George Financial Advisors is a California Registered Investment Adviser.
           See Disclosures for Important Consumer Information..
5900 Butler Lane, Suite 130, Scotts Valley CA 95066  831-438-6000
Copyright © 2012 George Financial Advisors LLC All Rights Reserved.
George Financial Advisors adheres to the NAPFA Fiduciary Oath which means that we will always act in good faith in your best interests and disclose any conflicts of interest. We will also not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product.

Investments


Investments are the area that you hear the most about in the financial media. Yet unless preparation is done to create a context in which an investment strategy operates, how would you know if you have the best plan for your situation?  Are you taking more risk than is necessary? Are your returns optimized for the times when you will need to use funds? Without preparation, implementing an investments strategy is like shooting an arrow without knowing where the target is.

At George Financial Advisors, our investment advice and management is grounded in your unique situation. We will develop an investment policy with you based on your investment goals, appetite for risk, and time horizons. With this preparation in place, we can provide you the expert, professional advice you need to create and implement an investment plan targeting your particular situation.


Our Services


Find the Personal Financial Service that is right for you:

•   Investment Services
•   Financial Planning and Advice Services


Contact Us to schedule a no cost, no obligation initial consultation in which we will review your requirements and provide you an estimate. Appointments are available in Scotts Valley, Campbell, your home or by phone.
The importance of money flows from it being a link between the present and the future.
- John Maynard Keynes -