Valley Oak Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 2 Ranch Dr, Novato, CA 94945
- Phone
- (415) 898-4439
- Website
- valleyoakwealthmanagement.com
- County
- Marin County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning and retirement investing in Novato, Valley Oak Wealth Management is here to help. Our independent wealth management practice, founded by Tim Russell, works with individuals and families across Novato and Marin County, and we have been partnering with LPL Financial for many years.
We help clients plan for retirement, disability insurance, long-term goals and the financial needs of their families. Our clients often tell us that we explain everything clearly, adjust portfolios to fit personal goals, and keep them informed through good markets and bad.
Many of our clients have stayed with us for decades, and we treat each of them as part of our extended family rather than just another account.
If you'd like to talk about your financial future, book online through our website or give us a call to arrange a conversation.
We help clients plan for retirement, disability insurance, long-term goals and the financial needs of their families. Our clients often tell us that we explain everything clearly, adjust portfolios to fit personal goals, and keep them informed through good markets and bad.
Many of our clients have stayed with us for decades, and we treat each of them as part of our extended family rather than just another account.
If you'd like to talk about your financial future, book online through our website or give us a call to arrange a conversation.