Cojo Bay Advisors

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14850 Highway 4 Ste A273
Discovery Bay, CA 94505
+1 (925) 240-7759
http://www.cojobay.com

Cojo Bay Advisors, LLC is an independent wealth management firm based in Discovery Bay, CA, specializing in personalized financial solutions. With a focus on asset accumulation, retirement savings, and investment advice, they offer customized financial planning, personalized money management, and ongoing monitoring to help clients achieve their long-term goals.

Cojo Bay Advisors, LLC prides itself on providing flexible and tax-advantaged 529 plans for college savings, as well as a range of services including debt management, retirement planning, and budget creation. Committed to giving back, they support various nonprofit organizations and are part of the Council Family Team of trusted advisors, ensuring clients have access to a wealth of resources and strategic thought partners.

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