Anthony Trias - CERTIFIED FINANCIAL PLANNER - San Rafael, California

Anthony Trias is a certified financial planner with a focus on providing financial planning, consulting, and life insurance agency services. His office is located at Address: 165 N Redwood Dr #100, San Rafael, CA 94903. You can contact him via telephone at 54791777.

Anthony Trias's website, stonebridgefinancialgrp.com, offers a wealth of information about his services and background. He is known for his expertise in financial planning and his commitment to providing personalized service.

Some of the key features and benefits of working with Anthony Trias include:

Online appointments: It's easy to schedule a meeting with Anthony Trias online, making it convenient to fit a consultation into your busy schedule.
Onsite services: In-person meetings are available at his office, which is equipped with wheelchair accessible parking and an entrance.
Accessibility: The office has a restroom and is wheelchair accessible, making it easy for everyone to visit.
Inclusive environment: Anthony Trias is proud to offer a welcoming and inclusive environment for all clients, including those who identify as LGBTQ+.
* Appointments recommended: While not strictly necessary, appointments are recommended to ensure that you receive the personalized attention you deserve.

According to Google My Business, Anthony Trias has received 9 reviews with an average rating of 5/5. This is a testament to his expertise and commitment to providing exceptional service to his clients.

Reviews of Anthony Trias - CERTIFIED FINANCIAL PLANNER

Abe Lution

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 Krejsbol

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 Mackenzie

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 Porcello

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!

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.

Jeremiha Douglas

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 Coloma

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.

Patrick Reynolds

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!