Best Financial Advisors in Sausalito, CA

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List of Firms

Sausalito, CA Fiduciary Financial Advisors

SEC File# 801-110846
CRD# 288445
Location 85 Liberty Ship Way, Sausalito, CA 94965, USA
Phone (415) 650-7129
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SEC File# 801-57184
CRD# 111616
Location 3 Harbor Dr Suite 204, Sausalito, CA 94965, USA
Phone (415) 339-4300
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-62022
CRD# 126742
Location 1505 Bridgeway #208, Sausalito, CA 94965, USA
Phone (415) 561-3340
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Headland Ventures LP
Location 65 Cloud View Rd, Sausalito, CA 94965, USA
Phone (415) 289-2590
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Abbrea Capital LLC
SEC File# 801-101498
CRD# 272029
Location 3 Harbor Dr # 213, Sausalito, CA 94965, USA
Phone (415) 894-0077
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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New Leaf Financial Advisory
Location 1505 Bridgeway, Sausalito, CA 94965, USA
Phone (415) 259-8901
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Seafront Capital
Location 80 Liberty Ship Way #25, Sausalito, CA 94965, USA
Phone (415) 967-1965
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Rubyn & Company Accountants
SEC File# 801-111055
CRD# 158043
Location 113 Caledonia St, Sausalito, CA 94965, USA
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Full Compass Investment Advisors
Location 2400 Bridgeway #230, Sausalito, CA 94965, USA
Phone (415) 625-3242
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WMD Asset Management
SEC File# 801-72409
CRD# 156424
Location 85 Liberty Ship Way, Sausalito, CA 94965, USA
Phone (415) 332-1730
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Prospect Capital Advisors, LLC
SEC File# 801-100384
CRD# 119531
Location 501 Humboldt Ave, Sausalito, CA 94965, USA
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Main Street Research LLC
SEC File# 801-57739
CRD# 114629
5 out of 5
Location 30 Liberty Ship Way #3330, Sausalito, CA 94965, USA
Phone (415) 289-1010
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Teichman Financial Training
Location 3030 Bridgeway # 213, Sausalito, CA 94965, USA
Phone (415) 331-6445
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Financial Specialists Group
Location 3030 Bridgeway # 440, Sausalito, CA 94965, USA
Phone (415) 289-0230
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Legacy Advisory Services
Location 2656 Bridgeway # 200, Sausalito, CA 94965, USA
Phone (415) 454-4680
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Thomas Wood Professionals
Location 202 South St #13, Sausalito, CA 94965, USA
Phone (415) 944-8754
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Anchor Financial Strategies
5 out of 5
Location 3030 Bridgeway Suite 240, Sausalito, CA 94965, USA
Phone (415) 218-7678
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Martinez M
Location Sausalito, CA 94965, USA
Phone (415) 332-1830
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Capital Capital Advisors
Location 213 2nd St Suite B, Sausalito, CA 94965, USA
Phone (415) 924-4949
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Headwaters Solutions LP
SEC File# 801-111055
CRD# 158043
Location 30 Liberty Ship Way Suite 3220, Sausalito, CA 94966, USA
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Trimtabs Financial Services
Location 302 3rd St, Sausalito, CA 94965, USA
Phone (415) 887-9027
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Conquest Capital
Location 100 Shoreline Hwy, Sausalito, CA 94965, USA
Phone (415) 331-3066
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Consor Partners LLC
Location 475 Gate 5 Rd, Sausalito, CA 94965, USA
Phone (415) 332-1419
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Polygon Capital LLC
Location 15 2nd St #9, Sausalito, CA 94965, USA
Phone (415) 775-3300
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Breakaway Funding
Location 150 Gate 5 Rd #102, Sausalito, CA 94965, USA
Phone (415) 729-9482
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Olesky Capital Management
Location 461 W Live Oak Dr, Mill Valley, CA 94941, USA
Phone (415) 388-5701
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Financial Advisors in Sausalito, CA

