Financial Advising in Danville, CA

“My company has been serviced by Summit Tax Planning for the last 6 years. They have always been able to navigate all of our Tax planning, tax issues, and are very trustworthy. Debbie is an Expert in CA tax and has done an amazing job for us. I highly recommend Summit Tax Team to anyone looking to improve their tax and accounting situation.”

“These guys are simply the best. My wife and I worked through several other wealth management providers before finding a home here with Jeremy and the Conversant Wealth Management team. We haven’t regretted it and we haven’t looked back!

Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance.

They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time.

Highly suggest Conversant for your wealth management needs!”