OHANA ADVISORS
Business details
- Category
- Financial Services · Investment service
- Address
- 101 Lucas Valley Rd Unit 202, San Rafael, CA 94903
- Phone
- (415) 226-4170
- Website
- ohanaadvisors.com
- County
- Marin County
About
Looking for investment services in San Rafael? Ohana Advisors offers investment guidance for individuals and families across Marin County and the North Bay.
We focus on building thoughtful, long-term plans that fit each client's goals, timeline and comfort with risk. Our approach is to listen first, so every recommendation reflects your priorities rather than a one-size-fits-all strategy.
We take the time to explain our reasoning clearly, so you always understand where your money is going and why. Whether you are planning for retirement, growing your savings or managing investments you already hold, we aim to be a steady, trustworthy partner.
Learn more and get in touch through our website.
We focus on building thoughtful, long-term plans that fit each client's goals, timeline and comfort with risk. Our approach is to listen first, so every recommendation reflects your priorities rather than a one-size-fits-all strategy.
We take the time to explain our reasoning clearly, so you always understand where your money is going and why. Whether you are planning for retirement, growing your savings or managing investments you already hold, we aim to be a steady, trustworthy partner.
Learn more and get in touch through our website.