Grotjahn Capital Management Co

★★★☆☆3.3 (7) Financial Services Novato

Business details

Category
Financial Services · Financial planner
Address
7075 Redwood Blvd Ste I, Novato, CA 94945
Phone
(415) 897-1760
County
Marin County

About

Grotjahn Capital Management Co is a financial planning firm in Novato, Marin County, focused on helping clients plan for retirement, manage investments, and organize their finances for the long term. We offer personal financial planning, investment management, tax preparation, and will and trust planning, all shaped around what matters most to each family.

Many of our clients have worked with us for five years or more, and we take pride in being someone they can rely on for clear, patient answers to their questions. We look at the bigger picture with every client, helping you gain perspective on what is important as well as on the numbers.

Our team is warm and attentive, and we are proud that so many families across Novato and Marin County refer their friends and relatives to us.

Book through our website to schedule a conversation with us.