NorthRock Partners

Business details

Category
Financial Services · Financial planner
Address
100 Smith Ranch Rd Unit 104, San Rafael, CA 94903
Phone
(415) 978-2061
Website
northrocksanfrancisco.com
County
Marin County

About

Based in San Rafael, NorthRock Partners offers financial planning for clients across Marin County and the wider North Bay. We help individuals and families think through their long-term goals, from building savings and planning for retirement to managing investments with a clear, practical approach.

Our work begins with understanding where you are today and where you want to go, so every recommendation is tailored to your own circumstances. We aim to make complex financial decisions easier to understand, so you can move forward with confidence.

Whether you are just starting to plan or looking for a second opinion on your current strategy, we are glad to help.

Learn more and get in touch through our website.