Golden Gate Financial And Insurance Solutions

Description

• As financial professionals and active members of the community, we are dedicated to helping individuals and businesses build their financial futures. We focus on any personal financial concerns. Many common topics include 401k, Social Security, Life and Health Insurance, Pension, Investments, Private Managed Money, College funding, and Retirement Ready Analysis. To stay on top of our field and develop our professional skills, we've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the: Certified Long Term Care (CLTC) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) Certified Financial Planner (CFP) Our education, experience and professional affiliations have fostered our practical approach to offering financial services and advice to our clients. Rather than just recommending a hodgepodge of unrelated products, first well consider your specific financial goals and investment objectives. Working together, well formulate a strategy to help you achieve your goals. Then well recommend the appropriate products and services to help you execute your strategy. Maintaining a strong sense of community and a solid professional foundation are very important to us. With clients ranging from young adults beginning their financial future-to high net worth retiree's, we value all of our clients the same. CFP, CERTIFIED FINANCIAL PLANNER and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements
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  Headquarters:1900 South Norfolk Street , San Mateo, California, United States

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  Phone Number: +1 650-341-5050

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  Website: https://www.gg-financial.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Golden Gate Financial And Insurance Solutions

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• |  NAICS Code: 524210  |

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