Financial Connections Group, Inc.

We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.

We offer the following services: 

  • Ongoing Investment Management that includes financial planning, retirement coaching, tax planning, Medicare and long-term care consulting
     
    • Also available - socially conscious investments
       
  • Financial planning - no minimum net worth or income requirement
     
  • Specialize in serving the LGBTQ community and non-traditional families

Please call or visit us at www.FinancialConnections.com

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Advisors at this Office

Advisors at Other Firm Offices

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This Office

2608 9th St Ste 302 Berkeley, CA 94710-2577 Phone: (510) 849-4667

Primary Office

21 Tamal Vista Blvd Ste 105 Corte Madera, CA 94925-1186 Phone: (415) 924-1091

Other Offices

201 Spear St Ste 1100 San Francisco, CA 94105-6164 Phone: (415) 924-1091
2608 9th St Ste 302 Berkeley, CA 94710-2577 Phone: (510) 849-4667