JW Harrison Financial - Lodestar
JW Harrison is now Lodestar - new name, same excellence! We are an independent, fee-only Financial Planning and Wealth Management firm based in the East Bay.
We have a deep knowledge of the various tools of money, including stock options and restricted shares, deferred comp and pension plans, real estate investments, debt instruments, and tax shelters. That technical knowledge is balanced with a respectful awareness of the emotional influence that money exerts.
We focus on providing clear, expert and unbiased financial advice tailored to each client's unique situation.
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