Grotjahn Capital Management Co - Novato, California

Grotjahn Capital Management Co, located at Address: 7075 Redwood Blvd STE I, Novato, CA 94945, United States, is a well-established financial planning firm. With a phone number: 4158971760 and specialization in Financial planner, this company has built a reputation for providing top-notch financial services.

One of the key features of Grotjahn Capital Management Co is its commitment to accessibility. The location has a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, making it easy for everyone to access their services. Additionally, they have toilets available and recommend making appointments for a more personalized experience.

Grotjahn Capital Management Co has received 8 reviews on Google My Business, with an average opinion of 3.5/5. This suggests that the company has a solid track record of delivering quality financial planning services to its clients.

If you're looking for a financial planner who can help you achieve your financial goals, Grotjahn Capital Management Co is an excellent choice. Their experienced team of professionals can provide you with tailored advice and strategies to help you grow and protect your wealth.

Moreover, their convenient location in Novato, CA, and accessible facilities make it easy to schedule appointments and visit their office. You can contact them via their website or give them a call at 4158971760 to schedule a consultation.

Reviews of Grotjahn Capital Management Co

L Killmaster

5/5

We have been working with Tony for many years. He has helped us with our tax preperation, investments and retirement. Over the years we have come to trust him more and more as we have seen how his advice has played out. He always gets back to us to answer our questions and he has really helped us get a good perspective on life and what is important, which is normally beyond the scope of most financial consultants. It's always a pleasure to see him. Thank you Tony!

Gabriel Cregar

5/5

Well I have the total opposite experience as the other bad review were's are reviewing. Tonys helped me every step of the way on everything things that I didn't understand he help me understand them more clearly and easier. I will be definitely using Tony services again. If I could give more than 5 stars I would!!

Susan Van Allen

5/5

Tony is great! So is Andrea. We have used his services for over a decade and refer friends and family to him all the time.

Sara Smith

5/5

My husband and I have been using Tony for taxes, investment and will/trust items for 5+ years and he and his staff are absolutely wonderful. Highly recommend!

Taher Fadloun

1/5

This person was handling a lease between me and a home owner and was extremely unprofessional, shady and rude individual. Doesn't pickup phone calls and dealing with customers as we work for him. You have to respond to his emails in an hour or two during weekends otherwise the deal is off. He even approved my lease without checking with any references. He asked for a shady non refundable 1k handled to him to hold the property even after signing a lease.

Rachna Sachasinh

5/5

My experience was the complete opposite. Tony is great to work with and helped me with my taxes professionally and was very responsive!

Danielle Thornton

1/5

I was working with this comp for a rental property
And it was a huge hassel. They would only communicate after 6pm.. asked me for screen shot of my savings acct... this comp made me super uncomfortable I actually withdrew my application although the home was beautiful.

Hayden Auguste

1/5

tony is shady