Creekside Partners

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985 Moraga Rd Ste 205
Lafayette, CA 94549
+1 (925) 284-1260
http://creeksidepartners.com

Creekside Partners is a fiduciary advisory firm based in Petaluma, CA, that prioritizes the interests of its clients. With a focus on investments and financial management, they provide customized solutions and a hands-on approach to help clients achieve their short and long-term goals.

As an independent firm, Creekside Partners combines the personalized service of a small company with the expertise and resources of larger firms. With a specialty in municipal bonds, they offer safe and tax-free income options, while keeping risks low and taxes minimal.

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