Financial Connections Group

Financial Connections Group

Financial Services, 21 Tamal Vis BLVD, Corte Madera, California, 94925, United States, 1-10 Employees

financialconnections.com

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Who is FINANCIAL CONNECTIONS GROUP

Financial Connections Group, Inc., an SEC registered investment advisor, offers fee-only financial services for individuals, non-traditional and traditional couples, family trusts and sma...

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  • 21 Tamal Vis BLVD, Corte Madera, California, 94925, United States Headquarters: 21 Tamal Vis BLVD, Corte Madera, California, 94925, United States
  • 2000 Date Founded: 2000
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from FINANCIAL CONNECTIONS GROUP

Financial Connections Group Org Chart and Mapping

Employees

Kimberly Wohler

Associate Financial Planner

Jennifer Cfp®

Director of Financial Planning

E B

Operations Manager

Danielle Bickel

Client Services Administrator, Fpqp™

Brian Pon

Fee-Only Financial Advisor

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Frequently Asked Questions Regarding Financial Connections Group

Answer: Financial Connections Group's headquarters are located at 21 Tamal Vis BLVD, Corte Madera, California, 94925, United States

Answer: Financial Connections Group's phone number is +14*********

Answer: Financial Connections Group's official website is https://financialconnections.com

Answer: Financial Connections Group's revenue is $10 Million to $25 Million

Answer: Financial Connections Group's SIC: 6282

Answer: Financial Connections Group's NAICS: 523940

Answer: Financial Connections Group has 1-10 employees

Answer: Financial Connections Group is in Financial Services

Answer: Financial Connections Group contact info: Phone number: +14********* Website: https://financialconnections.com

Answer: 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.

Answer:

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