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        General Info
        Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.
        Email
        Extra Phones

        Phone: (925) 359-6800

        Phone: (925) 365-1063

        Fax: (925) 837-9495

        TollFree: (877) 394-5043

        Payment method
        cash, amex, debit, discover, master card, visa
        Location
        Canyon Place Office Park
        AKA

        David White and Associates

        Other Links

        https://www.dwassociates.com/contact

        http://blueshieldca.com

        Categories
        Commodity Brokers, Financial Planning Consultants

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        Details

        Phone: (925) 277-2600

        Address: 3150 Crow Canyon Pl Ste 200, San Ramon, CA 94583

        Website: https://www.dwassociates.com/contact

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