Financial Connections Group, Inc.

www.financialconnections.com

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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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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Country

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State

California

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Employees

1-10

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Financial Planning

    Email ****** @****.com
    Phone (***) ****-****
  • Fee - Only Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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