Thompson Group

Brokstein & Rosen CPAs, led by Annise Brokstein and Ken Rosen, are trusted professionals offering a range of financial services in Walnut Creek and Contra Costa County. Specializing in areas such as mortgage banking, real estate, tax-planning, and business consulting, they cater to both businesses and individuals. Their expertise in income-tax compliance and dedication to providing top-notch service make Brokstein & Rosen a go-to firm for those seeking reliable financial guidance in the Walnut Creek area and beyond. Generated from their available business information

Raymond James & Associates in Walnut Creek, CA offers a comprehensive range of wealth management services for individuals and businesses, including investment solutions, financial and retirement planning, and insurance solutions. Their team of experienced advisors provides expertise in areas such as asset management, fixed income strategies, and estate planning. With a focus on personalized service and tailored financial solutions, Raymond James & Associates helps clients navigate the complexities of growing and preserving wealth, planning for retirement, and managing their estates. Their institutional services also cater to corporations and institutions seeking investment banking, capital structure advisory, and private wealth services. Generated from the website