Asset management expert in Novato, CA
3 results found
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Pharos Wealth Management
β OpenPharos Wealth Management is a leading finance and insurance agency located at 352 Ignacio Boulevard in Novato, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. Whether you are looking to grow your investments, protect your assets, or plan for the future, Pharos Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
352 Ignacio Blvd, Novato, CA 94949, United States -
Woodruff Sawyer
β OpenWoodruff Sawyer is a leading insurance agency located at 75 Rowland Way, Novato, California, United States. With offices across the US and global reach on six continents, we offer intellectual challenge, professional growth, and a collaborative environment. As one of the largest independent brokerage and consulting firms, we have been serving businesses from emerging tech companies to global giants for over a century. Our advanced specializations and industry expertise allow us to provide tailored solutions in insurance, risk management, and employee benefits. We help companies take risks that shape innovation and create the economies of tomorrow. Our services include safeguarding directors and officers against lawsuits, aligning risk management strategy with overall business strategy, quantifying cyber risks, delivering cost-effective benefits programs, and protecting important assets. With a focus on managing transactional risk, we provide insight into the M&A and Private Equity market and the importance of insurance due diligence.
75 Rowland Way Suite 340, Novato, CA 94945, United States -
Geoff Shepherd - State Farm Insurance Agent
β OpenGeoff Shepherd - State Farm Insurance Agent is a reputable insurance agency located at 800 De Long Avenue in Novato, California. Geoff Shepherd, a Northern California native with over 25 years of experience in the insurance industry, leads the team. His office is focused on building connections with customers and providing them with personalized insurance solutions. The team consists of dedicated professionals, including Jen, Karen, and Vanny, who work together to support clients both in and out of the office. Geoff Shepherd and his team offer a range of insurance products and services, including renters insurance, life insurance, and pet insurance. They take pride in helping customers find the right coverage to protect their assets and loved ones. Additionally, the team is committed to providing excellent customer service and building strong relationships with each individual who walks through their doors.
800 De Long Ave Ste 101, Novato, CA 94945, United States
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