Ketcham Capital - San Mateo, California

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Ketcham Capital: A Comprehensive Overview

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For individuals and families seeking expert financial planning and comprehensive life insurance solutions, Ketcham Capital presents itself as a dedicated agency. Located at 3 E 3rd Ave, San Mateo, CA 94401, United States, and readily accessible via phone at 6503781330, Ketcham Capital strives to provide personalized services within a supportive and accessible environment. Their website, ketcham-capital.com, offers further details regarding their services and approach.

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About Ketcham Capital

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Ketcham Capital operates as a financial planner and a registered Life Insurance Agency. This dual focus allows them to address a broad spectrum of financial needs, from estate planning and retirement savings to securing long-term financial protection through life insurance policies. The agency’s core philosophy centers around building long-term relationships with clients, understanding their unique circumstances, and developing tailored strategies to help them achieve their financial goals. They emphasize a consultative approach, prioritizing clarity and transparency in all their interactions.

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Location and Accessibility

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The physical location at 3 E 3rd Ave in San Mateo, California, is designed to be convenient for clients. Crucially, Ketcham Capital has prioritized accessibility for all visitors. The office boasts a wheelchair-accessible car park, ensuring ease of arrival for individuals utilizing mobility aids. Furthermore, a wheelchair-accessible entrance facilitates effortless entry into the building. Internally, a wheelchair-accessible toilet is available, demonstrating a commitment to inclusivity. Beyond these essential features, the office provides standard restroom facilities. It is strongly recommended that clients schedule appointments in advance to ensure dedicated attention and facilitate a smoother experience.

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Key Services Offered

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• Financial Planning: This encompasses a wide range of services, including retirement planning, investment management, tax planning, and estate planning. They assist clients in developing comprehensive financial roadmaps aligned with their individual objectives and risk tolerance.

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• Life Insurance Agency: Ketcham Capital offers a diverse selection of life insurance products designed to meet various needs, from term life insurance for temporary protection to whole life insurance for permanent coverage and potential cash value accumulation.

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• Retirement Planning: Helping clients plan for a comfortable retirement is a cornerstone of their service offering.

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• Estate Planning: Providing guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients’ wishes.

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Client Feedback and Reputation

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Currently, Ketcham Capital has 0 reviews on Google My Business, indicating a limited public record of client experiences at this time. The average opinion is 0/5, reflecting the lack of readily available feedback. This does not necessarily signify a negative experience, but rather a lack of online reviews. It’s advisable for prospective clients to seek additional information through direct communication with the agency.

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Contact Information and Resources

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To contact Ketcham Capital, clients can utilize the provided phone number: 6503781330. The agency’s website, ketcham-capital.com, provides detailed information about their services, team members, and contact details. The address is 3 E 3rd Ave, San Mateo, CA 94401. Appointments are recommended to guarantee personalized attention and effective service delivery. The agency’s commitment to accessibility underscores its dedication to serving a diverse clientele.

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