Talkot Investments
Business details
- Category
- Financial Services · Financial planner
- Address
- 2400 Bridgeway Ste 300, Sausalito, CA 94965
- Phone
- (415) 332-3760
- Website
- Searching the web…
- County
- Marin County
About
Whether you're planning for retirement or weighing how to grow your savings, Talkot Investments offers financial planning services tailored to you. We're a financial planning practice serving individuals and families in Sausalito and across Marin County.
Our work centers on helping clients set clear goals and build investment strategies that fit their life and their timeline. We take the time to understand where you are today and where you want to go, then shape a plan around those priorities.
Our approach is personal and straightforward, so you always know the reasoning behind each recommendation. Whether you're just getting started or refining an existing plan, we're here to help you move forward with confidence.
To get started, call or stop by our office in Sausalito.
Our work centers on helping clients set clear goals and build investment strategies that fit their life and their timeline. We take the time to understand where you are today and where you want to go, then shape a plan around those priorities.
Our approach is personal and straightforward, so you always know the reasoning behind each recommendation. Whether you're just getting started or refining an existing plan, we're here to help you move forward with confidence.
To get started, call or stop by our office in Sausalito.