Yerba Buena Financial Partners - San Rafael, California
Address: 1010 B St #217, San Rafael, CA 94901.
Phone: 53348000.
Website: ybfp.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Yerba Buena Financial Partners
⏰ Open Hours of Yerba Buena Financial Partners
- 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
Okay, here’s a comprehensive overview of Yerba Buena Financial Partners, formatted as requested, designed to be helpful and informative:
Yerba Buena Financial Partners: A Detailed Overview
For individuals and families seeking expert guidance in their financial planning and investment strategies, Yerba Buena Financial Partners presents itself as a valuable resource. Located in the heart of San Rafael, California, this firm provides personalized financial consulting services aimed at achieving long-term financial goals.
Location and Contact Information:
Yerba Buena Financial Partners is situated at:
Address: 1010 B St #217, San Rafael, CA 94901.
Phone: 53348000
Website: ybfp.com
Services and Specialties:
The firm specializes in offering a range of financial planning services, including:
Retirement Planning
Investment Management
Estate Planning
Education Savings
Insurance Planning
Their approach centers around building strong, trusting relationships with clients, enabling them to understand individual needs and objectives. They offer tailored strategies designed to address these specific requirements.
Accessibility and Amenities:
Yerba Buena Financial Partners demonstrates a commitment to inclusivity and accessibility. The office features:
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom facilities
Appointments are highly recommended to ensure adequate time for a thorough consultation.
Current Feedback and Reputation:
Currently, Yerba Buena Financial Partners has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This suggests a need for more client testimonials to build a stronger reputation. It's important to note that a lack of reviews doesn’t automatically indicate poor service; it simply reflects the current volume of feedback.
Key Features and Considerations:
| Feature | Description |
| ------------------ | ----------------------------------------- |
| Focus | Personalized Financial Planning |
| Expertise | Retirement, Investments, Estate Planning |
| Approach | Relationship-based, tailored strategies |
| Accessibility | Fully wheelchair accessible |
Recommendations for Prospective Clients:
If you are considering engaging Yerba Buena Financial Partners, it is advisable to:
Visit their website, ybfp.com, to explore their services in greater detail and learn more about their team.
Contact them directly via phone at 53348000 to schedule an initial consultation.
Due to the absence of current reviews, it’s prudent to seek referrals or conduct further research to gain a broader perspective on their services.
Concluding Recommendation:
Despite the current lack of publicly available reviews, Yerba Buena Financial Partners offers a strong foundation in financial planning and financial consulting, combined with a demonstrable commitment to accessibility. We strongly encourage interested individuals to reach out through their website at ybfp.com to discuss their financial goals and explore how their expertise can help them achieve lasting financial security.