Lumerra Wealth
Financial Consulting Concord
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.
Lumerra Wealth can be found at 1390 Willow Pass Road Suite 900 . The following is offered: Financial Consulting - In Concord there are 3 other Financial Consulting. An overview can be found here.
Reviews
Opening hours