P E Financial Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 3 Harbor Dr, Sausalito, CA 94965
- Phone
- (775) 622-8279
- Website
- pefinancialgroup.com
- County
- Marin County
About
Whether you need help building a retirement plan or guidance on managing your investments, P E Financial Group offers financial planning tailored to you. We are a financial planning practice based in Sausalito, serving clients across Marin County and the wider Bay Area.
Our work centers on helping individuals and families make clear, confident decisions about their money, from long-term goals to everyday planning. We take the time to understand your situation before recommending any course of action, so every plan reflects your priorities.
Our approach is straightforward and personal, and we work to keep you informed at every step.
To learn more about how we can help, visit our website or stop by our office in Sausalito.
Our work centers on helping individuals and families make clear, confident decisions about their money, from long-term goals to everyday planning. We take the time to understand your situation before recommending any course of action, so every plan reflects your priorities.
Our approach is straightforward and personal, and we work to keep you informed at every step.
To learn more about how we can help, visit our website or stop by our office in Sausalito.