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Lumerra Wealth

verified

Financial Consultant in Concord

closed
Today 09:00 AM - 06:00 PM

1390 Willow Pass Road Suite 900 Concord CA, 94520

(310) 598-6267

website

General Description

Lumerra Wealth is a trusted finance and financial advising firm serving Concord, CA, dedicated to helping individuals and families achieve their financial goals through comprehensive wealth management solutions. As experienced financial planners, we specialize in personalized financial advising and investment services tailored to your unique needs. Our extensive range of services includes investment management featuring bonds, common stock, treasury bills, treasury notes, and government securities. We offer diverse retirement account options including Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA accounts, along with brokerage accounts and variable annuities.

Business Hours

Sundayclosed
Monday09:00 AM06:00 PM
Tuesday09:00 AM06:00 PM
Wednesday09:00 AM06:00 PM
Thursday09:00 AM06:00 PM
Friday09:00 AM06:00 PM
Saturdayclosed

Location & Map


Lumerra Wealth
1390 Willow Pass Road Suite 900
Concord, CA 94520
(310) 598-6267
Driving Directions
(925) 430-5531

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