Gebhardt Group

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3390 Mt Diablo Blvd Ste 250
Lafayette, CA 94549

Gebhardt Group Inc. is a financial services firm based in Lafayette, California, specializing in financial planning, wealth management, and Medicare consulting. The firm aims to help clients navigate major life changes, optimize their financial strategies, and simplify their approach to managing wealth.

Led by investment advisors Jim Gebhardt, Matthew Grishman, and Janine Keeperman, the firm provides personalized services tailored to the unique needs of individuals and professionals alike. With a focus on building long-term relationships, Gebhardt Group is committed to guiding clients through their financial journeys to achieve their goals and aspirations.

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