealth Management in Moraga, CA

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List of Firms

Moraga, CA Wealth Management Firms

Zachary Persin - RBC Wealth Management Financial Advisor
Location 1331 N California Blvd Suite 650, Walnut Creek, CA 94596, USA
Phone (925) 279-1734
Language https://us.rbcwealthmanagement.com/eastbaywealth?utm_source=GMB&utm_medium=Yext
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Gaskin Wealth Management
Location 925 Country Club Dr, Moraga, CA 94556, USA
Phone (925) 376-7335
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Krumrei & Ross Inc
Location 1600 School St # 101, Moraga, CA 94556, USA
Phone (925) 376-4712
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Wilson & Boucher Capital Management, LLC
SEC File# 801-100476
CRD# 134076
Location 1480 Moraga Rd #C351, Moraga, CA 94556, USA
Phone (800) 381-8610
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Rittmann Capital Management
Location 1660 School St Ste 106B, Moraga, CA 94556, USA
Phone (925) 388-0533
Language http://www.rittmanncapital.com/
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Susan Danzig - Business Development Coaching for Financial Services Professionals
5 out of 5
Location 533 Moraga Rd Suite 220, Moraga, CA 94556, USA
Phone (925) 954-1773
Language https://www.susandanzig.com/
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BIGG Wealth Management
5 out of 5
Location 1211 Newell Ave Suite 120, Walnut Creek, CA 94596, USA
Phone (833) 899-2444
Language https://www.biggwealthmgmt.com/
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Oakhill Investment Management
Location 533 Moraga Rd, Moraga, CA 94556, USA
Phone (925) 388-0205
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The Meniktas Wealth Management Group - UBS Financial Services Inc.
Location 1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597, USA
Phone (925) 746-0285
Language https://advisors.ubs.com/themeniktasgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166095&y_source=1_MjI3MTI2NTMtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Wealth Management in Moraga, CA

Where Wealth Management Advisors in Moraga, CA Serve

Nestled in the rolling hills of the East Bay, Moraga, CA is a picturesque town known for its top-notch schools and tight-knit community. With landmarks like Saint Mary's College and the Moraga Country Club, this town boasts a rich history and plenty of recreational opportunities. Major employers include the Moraga School District and the Town of Moraga, while residents enjoy easy access to major highways like the 24 and 680. Neighborhoods range from the upscale Sanders Ranch to the more modest Rheem Valley, offering a diverse range of housing options for families and professionals alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Moraga, CA is a small town nestled in the hills of the East Bay. Despite its idyllic location, residents still need the services of a bank to help them manage their finances. One of the most common ways a bank can assist Moraga residents is through mortgage lending. With the average home price in Moraga hovering around $1.5 million, many residents require a mortgage to purchase a home. A bank can help these residents navigate the complex process of obtaining a mortgage, including evaluating their creditworthiness, determining the appropriate loan amount, and securing a competitive interest rate. In addition, banks can provide financial planning services to help residents manage their wealth and plan for their future. With the high cost of living in the Bay Area, these services can be invaluable to Moraga residents looking to secure their financial future.

Insurance Broker

Residents of Moraga, CA can benefit greatly from the services of an insurance broker. With the town's close proximity to the San Francisco Bay Area, many residents may commute to work and require coverage for their vehicles. Additionally, as a community with a higher median household income, residents may have more valuable assets to protect, such as homes and personal property. An insurance broker can help residents navigate the complex world of insurance policies and find the most comprehensive coverage for their unique needs. With the potential for natural disasters such as wildfires and earthquakes, it is important for Moraga residents to have adequate coverage for their homes and belongings. An insurance broker can also assist with health insurance options, ensuring that residents have access to quality healthcare. Overall, an insurance broker can provide invaluable assistance to residents of Moraga, helping them protect their assets and providing peace of mind.

Retirement Planning

Residents of Moraga, CA can benefit greatly from the expertise of a retirement planner. With a median age of 50, many residents are approaching retirement and need guidance on how to manage their finances during this transition. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation, goals, and lifestyle. For example, with the high cost of living in Moraga, a retirement planner can help residents navigate the complexities of Social Security, pension plans, and other retirement benefits to ensure they have enough income to maintain their standard of living. Additionally, a retirement planner can help residents with estate planning, tax strategies, and long-term care planning, which can be especially important for those with high net worth or complex family situations. Overall, a retirement planner can provide invaluable support and guidance to help residents of Moraga, CA achieve their retirement goals and enjoy a secure and comfortable future.

