Financial Planners near Corte Madera
Financial Planners near Corte Madera picked by BestProsInTown
True Root Financial
“I worked with True Root for approximately 4 years. Relationship with a thorough consultation of my life goals and values. Roshani created a customized plan and we implemented it. my portfolio has grown. We have regular check ins to change the strategy if needed. very professional, approachable and accessible. I am a physician and would rather focus on what I’m good at, the finances are managed with true root. Gives me peace of mind and bandwidth to focus on my personal and professional life and not deal with the ups and downs of the market. Highly recommend True Root !”
Skylark Wealth
“After many years of working with various global investment institutions I have found Michal to be the best financial planner whom I can trust and have great confidence in his ability to provide me with the services I need. Michal knows his craft inside and out and brings dedication and passion to his work. He has a very personalized and holistic approach, and is very attentive to his client's needs. He takes the time to thoroughly analyze each financial and investment goal and clearly communicates proposed strategies. His financial planning takes into account all the aspects of money management including: wealth growth and preservation, company stock /401k portfolio, taxes, family trust, college funds, retirement planning. He is a true professional, has a driven personality, and exudes confidence, honesty and integrity. He utilizes up to date digital tools and technologies, making communication efficient with easy to understand reports and a seamless document review process. I'm extremely happy with Michal's financial services. I have complete peace of mind, especially in these uncertain times, and a clear idea of my family's financial future. I highly recommend Skylark Wealth as a first class, one stop firm for all of your investment needs.”
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