Pharos Wealth Management - Novato, California

Address: 352 Ignacio Blvd, Novato, CA 94949.
Phone: 52095916.
Website: pharoswealth.com
Specialties: Financial planner, Financial consultant, Insurance broker, Investment company, Investment service, Stock broker.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Pharos Wealth Management

Pharos Wealth Management 352 Ignacio Blvd, Novato, CA 94949

⏰ Open Hours of Pharos Wealth Management

  • Monday: 7 AM–6 PM
  • Tuesday: 7 AM–6 PM
  • Wednesday: 7 AM–6 PM
  • Thursday: 7 AM–6 PM
  • Friday: 7 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

Pharos Wealth Management is a distinguished financial services company located at 352 Ignacio Blvd, Novato, CA 94949. Their phone number is 52095916, and their website is pharoswealth.com. This company specializes in financial planning, consulting, insurance brokerage, investment services, and stock brokering. They are committed to providing top-notch services to their clients.

Some key features of Pharos Wealth Management include online appointments, onsite services, wheelchair accessibility, and a welcoming environment for the LGBTQ+ community. It is recommended to schedule an appointment with them prior to your visit. As of now, this company has received 2 reviews on Google My Business, with an impressive average rating of 5/5.

Specialties and Services

Pharos Wealth Management offers a comprehensive range of financial services, including:

  • Financial planning
  • Financial consulting
  • Insurance brokerage
  • Investment services
  • Stock brokering

Key Features

The company takes pride in providing the following unique features to its clients:

  • Online appointments for convenience
  • Onsite services for personalized attention
  • Wheelchair accessible entrance and parking lot
  • Wheelchair accessible restroom
  • LGBTQ+ friendly environment

It is advisable to book an appointment with Pharos Wealth Management to ensure a smooth experience.

Customer Reviews and Testimonials

Pharos Wealth Management has garnered a loyal clientele, as evidenced by their 5/5 average rating on Google My Business. A notable testimonial highlights Scott Stanley, a representative of the company, who is praised for his exceptional skills in growing clients' investments while maintaining a friendly and approachable demeanor. This further emphasizes the company's commitment to providing outstanding service and building long-lasting relationships with their clients.

Recommendation

If you are in search of a reliable and professional financial services provider, Pharos Wealth Management is definitely worth considering. Their expertise, diverse range of services, and commitment to client satisfaction make them stand out in the industry. We highly recommend visiting their website at pharoswealth.com to learn more about their offerings and how they can assist you in achieving your financial goals. Don't hesitate to contact them via phone or schedule an online appointment to take the first step towards securing your financial future.

👍 Reviews of Pharos Wealth Management

Pharos Wealth Management - Novato, California
Terrie G.
5/5

Scott Stanley at Pharos Wealth Mgmt is a jewel to work with. A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year. He is also a jewel to work with... easy to talk to, and no matter how much I bug him, he is always kind and patient. He offers that brilliant blend of effective money management with an informal, down-to-earth sincerity. Grateful beyond measure to have been referred to him.

Pharos Wealth Management - Novato, California
ryan D.
5/5

Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income. He is well informed as to where one should put their money, which will work to their advantage.

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