Lafayette Square Financial Advisors, Inc.

Get Full Access

Description

  • For over 25 years, we have been a full-service financial advisory firm committed to helping people pursue their financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.One of the benefits of working with us is our ability to provide clear, easily understood explanations of your circumstances and to provide appropriate financial solutions. The personalized program that we can provide is a road map to working toward a more secure financial future. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.In addition to being a full-service financial advisory firm, Lafayette Square is also General Agency that specializes in voluntary benefits. We have access to all voluntary worksite carriers, which enables us to give our clients the best options regardless of group industry or size. In addition, we have a very exclusive relationship with American Fidelity, which allows us to give unparalleled concession to employees with pre-existing conditions on a group and individual basis.
  • location

    Headquarters:3732 Mt Diablo Blvd Ste 286, Lafayette, California, United States

    More
  • Lafayette Square Financial Advisors, Inc. phone

    Phone Number: +1 925-284-5446

  • Lafayette Square Financial Advisors, Inc. website

    Website: https://www.lsqfa.com

  • Lafayette Square Financial Advisors, Inc. employees

    Employees:1

  • Lafayette Square Financial Advisors, Inc. revenue

    Revenue:$0 - 1M

  • Lafayette Square Financial Advisors, Inc. legal name

    Legal Name:Lafayette Square Financial Advisors, Inc.

  • Lafayette Square Financial Advisors, Inc.'s Social Media

    Lafayette Square Financial Advisors, Inc. linkedin
  • done Is this data correct?
  • |  NAICS Code: 524126  |

    Show More
Person level website identification

CEO for Lafayette Square Financial Advisors, Inc.

Gregory Peters

Founder And Chief Executive Officer Specializing In Retirement Income Planning And High-Net-Worth Wealth Management

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Lori Mccelland

Client Services Manager

Frequently Asked Questions regarding Lafayette Square Financial Advisors, Inc.

  • Where are Lafayette Square Financial Advisors, Inc.'s Headquarters?

    Lafayette Square Financial Advisors, Inc.'s Headquarters are in 3732 Mt Diablo Blvd Ste 286,Lafayette,California,United States

  • What is Lafayette Square Financial Advisors, Inc.'s phone number?

    Lafayette Square Financial Advisors, Inc.'s phone number is +1 925-284-5446

  • What is Lafayette Square Financial Advisors, Inc.'s official website?

    Lafayette Square Financial Advisors, Inc.'s official website is https://www.lsqfa.com

  • What is Lafayette Square Financial Advisors, Inc.'s Revenue?

    Lafayette Square Financial Advisors, Inc.'s revenue is $0 - 1M

  • What is Lafayette Square Financial Advisors, Inc.'s NAICS code?

    Lafayette Square Financial Advisors, Inc.'s NAICS code is 524126

  • How many employees are working in Lafayette Square Financial Advisors, Inc.

    Lafayette Square Financial Advisors, Inc. has 1 employees

  • What is Lafayette Square Financial Advisors, Inc.'s Industry?

    Lafayette Square Financial Advisors, Inc. is in the industry of Financial Services

  • Who is Lafayette Square Financial Advisors, Inc.'s CEO?

    Lafayette Square Financial Advisors, Inc.'s CEO is Gregory Peters

Company Directory