Financial Advisor

Residents of Moraga, CA can benefit from the services of a financial advisor in a multitude of ways. One of the most common ways is through retirement planning. With the median age of Moraga residents being 50 years old, many are approaching retirement age and need guidance on how to prepare financially. A financial advisor can help them create a retirement plan that takes into account their specific goals, income, and expenses. Additionally, Moraga is known for its high cost of living, which can make it challenging for residents to save for retirement. A financial advisor can help them find ways to cut expenses and increase savings, such as through tax-efficient investing or downsizing their home. Overall, a financial advisor can provide valuable assistance to Moraga residents in navigating the complexities of retirement planning and achieving financial security.

Mortgage Loan Officer

Residents of Moraga, CA can benefit from the expertise of a mortgage loan officer in several ways. With the high cost of living in Moraga, many residents may need a mortgage loan officer to help them secure a home loan that fits their budget. Additionally, the town's hilly terrain and proximity to the San Francisco Bay Area make it an attractive location for homeowners, but also create unique challenges when it comes to property valuations and zoning regulations. A mortgage loan officer can help residents navigate these issues and ensure that they are getting the best possible deal on their home loan. Furthermore, with the COVID-19 pandemic causing economic uncertainty, residents may need a mortgage loan officer to help them understand their options for refinancing or modifying their existing loans to better suit their current financial situation. Overall, a skilled mortgage loan officer can be an invaluable resource for residents of Moraga, CA looking to buy or refinance a home in this beautiful and unique community.

Tax Services

Residents of Moraga, CA could benefit from the expertise of a tax advisor in a multitude of ways. For instance, Moraga has a high median household income of $147,000, which means that residents may face complex tax situations that require professional guidance. Tax advisors can help residents navigate the intricacies of tax laws, identify deductions and credits that may be overlooked, and ensure compliance with state and federal regulations. Additionally, Moraga is located in Contra Costa County, which has some of the highest property taxes in the state. A tax advisor can help homeowners understand how property taxes are calculated and provide strategies for reducing their tax burden. With the help of a tax advisor, residents of Moraga can optimize their finances and ensure that they are making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Moraga, CA can benefit from the expertise of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help individuals create a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important for the residents of Moraga, CA, as it is a city with a high median household income, and many residents have significant assets that need to be protected. Secondly, an estate planning lawyer can assist with tax planning, ensuring that individuals pay the minimum amount of taxes required by law. This is especially important in Moraga, CA, as it is located in Contra Costa County, which has some of the highest property taxes in the state. Finally, an estate planning lawyer can help individuals navigate the complex legal system, ensuring that their wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Moraga, CA provided by a seasoned wealth manager can encompass a wide range of financial solutions tailored to meet the unique needs of their clients. A wealth manager can offer investment management services, retirement planning, estate planning, tax planning, risk management, and much more. In Moraga, CA, a wealth manager can provide specialized advice on investing in the local real estate market, which has been on a steady rise over the past few years. They can help clients navigate the complexities of investing in the Bay Area, where the cost of living is high, and the competition is fierce. Additionally, a wealth manager can provide guidance on philanthropic giving, which is a significant part of the community in Moraga, CA. With their expertise, a wealth manager can help clients make informed decisions about their finances, achieve their financial goals, and leave a lasting legacy in the community.

Moraga, CA is a hidden gem when it comes to finding a top-notch wealth manager. With its picturesque landscape, affluent community, and proximity to the booming tech industry, Moraga offers a unique blend of opportunities for those seeking financial guidance. What sets Moraga apart from other cities in the Bay Area is its unparalleled sense of community. The town's vibrant culture, diverse population, and strong sense of civic engagement make it a welcoming and supportive environment for individuals and families looking to invest in their future. Furthermore, Moraga's location in the heart of Contra Costa County provides easy access to a network of financial professionals who are well-versed in the local economy and can offer tailored solutions to meet the needs of their clients. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, Moraga's wealth managers have the knowledge, expertise, and resources to help you achieve your financial goals.