Where Certified Financial Advisors in Sausalito, CA Serve

Sausalito, CA is a charming waterfront city located across the Golden Gate Bridge from San Francisco. It boasts a plethora of landmarks, including the iconic Bay Model, a 1.5-acre hydraulic model of the San Francisco Bay and Delta, and the historic Fort Baker, a former military post turned national park. The city is also home to the renowned Heath Ceramics factory and store, which has been producing handmade pottery since 1948. Top employers in Sausalito include The Pasha Group, a global logistics and transportation company, and Glassdoor, a leading job search and company review website. Major highways and streets in the area include Highway 101, which runs through the city and connects it to San Francisco and the North Bay, and Bridgeway, the main thoroughfare that runs along the waterfront and is lined with shops, restaurants, and art galleries. Sausalito is comprised of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sausalito, CA have a variety of options when it comes to banking services. One of the most common ways that residents are serviced by banks is through traditional checking and savings accounts. However, because Sausalito is a small, affluent community, many banks in the area also offer specialized services for high-net-worth individuals, such as wealth management and investment services. Additionally, given Sausalito's location on the San Francisco Bay, many banks in the area also offer boat loans and other financing options for those looking to purchase a boat or yacht. Overall, banks in Sausalito are well-equipped to meet the unique needs of the community's residents.

Insurance Broker

Residents of Sausalito, CA can benefit from the expertise of an insurance broker in several ways. One of the most common ways is by helping them navigate the complex world of insurance policies and find the coverage that fits their unique needs. With Sausalito's proximity to the San Francisco Bay, residents may need specialized coverage for their boats or watercraft. An insurance broker can also help residents understand the potential risks associated with living in a high-risk fire zone and recommend appropriate coverage for their homes and belongings. Additionally, an insurance broker can provide guidance on health insurance options for residents and their families, ensuring they have access to quality healthcare. With an insurance broker's help, Sausalito residents can have peace of mind knowing they have the right coverage in place to protect their assets and loved ones.

Retirement Planning

Residents of Sausalito, CA would greatly benefit from the help of a retirement planner. Sausalito is known for its high cost of living, which can make it challenging for individuals to save enough money for retirement. A retirement planner can assist residents in creating a personalized plan to save for retirement, taking into consideration their specific financial situation and goals. Additionally, Sausalito is a popular destination for retirees, and a retirement planner can help these individuals navigate the various retirement options available to them, such as Social Security, Medicare, and pension plans. With the help of a retirement planner, residents of Sausalito can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Sausalito, CA can benefit greatly from the services of a wealth manager. With its stunning waterfront views and proximity to San Francisco, Sausalito is a desirable place to live, but also an expensive one. A wealth manager can help residents navigate the high cost of living by creating a personalized financial plan that takes into account their unique goals and circumstances. For example, a wealth manager could advise on how to invest wisely in the local real estate market or how to save for retirement while also affording the high cost of living in the area. With a wealth manager's guidance, residents of Sausalito can feel more confident about their financial future and enjoy the many benefits of living in this beautiful coastal town.

Mortgage Loan Officer

Residents of Sausalito, CA would benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this picturesque waterfront town, many residents may need assistance in securing a mortgage to purchase a home or refinance an existing one. A mortgage loan officer can help navigate the complex process of obtaining a mortgage, including providing guidance on the different types of loans available and helping to determine the best fit for each individual's unique financial situation. Additionally, with Sausalito's proximity to San Francisco, many residents may be self-employed or have non-traditional income sources, making it even more important to work with a knowledgeable loan officer who can help find creative solutions to meet their needs.

Tax Services

Residents of Sausalito, CA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply to their unique situation. For example, Sausalito is known for its high cost of living, which can impact the tax implications of certain financial decisions. A tax advisor can help residents understand how to minimize their tax liability while still achieving their financial goals. Additionally, a tax advisor can assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable insights and strategies that can help Sausalito residents make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Sausalito, CA can benefit greatly from the services of an estate planning lawyer. One specific way an estate planning lawyer can help is by assisting residents in navigating the unique property laws and regulations in the area. Sausalito is known for its picturesque waterfront properties and hillside homes, but these properties can come with complex legal considerations. An estate planning lawyer can help residents ensure that their property is properly transferred to their heirs or beneficiaries, and can also assist with creating trusts or other legal instruments to protect assets and minimize tax liabilities. Additionally, an estate planning lawyer can help residents create a comprehensive plan for their end-of-life wishes, including healthcare directives and powers of attorney. Overall, an estate planning lawyer can provide peace of mind and help residents ensure that their assets and loved ones are protected.

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FAQs About Personal Financial Advisors in Sausalito, CA