What is a Baton Estimate?

Baton estimates a value for the best small businesses in America. We estimate what each is worth and rank it against its peers — claim yours to refine the valuation and rankings.

Learn more

Is this your business?

Refine your valuation, optionally engage with buyers, and learn how you stack up against your competitors.

Claim your business

Book a quick call with a Baton representative to confirm that you are the owner of this business.

Our Vision

Ensuring the legacies of small businesses live on.

Value Estimate
Not for sale

Miscellaneous Financial Investment Activities in Walnut Creek, California

Jbc Financial Group Dba Walnut Creek Wealth Management

Baton Estimate

$3.6M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

9

Employees

About this business

Walnut Creek Wealth Management is a financial advisory firm in Walnut Creek, California, providing wealth management, financial planning, and retirement planning services. The firm serves the greater Walnut Creek area and offers investment management, estate planning, tax strategies, and risk management alongside trust services and business exit planning.

There are 3,100 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional miscellaneous financial investment activities businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#35

of 41 businesses

Across its local and regional competition in miscellaneous financial investment activities , scored on revenue and reputation.

Claim to see your competitors

Claim your business

Similar businesses

  • Amit Wadhwa & Associates

    Engineering Services · Walnut Creek, CA

    Baton Estimate $1.8M

  • Behavior Treatment & Analysis

    Home Health Care Services · Walnut Creek, CA

    Baton Estimate $1.1M

  • Caswell Bay Inc

    Home Health Care Services · Walnut Creek, CA

    Baton Estimate $3.1M

  • Christine Lee MD A Professional Corporation

    Offices Of Physicians (Except Mental Health Specialists) · Walnut Creek, CA

    Baton Estimate $2.2M

  • Dk Associates, Inc.

    Engineering Services · Walnut Creek, CA

    Baton Estimate $2.3M

  • Healthcare Information Management, Inc.

    Custom Computer Programming Services · Walnut Creek, CA

    Baton Estimate $7.7M

Own this business? Claim it free to update the information here, or request removal.

Questions? Contact sales@baton.com