Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California

About Anthony Trias - CERTIFIED FINANCIAL PLANNER

Anthony Trias stands out as a highly esteemed Certified Financial Planner based in San Rafael, California. With his professional credentials and a reputation for excellence, he offers comprehensive financial planning services tailored to meet the diverse needs of his clients. Located at 165 N Redwood Dr #100, San Rafael, CA 94903, United States, Anthony's office is not only easily accessible but also welcoming to everyone, including those with disabilities, with features like a wheelchair-accessible car park, entrance, and restroom.

Contact Information and Services

For those looking to connect with Anthony, his contact details are readily available. You can reach him at 415-479-1777 or visit his website, where more insights into his services can be explored. Anthony's specialties include being a Financial Planner, Financial Consultant, and operates his own Life Insurance Agency. His approachable nature and commitment to customer service are evident in his various offerings, including online appointments and on-site services.

Key Highlights and Why Choose Anthony

Anthony Trias is not just a name but a beacon of financial reassurance. With 9 reviews on Google My Business, his dedication to helping clients navigate their financial futures is clearly appreciated. Clients often describe their experience with Anthony as comforting and reassuring, especially when the topic of financial planning can seem daunting. His ability to take the time to understand each client's unique situation and explain various options without pressure is a testament to his professionalism and empathy.

One of the most compelling aspects of choosing Anthony as your financial advisor is his personalized approach. Whether it's through online appointments or meeting face-to-face at his accessible location, he ensures that each client feels valued and supported. His services are complemented by a friendly environment, wheelchair accessibility, and a commitment to inclusivity, making it easy for everyone to seek financial guidance.

Recommendation

If you're searching for a reliable financial planner who can offer not just expertise but also a comforting presence, Anthony Trias is an excellent choice. His impressive track record and positive reviews speak volumes about his capabilities and the trust he's earned. For those interested in taking control of their financial future with the guidance of a dedicated professional, visiting his website is the first step. Don't forget to book an appointment, either online or by calling 415-479-1777, to begin your journey towards financial security with Anthony Trias.

This recommendation is based on the glowing feedback and key points of interest gathered about Anthony Trias, emphasizing his expertise, accessibility, and the personalized service he provides. It's clear that choosing Anthony for your financial planning needs could be a pivotal step towards achieving your long-term financial goals.

👍 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!