Cerity Partners
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Financial consultant, Investment service
- Address
- 300 Drakes Landing Rd Ste 172, Greenbrae, CA 94904
- Phone
- (415) 894-0077
- Website
- ceritypartners.com
- County
- Marin County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Greenbrae, Cerity Partners offers financial planning, investment management and wealth advisory services for families and individuals across Marin County. We help clients organize their finances around the goals that matter most to them, from planning for retirement to managing investments over time.
Our team takes a personal approach, working closely with each client to understand their situation and build a plan that evolves as their life changes. We believe clear communication is essential, so we take the time to explain our recommendations in plain language and answer questions along the way.
Whether you are just starting to plan for the future or refining a long-standing strategy, we would be glad to talk with you.
Learn more and get in touch through our website.
Our team takes a personal approach, working closely with each client to understand their situation and build a plan that evolves as their life changes. We believe clear communication is essential, so we take the time to explain our recommendations in plain language and answer questions along the way.
Whether you are just starting to plan for the future or refining a long-standing strategy, we would be glad to talk with you.
Learn more and get in touch through our website.