Anthony Trias - CERTIFIED FINANCIAL PLANNER
165 North Redwood Drive, San Rafael, CA 94903
Hours open
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
Photos
Location & Phone number
165 N Redwood Dr #100, San Rafael, CA 94903, United States
About the Business
Anthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.
Reviews
"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"
"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!"
"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."
"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."
"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!"
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