Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California

Address: 165 N Redwood Dr #100, San Rafael, CA 94903.
Phone: 54791777.
Website: stonebridgefinancialgrp.com
Specialties: Financial planner, Financial consultant, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, 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

☎️54791777

⏰ 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

Welcome to Anthony Trias' Professional Profile

Meet Anthony Trias, a distinguished CERTIFIED FINANCIAL PLANNER located at 165 N Redwood Dr #100, San Rafael, CA 94903. With a dedicated office and wheelchair-accessible entrance, Anthony's Financial Planning Services cater to individuals seeking expert guidance in managing their financial futures. When you consider seeking financial advice, Anthony Trias stands out as a trustworthy and approachable professional who can make what might seem daunting into a comforting experience.

Contact Information

For those looking to connect with Anthony, you can reach him via phone at 54791777 or visit his website at stonebridgefinancialgrp.com. These platforms offer a wealth of information and allow you to schedule online appointments, ensuring convenience and accessibility.

Specialties and Services

As a certified financial planner, Anthony specializes in financial planning, consulting, and offering services through a life insurance agency. His comprehensive approach to financial health encompasses everything from managing immediate needs to long-term planning, including life insurance options. His services are tailored to meet individual needs, making him a one-stop-shop for all your financial queries.

Other Points of Interest

Visitors will appreciate the variety of services offered, including onsite services and the assurance that the office is wheelchair accessible. Additionally, the space includes a restroom and is known to be LGBTQ+ friendly. For those valuing comfort and inclusivity, Anthony's office checks many boxes.

Recommendations and Testimonials

Based on 9 reviews on Google My Business, the average opinion showcases 5/5 satisfaction, underscoring the high regard in which Anthony is held by his clients. Testimonials highlight his calm demeanor and patience, qualities that make financial discussions less intimidating. His commitment to understanding and addressing each client's unique situation without pressure is a testament to his professionalism.

One client notes, "Anthony is a financial expert, a trusted professional, family man, and good friend. He takes the time to explain options clearly and ensures you're comfortable with your financial planning journey." This recommendation, shared by those who have benefited from his services, speaks volumes about Anthony Trias' dedication to client satisfaction and financial well-being.

Final Recommendation

If you're seeking a knowledgeable and compassionate financial advisor to guide you through life's financial changes, contact Anthony Trias. Whether you're starting out, planning for retirement, or seeking life insurance, Anthony's expertise and personalized service can provide the clarity and confidence you need. For more information or to schedule an appointment, visit stonebridgefinancialgrp.com and take the first step towards a secure financial future.

👍 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!