Best Financial Advisors in Marin County, CA

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List of Firms

Marin County, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 823 Marin Dr, Mill Valley, CA 94941, USA
Directions
SEC File# 801-20857
CRD# 110666
Location 100 Smith Ranch Rd #300, San Rafael, CA 94903, USA
Phone (415) 526-2900
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Robbins Wealth Management - UBS Financial Services Inc.
Location 2 Belvedere Pl Suite 220, Mill Valley, CA 94941, USA
Phone (415) 360-9477
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The FPI Group
Location 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904, USA
Phone (415) 445-8484
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Danian Peo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4314 Redwood Hwy STE 400, San Rafael, CA 94903, USA
Phone (415) 492-8222
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Hutchinson Capital Management | Bay Area Financial Planning
SEC File# 801-48519
CRD# 106158
5 out of 5
Location 1101 Fifth Ave Suite 160, San Rafael, CA 94901, USA
Phone (415) 464-5650
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Kerry Farley - RBC Wealth Management Financial Advisor
Location 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904, USA
Phone (415) 445-8485
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Merrill Lynch Wealth Management Advisor Barbara E Dugan
Location 2 Belvedere Pl Suite 100, Mill Valley, CA 94941, USA
Phone (415) 289-8844
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Edward Jones - Financial Advisor: David J Tornes
SEC File# 801-3297
CRD# 250
Location 4000 Bridgeway Suite 103, Sausalito, CA 94965, USA
Phone (415) 459-8014
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Sheri Benjamin
Location 195 Vía Lerida, Greenbrae, CA 94904, USA
Phone (415) 497-5831
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Encore Wealth Advisors
Location 8 Manor Rd, Fairfax, CA 94930, USA
Phone (520) 235-6985
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Raymond James Financial Services
Location 2350 Kerner Blvd #370, San Rafael, CA 94901, USA
Phone (415) 461-6248
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Wealth by Design LLC
Location 3030 Bridgeway # 109, Sausalito, CA 94965, USA
Phone (415) 332-1840
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Allegra Conklin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4314 Redwood Hwy STE 400, San Rafael, CA 94903, USA
Phone (415) 492-8222
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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RBC Wealth Management Branch - Marin
Location 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904, USA
Phone (415) 445-8460
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Smith Roberts Group - Morgan Stanley Financial Advisors
Location 750 Lindaro St Suite 300, San Rafael, CA 94901, USA
Phone (415) 482-2718
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Broadwing Capital Advisors
Location 101 Larkspur Landing Cir # 221, Larkspur, CA 94939, USA
Phone (415) 381-7555
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Carson Wealth
Location 250 Camino Alto Ct #200, Mill Valley, CA 94941, USA
Phone (415) 381-7585
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Pinnacle Retirement & Financial Co
Location 523 4th St, San Rafael, CA 94901, USA
Phone (415) 454-0661
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Anthony Trias - CERTIFIED FINANCIAL PLANNER™
5 out of 5
Location 165 N Redwood Dr #100, San Rafael, CA 94903, USA
Phone (415) 479-1777
Directions
Financial Advisors in Marin County, CA

Where Certified Financial Advisors in Marin County, CA Serve

Marin County, located in Northern California, is a picturesque and affluent region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Golden Gate Bridge to the towering Mount Tamalpais, Marin County is dotted with natural wonders that attract tourists and locals alike. Additionally, the county is home to several prominent employers, such as Autodesk, BioMarin Pharmaceutical, and Kaiser Permanente. Major highways and streets, including Highway 101 and Sir Francis Drake Boulevard, connect Marin County to neighboring regions and make commuting a breeze. And with neighborhoods like Mill Valley, Sausalito, and Tiburon, Marin County offers a diverse range of living options for those seeking a high-quality lifestyle. Whether you're a nature enthusiast, a business professional, or a family-oriented individual, Marin County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marin County, CA have a variety of options when it comes to banking services. Some of the most common ways that they are serviced by banks include checking and savings accounts, loans, mortgages, and credit cards. However, something specific about Marin County is that due to its proximity to San Francisco and the high cost of living in the area, many residents may also utilize wealth management services and investment advice from their banks. With its beautiful natural surroundings and affluent population, Marin County offers a unique banking landscape that caters to the needs of its residents.

Insurance Broker

Residents of Marin County, CA can greatly benefit from the services of an insurance broker. With its high cost of living and affluent population, Marin County presents unique insurance needs that require a personalized approach. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their specific needs. For example, with the county's proximity to earthquake fault lines, an insurance broker can help residents secure earthquake insurance, which is not typically included in standard homeowners' insurance policies. In addition, an insurance broker can help residents find affordable health insurance options, which is especially important in a county with a high cost of healthcare. Overall, an insurance broker can provide invaluable assistance to residents of Marin County in protecting their assets and securing their futures.

Retirement Planning

Residents of Marin County, CA could benefit from the services of a retirement planner in a multitude of ways. One of the most common ways that a retirement planner could help residents of Marin County is by providing guidance on how to manage their retirement savings in a high-cost-of-living area. Marin County is known for its expensive real estate and overall high cost of living, which can make it challenging for retirees to make their savings last. A retirement planner could help residents navigate this challenge by providing tailored advice on how to invest their savings, manage their expenses, and make the most of their retirement income. Additionally, a retirement planner could help residents of Marin County plan for long-term care, which can also be costly in this area. Overall, a retirement planner could be a valuable resource for anyone living in Marin County who wants to ensure a comfortable and financially secure retirement.

Wealth Management

Residents of Marin County, CA can benefit greatly from the services of a wealth manager. With its affluent population and high cost of living, Marin County residents face unique financial challenges that require a personalized approach. A wealth manager can help residents navigate complex financial decisions such as investment planning, retirement planning, and tax optimization. Additionally, many residents of Marin County are business owners or entrepreneurs, and a wealth manager can provide guidance on business succession planning and risk management. With the help of a wealth manager, residents of Marin County can feel confident that their financial goals are being met and their wealth is being managed in a way that aligns with their values and priorities.

Mortgage Loan Officer

Residents of Marin County, CA can benefit from the assistance of a mortgage loan officer in several ways. Firstly, Marin County is one of the most expensive areas in the United States, and a mortgage loan officer can help residents navigate the high costs of homeownership. They can help individuals determine their budget and find the best mortgage rates available. Additionally, Marin County has a diverse population, and a mortgage loan officer can help residents with unique financial situations, such as self-employment or irregular income. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Marin County looking to purchase a home in this competitive real estate market.

Tax Services

Residents of Marin County, CA can benefit greatly from the services of a tax advisor. With its high cost of living and affluent population, Marin County presents unique tax challenges for its residents. A tax advisor can help navigate the complex tax laws and regulations specific to Marin County, such as the county's high property tax rates and the impact of state and local taxes on federal tax liability. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits to minimize their tax burden. Overall, a tax advisor can provide valuable guidance and expertise to help residents of Marin County navigate the often complicated and confusing world of taxes.

Estate Planning Lawyer

Residents of Marin County, CA can benefit from the services of an estate planning lawyer in various ways. One specific way is by helping them navigate the complex state and federal tax laws that apply to estate planning. Being a high-income area, Marin County residents often have significant assets that require careful planning to minimize tax liabilities. An estate planning lawyer can assist in creating a comprehensive plan that includes trusts, wills, and other legal instruments that can help reduce taxes and protect assets. Additionally, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes and can provide guidance on how to best provide for their loved ones after their passing. By working with an estate planning lawyer, Marin County residents can have peace of mind knowing that their assets are protected and their legacy is secure.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Marin County, CA