BNJA Insurance and Financial Services

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Lafayette Square - Gregory A. Peters is a financial services firm located in Walnut Creek, CA. They provide a variety of financial services, including investments, retirement plans, tax planning, and college plans. They also offer insurance services, including disability income insurance, life insurance, and long-term-care insurance. The firm has a team of experienced financial professionals who can help clients meet their financial goals. They offer a wide range of services to meet the needs of all clients, from individuals to businesses. If you are looking for a financial services firm in Walnut Creek, CA, Lafayette Square - Gregory A. Peters is a great option.

Sequoia Wealth Advisors was founded in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who shared the vision but have since grown to include twelve financial advisors and seven assistants all dedicated to providing you with personalized service. As we have expanded, so have the services we offer and we continue to strive to find better ways to serve our clients, their families, and our communities. At Sequoia Wealth Advisors, long-term relationships that encourage open and authentic communication have been the cornerstone of our client’s success. In the spirit of communication we provide on-going education and economic updates for our clients and team.