Schmitz & Associates
Business details
- Category
- Financial Services · Financial planner
- Address
- 655 Redwood Highway Frontage Rd #109, Mill Valley, CA 94941
- Phone
- (415) 381-9075
- Website
- schmitzcapital.com
- County
- Marin County
About
At Schmitz & Associates, we help families and individuals in Mill Valley and across Marin County plan with confidence for the financial future they want. We offer personal financial planning to help you organize your goals, your savings and your investments in one clear plan.
Our approach is to listen first, so every recommendation reflects your priorities, your timeline and your comfort with risk. We aim to explain each step in plain language, so you always understand the reasoning behind the decisions we make together.
Whether you are preparing for retirement, saving for a major milestone or simply want a second opinion on your current strategy, we are glad to help.
Learn more and get in touch through our website.
Our approach is to listen first, so every recommendation reflects your priorities, your timeline and your comfort with risk. We aim to explain each step in plain language, so you always understand the reasoning behind the decisions we make together.
Whether you are preparing for retirement, saving for a major milestone or simply want a second opinion on your current strategy, we are glad to help.
Learn more and get in touch through our website.