Contact Us—Various Ways

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Topics of Interest  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
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Trust Planning and Management
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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
James O. Davis, Registered Representative [California Insurance License #0712211]