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I.D.E.A.L. Financial Services

251 Lafayette Circle, Suite 320
Lafayette, CA 94549
Phone:
  • (925) 299-1300
  • (800) 675-7526
Fax:
  • (925) 299-1449

Videos

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Flipbooks

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Contact Us

Please feel free to contact us with any questions.

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Jeffrey L. Witt, CFP®

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Welcome to I.D.E.A.L. Financial Services.
This web site is designed to provide you with important, timely information and services to help you pursue your financial goals. Please take a few minutes to browse through our site--look up a stock price, keep an eye on market trends, research a subject that interests you -- you`ll discover an abundance of beneficial financial articles, data, and tools to help make you a more informed investor.