Pharos Wealth Management - Novato, California

Pharos Wealth Management is a financial services provider that specializes in financial planning, consulting, insurance brokerage, and investment services. The company is located at Address: 352 Ignacio Blvd, Novato, CA 94949, and can be reached by phone at 52095916. Their website, pharoswealth.com, provides additional information about their services and team.

Pharos Wealth Management offers a range of specialties designed to meet the unique financial needs of their clients. As a financial planner and consultant, they provide comprehensive financial planning and investment advice tailored to each client's goals and risk tolerance. As an insurance broker, they offer a variety of insurance products, including life, disability, and long-term care insurance. As an investment company and service, they provide investment management and advisory services, including portfolio management, stock brokerage, and retirement planning.

The company prides itself on its accessibility and inclusivity. They offer online appointments, onsite services, and wheelchair accessible entrance, parking lot, and restroom. They are also LGBTQ+ friendly and recommend appointments, although they do accept walk-ins. Their restroom facilities are available to all clients and visitors.

Pharos Wealth Management has received excellent reviews from their clients, with an average opinion of 5/5 based on two reviews on Google My Business. This is a testament to their commitment to providing high-quality financial services and excellent customer service.

If you are looking for a financial services provider that can help you manage your wealth and achieve your financial goals, Pharos Wealth Management is an excellent choice. They offer a range of specialties and services designed to meet your unique needs, and their accessible and inclusive approach makes them a welcoming and convenient option. Their excellent reputation and client reviews speak to their commitment to providing high-quality financial services and excellent customer service.

To learn more about Pharos Wealth Management and how they can help you manage your wealth, visit their website at pharoswealth.com and schedule an appointment today. Their team of experienced financial professionals is ready to help you achieve your financial goals and secure your financial future.

Reviews of Pharos Wealth Management

Terrie G

5/5

Scott Stanley at Pharos Wealth Mgmt is a jewel to work with. A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year. He is also a jewel to work with... easy to talk to, and no matter how much I bug him, he is always kind and patient. He offers that brilliant blend of effective money management with an informal, down-to-earth sincerity. Grateful beyond measure to have been referred to him.

ryan donovan

5/5

Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income. He is well informed as to where one should put their money, which will work to their advantage.