Special Needs Counselors

Lodestar is an independent financial planning and wealth management firm based in Alamo, CA, offering comprehensive and individually tailored services to clients in the Bay Area. With a focus on a holistic approach that includes asset management, financial planning, and tax planning, their team of experts is dedicated to guiding clients towards their financial goals. Recognizing the value of personalized and honest advice, Lodestar stands out from the crowd of financial advisors and wealth managers, delivering tailored solutions that truly understand and help clients. As a fee-only firm, they are solely compensated by their clients, ensuring unbiased recommendations and a commitment to their clients' best interests.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

A leading mortgage and home loan provider with branches throughout Oregon, Washington, Idaho, California, Colorado, Texas, and Arizona.