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Schroeder Capital Management in Lafayette is dedicated to empowering better investors through education and personalized service. Their mission is to serve clients, community, company, and team with a focus on individual needs and future goals. The company's simple process revolves around the client, their family, and their future, ensuring a tailored approach to financial management and investment strategies. Generated from their website's infomation

EPay Healthcare is an independent financial advisor based in Lafayette, CA, offering personalized and planning-based wealth management services to help clients achieve their financial goals. With a team of experienced professionals and a fee-only approach, they provide objective investment recommendations and comprehensive financial planning, including retirement planning, estate planning, tax planning, and business planning. With a focus on what's important to their clients, EPay Healthcare brings deep expertise and a personalized touch to their services, ensuring that clients can confidently navigate life transitions and protect their wealth. Recognized as a top firm in the industry, they are committed to delivering exceptional financial advice and helping clients make informed decisions for their financial well-being.Generated from the website