LFA Private Wealth Management

★★★★★5.0 (1) Financial Services Novato

Business details

Category
Financial Services · Financial planner, Investment service
Address
438 Ignacio Blvd, Novato, CA 94949
Phone
(415) 924-6703
Website
lfaprivatewealth.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

LFA Private Wealth Management is based in Novato, serving families and individuals across Marin County with financial planning, investment management, life insurance and family planning guidance. We help our clients build a clear picture of their finances, from long-term investment strategy to protecting the people they love.

Our clients value our deep knowledge of the markets and our commitment to being easy to reach whenever questions come up. We take the time to understand each family's goals so that every recommendation reflects their priorities.

Visit our website to learn more about how we can help you plan with confidence.