Financial Connections Group Inc.

Add to Favorites

Claimed

Financial Planners, Financial Planning Consultants, Financial Services

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

31 Years

in Business

Accredited

Business

(415) 924-1091Call Visit WebsiteVisit Website Map & DirectionsDirections21 Tamal Vista Blvd Ste 105Corte Madera, CA 94925

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Corte Madera with Financial Planners

Larkspur (2 miles)
Greenbrae (3 miles)
Mill Valley (4 miles)
Kentfield (4 miles)
San Rafael (5 miles)
San Anselmo (6 miles)
Belvedere Tiburon (8 miles)
Sausalito (9 miles)
Fairfax (9 miles)
Richmond (15 miles)

More Info

Contact Us!

General Info: We are a fee-only (no commissions) offering the following services: - Investment management - Hourly financial planning - Small business 401(k) plans - review, set-up, management - Planning for same-sex couples - Socially conscious investing
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Financial Planning
Other Link: http://www.financialconnections.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services
Other Information: Parking: Lot

GalleryView all (1)

Gallery Image Number 1

Details

Phone: (415) 924-1091

Address: 21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925

Website: http://www.financialconnections.com

People Also Viewed

View similar Financial Planners

Financial Connections Group Inc.

Tax Planning
Brian Pon was profiled in their August publication. Brian shared how he became a CFP, including how he broadened his tax planning knowledge and his involved with NAPFA study groups.
Tax Services
The categories of nonpublic information that we collect from you may include information about your personal finances that it is needed for the financial planning process, investment management and/or tax preparation.
Income Tax

Investment Management
We are fiduciaries. That means we put your interests ahead of our own. When we provide investment management, we accept no fees from the investments that we recommend. We use our decades of experience to create your investment portfolio.
Mutual Funds
We have offered socially responsible investing (SRI) since the 1990s. During the early days, the number of mutual funds offering this type of investment was limited. They primarily concentrated on exclusions of tobacco, firearms, and alcohol.
Bonds
Wealth Management
Financial Connections Group, Inc. was named as one of the top 50 Bay Area Wealth Management firms by the San Francisco Business Times.

Accounting Services

Financial Planning
To us, financial planning is about more than numbers. At its heart, our process is one of dealing with life and people. We are all different.
Retirement Planning
Life expectancy continues to rise, changing the way we think of retirement. We view retirement as a life transition. With many people spending one-third of their lives in this phase, Financial Connections helps you to define your vision of this period through our retirement planning services.
Long Term Care
Are you utilizing the Social Security Strategy that best fits your circumstances? What type of Medicare option(s) will you select? What about long-term care planning?
Asset Management
You might want help reviewing and analyzing your multiple accounts to provide a global overview. Are they appropriate based on your financial goals?
College Funding

View All Services

Provided by