Acres of Diamonds No One Strategy Fits Everyone Our Team Approach An Approach Designed For You

UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT

Welcome, we’re Lion’s Crest Co., an insurance and financial services company in San Ramon.

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

We are passionate about the work we do and are proud of the many clients we have helped over the years.  We take the time to get to know you on a personal level, building a relationship with you and understanding your needs in order to help you discover the right insurance and services for you. Throughout the process, we provide ongoing education and clarification so you can feel more knowledgeable and empowered in your decision making.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.