Ideal Financial Services

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0.0000 stars - based on 0 reviews
1009 Oak Hill rd Ste 203 Ste 203 Lafayette, California 94549
(925) 299-1300
 
 

About

Ideal Financial Services is located at the address 1009 Oak Hill rd Ste 203 in Lafayette, California 94549. They can be contacted via phone at (925) 299-1300 for pricing, hours and directions. Ideal Financial Services specializes in Short-Term Disability, Hospital Confinement Indemnity, Computer Consulting.

Ideal Financial Services has an annual sales volume of 0 - 500K. .For more information contact Jeff Witt, Owner or go to jeffwitt.com

Ideal Financial Services provides Charitable Giving, Business Accounting, Tax Refunds to it's customers. For maps and directions to Ideal Financial Services view the map to the right. For reviews of Ideal Financial Services see below.

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Business Features

PRODUCTS

  • Agency Bonds , Combination Policies , Rollover Plans , Workers Compensation , Bonds , IRA Accounts , Money Markets , Government Securities , Retirement Plans , Stocks

SERVICES

  • Reinsurance , Charitable Giving , Institutional Services , Consultations , Disability Insurance , Business Accounting , Asset Management , Tax Refunds , Payroll Services , Federal Returns

BRANDS

  • Travelers , Great Plains , State Farm , Peachtree , Quickbooks

SPECIALTIES

  • Hospital Confinement Indemnity , Computer Consulting , Retail , Business Management Consulting , Mutual Funds , Stock , Equipment , Short-Term Disability , Churches , Long-Term Care
 
Information

CONTACT INFORMATION

Phone: (925) 299-1300

Website: jeffwitt.com

ADDITIONAL INFORMATION:

Main Contact First Name: Jeff

Main Contact Last Name: Witt

Main Contact Title: Owner

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 250000

Location Type: Single Location

Sales Volume: 0 - 500K

CATEGORIES:

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Key Contacts
    • Jeff Witt
    • Owner