Financial Connections Inc

Financial Services - Corte Madera, CA, US

Financial Connections Inc Details

Financial Connections Group, Inc., an SEC registered investment advisor, offers fee-only financial services for individuals, non-traditional and traditional couples, family trusts and small businesses in the Marin County, San Francisco and Berkeley. The firm strives to help clients integrate their image of the future with their financial resources through a trusting, fiduciary relationship. Services include project/hourly financial planning, Implementation Assistance Service, Concierge Service and Investment Management (customized and digital). Our specialties include serving the LGBTQ community, singles, retirement workshop (non-economic issues in retirement), retirement planning including distribution strategies, and socially conscious investing.

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Employees: 10 - 19
HQ: 510-849-4667
Location: Corte Madera, CA, US
Revenue: 1 - 2.5 Million
Investment Management Financial Planning Retirement Planning Retirement Income Strategies Divorce Financial Analysis Same-Sex Couples Socially Conscious Investments Long-Term Care Planning Estate Planning Tax Planning Risk Management 401(k) plans Financial Services Financial Advisory Services
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