Roach Investment Services
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 177 Bovet Rd #600, San Mateo, CA 94402
- Phone
- (650) 638-2339
- Website
- roachinvestments.com
- County
- San Mateo 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
Roach Investment Services is a financial planning and investment firm serving San Mateo and the Peninsula, with a focus on helping clients build and manage their long-term financial plans. We offer financial planning, investment consulting, and personalized guidance for individuals and families at every stage of their financial lives.
Our approach starts with understanding your goals, your timeline, and your comfort with risk, so the strategies we recommend are tailored to you rather than off the shelf. We work to make complex financial decisions clearer and more manageable, explaining the reasoning behind each recommendation along the way.
Clients across San Mateo and the surrounding Peninsula communities rely on us for steady, thoughtful planning they can revisit as their lives change.
To learn more or start a conversation about your financial goals, visit our website or give us a call.
Our approach starts with understanding your goals, your timeline, and your comfort with risk, so the strategies we recommend are tailored to you rather than off the shelf. We work to make complex financial decisions clearer and more manageable, explaining the reasoning behind each recommendation along the way.
Clients across San Mateo and the surrounding Peninsula communities rely on us for steady, thoughtful planning they can revisit as their lives change.
To learn more or start a conversation about your financial goals, visit our website or give us a call.