Kerry Farley - RBC Wealth Management Financial Advisor
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904
- Phone
- (415) 445-8485
- Website
- us.rbcwealthmanagement.com
- County
- Marin County
Hours
- Monday: 6 AM–6 PM
- Tuesday: 6 AM–6 PM
- Wednesday: 6 AM–6 PM
- Thursday: 6 AM–6 PM
- Friday: 6 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
At Kerry Farley - RBC Wealth Management Financial Advisor, we help families and individuals in Greenbrae and across Marin County build clear, confident plans for their financial future. We work as financial planners and investment advisors, bringing together wealth planning, investment management and personalized guidance for each client's goals.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your own circumstances. We take the time to explain our thinking in plain language, so you always know the reasoning behind each decision.
Whether you are saving for retirement, managing investments or planning for the next stage of life, we aim to make the process feel organized and manageable.
Learn more about our services on our website, or call or stop by to start the conversation.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your own circumstances. We take the time to explain our thinking in plain language, so you always know the reasoning behind each decision.
Whether you are saving for retirement, managing investments or planning for the next stage of life, we aim to make the process feel organized and manageable.
Learn more about our services on our website, or call or stop by to start the conversation.