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Grace Financial Services is a reputable financial firm located in Walnut Creek, CA, offering a wide range of services including insurance, investing, retirement planning, estate planning, and wealth preservation. With a team of skilled professionals, they aim to help individuals take a proactive approach to their personal financial situation and achieve their financial goals. As a Registered Representative of Osaic Wealth, Inc., Marjorie Grace provides securities products and advisory services, while also offering insurance services through Grace Financial Services. Committed to providing valuable information and resources, their website features calculators, videos, articles, and newsletters to help clients gain a better understanding of financial concepts and stay updated on market performance.Generated from the website

Ivan G Kerr CFP is a financial planning firm based in Walnut Creek, CA, specializing in providing personalized financial advice and strategies to individuals and families. With a focus on comprehensive financial planning, Ivan G Kerr CFP aims to help clients achieve their long-term financial goals through tailored investment management and retirement planning services. Generated from their business information

Diablo Benefit Group, located in Walnut Creek, CA, specializes in pension and employee benefits consulting, aiming to build lasting relationships with clients through personalized service. They offer a range of services, including retirement planning, estate planning, and various insurance products to help individuals and businesses navigate their financial futures. The firm provides educational resources such as newsletters, articles, and calculators, empowering clients to make informed decisions about their finances. Additionally, they emphasize compliance with regulatory requirements, ensuring that all services are delivered responsibly and ethically. Generated from the website