Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California

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

☎️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

Introducing Anthony Trias: Your Trusted Financial Guide

If you're seeking comprehensive financial guidance in San Rafael, California, look no further than Anthony Trias, a Certified Financial Planner located at

165 N Redwood Dr #100, San Rafael, CA 94903, United States

. His professional expertise extends across various financial services including Financial Planning, Financial Advisory, and even managing options through a Life Insurance Agency. To schedule an appointment or get more information, you can reach out to him at 415-479-1777.

Key Features and Services:

Online Appointments: In our digital age, convenience is key. Anthony Trias offers the flexibility of online scheduling, ensuring you can arrange meetings at a time that suits you best.

On-site Services: For those who prefer face-to-face consultations, Anthony's office is equipped to provide personalized attention. His office is wheelchair-accessible, featuring a car park, entrance, and toilet, ensuring all clients feel welcome and accommodated.

Specialized Expertise: As a Financial Planner and Financial Advisor, Anthony focuses on creating tailored financial strategies to meet your unique needs. His dedication to understanding your goals before proposing solutions sets him apart.

About Anthony Trias:

Clients speak highly of Anthony, praising his calming presence and thorough explanations that demystify complex financial concepts. His approach is characterized by patience and a genuine interest in your life's financial future. Appointments with Anthony are not just meetings; they're a step towards securing your financial well-being with personalized care and consideration.

A Look at Reviews:

With 9 reviews on Google My Business, the consensus is overwhelmingly positive. The average opinion scores a solid 5/5. Potential clients can gain valuable insights into the quality of service and the personal touch Anthony brings to each consultation.

Recommendation:

For anyone in search of a reliable, experienced financial advisor, Anthony Trias is an outstanding choice. His ability to make financial planning accessible and stress-free is invaluable. Whether you're planning for retirement, purchasing life insurance, or navigating through life's transitions, Anthony's expertise and support are unparalleled.

To experience firsthand the exceptional service Anthony Trias offers, we highly encourage you to visit his website to book your appointment or learn more about his services. Don't miss this opportunity to transform your financial future with a trusted advisor by your side.

👍 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!

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.

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

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!

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!

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.

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.

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!