Contact Us—Various Ways

By Email
:

Comments & Questions

We would be happy to hear from you if you have a comment or question about our services.  Send us an email:
For Non-Securities Related Matters:
For Securities Related Matters:

Request Newsletter

If you would like for us to send you a copy of our recent newsletter, please send us a request by email or call us by telephone.

The following topics are those in which we have expertise. We'd be happy to discuss any of these topics with you.

Comprehensive Financial Planning
Weath Management / Investments
Stock Options & Concentrated Positions

Estate Planning / Gifting / Asset Transfer
Securities Brokerage
Investment Securities & Insurance
Real Estate
Retirement Planning for Individuals / Lump Sum Distribution Planning
Educational Funding
Retirement Planning for Businesses
Business Services

Risk Management / Insurance
Credit & Debt Management
Trust Planning and Management

Tax Consultation and Return Preparation

By Telephone:

To arrange for an exploratory meeting by phone, simply call 415-752-6222 for an appointment. Normally, we are able to schedule an initial appointment within three to four weeks. If your situation is urgent, we will make every effort to accommodate your needs.

Incidentally, our phone number is easy to remember because it spells:

PLAN-ABC [415-752-6222]
     Or
PLAN-222 [415-752-6222]

By U.S. Mail:

Our headquarters and mailing address is:

The Financial Advisory Group
299 Arguello Boulevard, Suite #306
San Francisco, CA 94118
Phone: 415-752-6222

View a map of Our Location

 

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA  & SIPC
Centaurus Financial Inc. and The Financial Advisory Group are not affiliated companies.
James O. Davis, Registered Representative [California Insurance License #0712211]