MAI Capital Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 917 Mendocino Ave, Santa Rosa, CA 95401
- Phone
- (707) 523-1111
- Website
- mai.capital
- County
- Sonoma County
Hours
- Monday: 7:30 AM–5 PM
- Tuesday: 7:30 AM–5 PM
- Wednesday: 7:30 AM–5 PM
- Thursday: 7:30 AM–5 PM
- Friday: 7:30 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
At MAI Capital Management, we help families and individuals across Santa Rosa and Sonoma County plan with confidence for the goals that matter most to them. We provide financial planning designed around each client's unique circumstances, from building savings and managing investments to preparing for retirement.
Our approach starts with listening, so we can understand where you are today and where you want to go. We take the time to explain every recommendation in clear terms, so you always know the reasoning behind your plan.
Our team serves clients throughout the North Bay with personal attention and a long-term perspective.
Explore our services on our website or reach out to us to start a conversation about your financial future.
Our approach starts with listening, so we can understand where you are today and where you want to go. We take the time to explain every recommendation in clear terms, so you always know the reasoning behind your plan.
Our team serves clients throughout the North Bay with personal attention and a long-term perspective.
Explore our services on our website or reach out to us to start a conversation about your financial future.