Financial Connections Group, Inc.
www.financialconnections.comFinancial 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.
Read moreFinancial 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.
Read moreCountry
State
California
Employees
1-10
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
- Managing PartnerEmail ****** @****.comPhone (***) ****-****
- Director of Financial PlanningEmail ****** @****.comPhone (***) ****-****
- Fee - Only Financial AdvisorEmail ****** @****.comPhone (***) ****-****
Technologies
(21)
