Review: Financial Connections Group

Review: Financial Connections Group

Posted in the San Quentin Forum

Leslie

Berkeley, CA

#1 Apr 29, 2013
Our 6-person SEC Registered Investment Advisor (RIA) firm helps clients achieve their financial goals by:
- Managing their investments
- Financial & estate planning
- Planning for retirement and creating withdrawal strategies
- Advising small businesses retirement plans
- Serving as a knowledge resource for a wide range of financial issues
Leslie

Berkeley, CA

#2 Apr 29, 2013
Our 6-person SEC Registered Investment Advisor firm (RIA) helps clients achieve their financial goals by:
- Managing their investments
- Financial & estate planning
- Creating cash flow plans and withdrawal strategies for retirees
- Advising small businesses retirement plans
- Acting as a knowledge resource for a wide range of financial issues.
Leslie

Berkeley, CA

#3 Apr 29, 2013
Our 6-person SEC Registered Investment Advisor firm (RIA) helps clients achieve their goals by:
- Managing their investments
- Financial & estate planning
- Creating cash flow plans and withdrawal strategies for retirees
- Advising small business retirement plans
- Acting as a knowledge resource for a wide range of financial issues.

We work on a "fee only" basis, meaning that we take no compensation other than from our clients, and we are fiduciaries -- putting our clients' interests first.

Offices are in Corte Madera & Berkeley.

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