We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

Borman Investment Management & Planning Group

3736 Mount Diablo Blvd

Suite 205

Lafayette, CA 94549

T 415.848.1997

F 866.590.3737

"Price is what you pay. Value is what you get."