Financial Connections Group

Financial Services • 1100 Larkspur Landing Circle, Suite 355, United States • 1-10 Employees

Company overview

Headquarters	1100 Larkspur Landing Circle, Suite 355, Larkspur, California 94939, US
Phone number	+14159241091
Website	financialconnections.com
NAICS	52
SIC	628
Keywords	Risk Management, Tax Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Retirement Income Strategies, Long-Term Care Planning, Same-Sex Couples, Socially Conscious Investments
Founded	2000
Employees	1-10
Socials

Key Contact at Financial Connections Group

Jennifer Coffey Smith

Director Of Financial Planning

Financial Connections Group Email Formats

Financial Connections Group uses 2 email formats. The most common is {first initial} (e.g., j@financialconnections.com), used 60% of the time.

Format	Example	Percentage
{first initial}	j@financialconnections.com	60%
{first name}	john@financialconnections.com	40%

About Financial Connections Group

Financial Connections Group, Inc., an SEC registered investment advisor, offers fee-only financial services for individuals, non-traditional and traditional couples, family trusts and small businesses in the Marin County, San Francisco and Berkeley. The firm strives to help clients integrate their image of the future with their financial resources through a trusting, fiduciary relationship. Services include project/hourly financial planning, Implementation Assistance Service, Concierge Service and Investment Management (customized and digital). Our specialties include serving the LGBTQ community, singles, retirement workshop (non-economic issues in retirement), retirement planning including distribution strategies, and socially conscious investing.

Financial Connections Group revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Manager

Employees by Department

Financial Connections Group has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Financial Connections Group has never raised funding before.

Financial Connections Group Tech Stack

Discover the technologies and tools that power Financial Connections Group's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Redux

JavaScript frameworks

Moove GDPR Consent

Cookie compliance

jQuery UI

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

MailChimp

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Frequently asked questions

Financial Connections Group is located in 1100 Larkspur Landing Circle, Suite 355, US.

You can reach Financial Connections Group at +14159241091.

Financial Connections Group was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Financial Connections Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Connections Group

Jennifer Coffey Smith

Director Of Financial Planning

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