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“I wish that there were more stars available. The entire staff goes above and beyond to give exceptionally professional and friendly advice and service. Their communication is clear and concise.”
“I started working with Joe at Wallace Advisory in June 2020. First and foremost, I like him and I trust him. There is no salesy BS anywhere near the place. Straightforward, solid information and advising. If they don't have the answers immediately, they get back to me with the information in a prompt manner. It's a good place to have my retirement and planning and I recommend them all the time.”
9:00 AM - 1:00 PM
3498 Mount Diablo Blvd, Lafayette
Financial Advising
“My mother died in December, and she had her main bank account with US Bank. She had been using the Rossmoor branch that closed, so I went to this branch to deal with the stuff around her death and estate.They were super helpful, did all the necessary paperwork relating to my mother's accounts, and gave me advice that proved to be quite useful. I was very happy with the customer service, and plan to keep doing business with them.”
Financial Advising
Financial Advising
Financial Advising
“Jim, Matthew and the whole team at Gebhardt Group are nothing but the best of the best. They have guided me and my family through financial decisions during my husband's terminal illness and now me as a widow. They are responsive, compassionate and always eager and ready to help with any financial questions I have or purchases I want their opinion on. I am always reassured when I meet with Jim quarterly as they manage my assets with my best interest and my goals in mind. Jim also counsels my 2 sons with their long term goals and that's comforting to me since loosing my husband. I highly recommend the Gebhardt Group for anyone looking to have financial advisors and a team that truly cares about their clients and their individual needs.”