Pharos Wealth Management - Novato, California

Introduction to Pharos Wealth Management

Pharos Wealth Management, located at 352 Ignacio Blvd, Novato, CA 94949, is a distinguished financial services firm offering a comprehensive range of services. Their contact number is 52095916. The company's official website is pharoswealth.com.

Services and Specialties

Pharos Wealth Management specializes in several key areas including Financial Planning, Financial Consulting, Insurance Brokerage, Investment Company services, Investment Services, and Stock Brokers. Their holistic approach to wealth management ensures that clients' financial needs are addressed comprehensively.

Accessibility and Convenience

The firm is committed to client accessibility. They offer online appointments, onsite services, and an accessible entrance, parking lot, and restroom for individuals with disabilities. Their welcoming environment is LGBTQ+ friendly and they recommend making an appointment prior to visiting to ensure a smooth experience.

Reputation and Client Feedback

Pharos Wealth Management boasts an impressive average opinion rating of 5/5 stars on Google My Business, based on two reviews. One client shared their positive experience, praising Scott Stanley at Pharos Wealth Mgmt for his exceptional service, which has resulted in strong and steady returns. They appreciated his easy-going nature and sincere approach to managing finances.

Recommendation

Given the company's high ratings and the positive feedback from clients, it's clear that Pharos Wealth Management stands out in the financial services industry. Their comprehensive services, combined with their commitment to client accessibility and satisfaction, make them a notable choice for anyone seeking financial guidance and investment advice.

To take advantage of their services, we highly recommend visiting their website at pharoswealth.com to schedule an online appointment or to inquire further about their services. Remember, an appointment is required, so don't hesitate to reach out. Your financial future may very well be in good hands with Pharos Wealth Management.

👍 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 D.

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.