Our SF Bay Offices
We’re proud to have helped clients all over the San Francisco Bay Area. For over 50 years, we've built and executed strategic tax plans toward building wealth.
We have two offices, conveniently located in El Cerrito and Walnut Creek. We know getting to an office can be difficult these days, so we’re happy to offer video and phone meetings—whatever works best for your life.
We look forward to meeting you and discussing ways we can help you pursue your unique goals.
…InConcert Financial Group® was referred to us by our good friend who has used them for many years, and we are so glad we made the switch. They have been extremely helpful and patient with us, to say the least. We hope to be able to use them for many years to come!