Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California

Anthony Trias - CERTIFIED FINANCIAL PLANNER

Anthony Trias is a highly respected and trusted CERTIFIED FINANCIAL PLANNER™ based in San Rafael, California. With extensive experience in financial planning, he helps individuals and families achieve their financial goals through thoughtful and personalized strategies.

Located at 165 N Redwood Dr #100, San Rafael, CA 94903, United States, Anthony's office is easily accessible and offers a warm, welcoming environment for clients. His phone number is 415-479-1777, and his website is stonebridgefinancialgrp.com.

SPECIALTIES

• Financial planner
• Financial consultant
• Life insurance agency

OTHER POINTS OF INTEREST

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Restroom
• LGBTQ+ friendly
• Appointments recommended

Anthony has received positive feedback from his clients, with a 5/5 average rating based on 9 reviews on Google My Business. Many clients appreciate his calm demeanor, thorough explanations, and personalized approach to financial planning. One client noted, '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.'

Another client mentioned, 'I have been working with Anthony over the past few years, and he always makes himself available to answer my questions and explore options through different phases of my family's life. I highly recommend Anthony as your financial advisor'

If you are seeking a knowledgeable, compassionate, and results-driven financial planner, Anthony Trias is an excellent choice. With his expertise, personalized approach, and commitment to client satisfaction, he can help you achieve your financial goals and secure your family's future.

👍 Reviews of Anthony Trias - CERTIFIED FINANCIAL PLANNER

Abe L.

5/5

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!

Marili K.

5/5

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.

Nikole M.

5/5

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

Thomas P.

5/5

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!

Jeremiha D.

5/5

In looking for a financial planner to work with I was worried about finding people who were only trying to push more services and products, but Anthony was the exact opposite. He took the time to understand my goals and develop a plan for achieving them, while also educating me about things I hadn't considered (such as starting to think about what caring for my parents might look like). I also appreciate that Anthony is willing to meet outside his office as well, make things a lot easier!

April C.

5/5

Anthony is a knowledgeable and respectable professional in his field. I have confidence putting my trust in him to steer me and my family in the right direction to help us meet our financial goals. I highly recommend this CFP as he is compassionate, diligent, and eager to help you succeed. Thank you for your service, Anthony Trias! Cheers to many more years to come.

P B.

5/5

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.

Patrick R.

5/5

Anthony has been a huge help as our family has navigated the challenges of saving for college, retirement, and the costs of elderly parents. He's very easy to work with, has a ton of knowledge, and has made the process easy at every step. Highly recommended!