Finance Elevation Hub

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 165 N Redwood Dr #100, San Rafael, CA 94903, United States.
Phone: 4154791777.
Website: stonebridgefinancialgrp.com
Specialties: Financial planner, Financial Advisor, Life Insurance Agency.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Anthony Trias - CERTIFIED FINANCIAL PLANNER

Anthony Trias - CERTIFIED FINANCIAL PLANNER 165 N Redwood Dr #100, San Rafael, CA 94903, United States

☎️4154791777

⏰ Open Hours of Anthony Trias - CERTIFIED FINANCIAL PLANNER

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Anthony Trias - CERTIFIED FINANCIAL PLANNER

Con sede en San Rafael, CA 94903, United States, Anthony Trias es un consultor financiero certificado que ofrece servicios de planificación financiera, asesoramiento financiero y agencia de seguros. Su ubicación en el corazón de San Rafael le permite ofrecer una solución personalizada a las necesidades financieras de sus clientes.

Sobre Anthony Trias

Con más de 9 años de experiencia en la industria, Anthony ha demostrado ser un experto en planificación financiera y asesoramiento financiero. Su enfoque personalizado y su calidez lo convierten en un recurso valioso para aquellos que buscan una guía financiera confiable y confiable.

Especialidades

  • Financial planner
  • Financial Advisor
  • Life Insurance Agency

Anthony ofrece servicios de asesoramiento financiero personalizado que se adaptan a las necesidades individuales de cada cliente. Su enfoque es ayudar a sus clientes a alcanzar sus objetivos financieros a largo plazo, sin presión ni estrés.

Servicios y Ubicación

Anthony ofrece apoyo en línea y en persona a través de su oficina en 165 N Redwood Dr #100, San Rafael, CA 94903, United States. Su establecimiento es accesible para personas con discapacidad, con garaje de acceso rígido y entrada accesible para personas con discapacidad.

Información de Contacto

Para obtener más información o programar una cita con Anthony, visite su sitio web o llámenlo al teléfono 4154791777.

Opiniones

Anthony ha recibido 9 reseñas positivas en Google My Business, lo que refleja su compromiso con la satisfacción de sus clientes y su experiencia como consultor financiero.

Recomendación Final

Si estás buscando un consultor financiero confiable y con experiencia, Anthony Trias es una excelente opción. Visita su sitio web y no dudes en contactarlo para obtener una cita con él. Con su enfoque personalizado y su calidez, estará emocionado de ayudarte a alcanzar tus objetivos financieros.

👍 Reviews of Anthony Trias - CERTIFIED FINANCIAL PLANNER

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
Abe L.
5/5

Anthony is a financial expert, a trusted professional, family man, and good friend. Talking about financial planning can sometimes be intimidating, but once you sit down with him, his calm presence gives you comfort and assurance. He takes time to explain all the different options that best fit your needs without any pressure. I have been working with him over the past few years and he always makes himself available to answer my questions and explore options though different phases of my family's life. I highly recommend Anthony as your financial advisor!

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
Marili K.
5/5

Anthony is a joy to work with. Professional, knowledgeable, hard working and super responsive, Anthony takes the the time to get to know you, and partners with you to develop a plan that shoulders your financial objectives and retirement goals over the long haul. If you are looking for white glove service, Anthony is it. I could not recommend him more highly.

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
Nikole M.
5/5

I've known Anthony for 3 years and during this time Anthony has truly become a trusted advisor for myself and my business clients. Any time I have questions about investment, tax, insurance strategies or retirement planning, I know I can call Anthony and he will patiently walk me through all the options. I work with growing small businesses and Anthony is my go-to for insurance and investment strategies to protect the owners in case of death or disability

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
Thomas P.
5/5

I have been working with Anthony for just about a year now, and it has been a wonderful experience all around. Great financial advice, great stewardship of investments, incredibly helpful with answering questions, flexible with my own priorities and needs, and very family oriented. It's an absolute pleasure working with Anthony!

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
Jeremiha D.
5/5

In looking for a financial planner to work with I was worried about finding people who were only trying to push more services and products, but Anthony was the exact opposite. He took the time to understand my goals and develop a plan for achieving them, while also educating me about things I hadn't considered (such as starting to think about what caring for my parents might look like). I also appreciate that Anthony is willing to meet outside his office as well, make things a lot easier!

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
April C.
5/5

Anthony is a knowledgeable and respectable professional in his field. I have confidence putting my trust in him to steer me and my family in the right direction to help us meet our financial goals. I highly recommend this CFP as he is compassionate, diligent, and eager to help you succeed. Thank you for your service, Anthony Trias! Cheers to many more years to come.

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
P B.
5/5

My wife and I have worked with Anthony for the past several years. We are grateful for his excellent financial guidance and trusted advice. He is a great person and we couldn't imagine working with anyone else. We highly recommend him to our friends and family.

Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California
Patrick R.
5/5

Anthony has been a huge help as our family has navigated the challenges of saving for college, retirement, and the costs of elderly parents. He's very easy to work with, has a ton of knowledge, and has made the process easy at every step. Highly recommended!

Go up