📍 100 Larkspur Landing Cir Ste 200, Larkspur, CA, 94939
📞 415-925-1100
Tessara® Financial Advisors, Inc. is a Registered Investment Advisor founded in 1979, and is composed of Certified Financial Planners with more than 65 years of combined experience. The firms two principals, Larry Krause and Gisela Lake, can provide the entire spectrum of wealth management services. Our services include financial planning, life and long-term care insurance analysis, tax planning, estate planning, charitable giving, asset protection planning and forming strategic alliances. We are truly dedicated to helping our clients both build wealth and to preserve it for family and future. Our investment philosophy reflects a belief that value is the cornerstone of a successful plan and service to our clients is the utmost priority. It's not only our mission, but it is our obsession. For example, we always try to respond to client questions on the same day, but no longer than 24 hours. You will always speak with a live person. Our goal is to build long term relationships with clients and their advisors that are mutually beneficial and built on the highest level of integrity, trust and service. There is no substitute for quality!
📍 1299 4th St Suite 300 Ste 300, San Rafael, CA, 94901
📞 415-331-9030
Some of our clients want an overall comprehensive plan, others may want to address a specific issue, such as an inheritance or an upcoming retirement. What you can expect from Gainer Financial are individualized solutions that support and protect all that is important to you. We work with you to implement and manage those solutions in order to accomplish your objectives. Our philosophy is built on these principles.
📍 100 Larkspur Landing Cir Ste 201, Larkspur, CA, 94939
📞 415-925-4369
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 5 Ross Ave, San Anselmo, CA, 94960
📞 415-459-8014
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 18 E Blithedale Ave Ste 15, Mill Valley, CA, 94941
📞 415-383-6363
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 919 Sir Francis Drake Blvd Ste 203a, Kentfield, CA, 94904
📞 415-785-7983
🌐 farmers.com
📍 PO Box 150660, San Rafael, CA, 94915
📞 415-453-0164
🌐 www.morganstanley.com
Locally owned and operated. See us for all your needs.
📍 750 Lindaro St Ste 300, San Rafael, CA, 94901
📞 415-460-6207
🌐 www.smithbarney.com
Locally owned and operated. See us for all your needs.
📍 75 Upland Rd, Kentfield, CA, 94904
📞 415-461-8997
📍 21 Tamal Vista Blvd Ste 105, Corte Madera, CA, 94925
📞 415-924-1091
🌐 www.financialconnections.com
Neither managing your finances today, nor planning for tomorrow, happen automatically or easily. Our professional knowledge can bring you peace of mind.