Gail G.
12/11/2024
Nathan Cobert and Anthony Trias are extremely talented and trustworthy Financial Advisors. We are so pleased to be their clients. We feel confident entrusting them with our investments. Their...
Anthony Trias - Stonebridge Financial Group
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165 N Redwood Dr Ste 100
San Rafael, CA 94903
Stonebridge Financial Group, located in San Rafael, CA, offers a comprehensive range of corporate and private wealth management services tailored to meet the unique financial needs of both organizations and individuals. Founded by a team of independent financial professionals, the firm specializes in areas such as retirement plan consulting, executive benefit plans, and financial analysis for divorce.
The group is dedicated to providing strategic financial services that encompass everything from creative design and implementation to ongoing support, ensuring an exceptional level of client service. By focusing on personalized financial planning, Stonebridge aims to help clients achieve their individual objectives and protect those who matter most.
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Reviews
5.015 reviews
Brian D.
9/14/2022
Anthony is the best. I have been working with him for years now and could not recommend him enough! When I started, I knew very little about finance and to be honest my brain would shut down...
Carly G.
8/4/2022
Anthony has been so kind during our interactions. He is professional, timely in his responses and acts human in a world where things can seem far from that. Easy to talk to and honest with...
Patrick R.
1/22/2021
Anthony has been a wonderful advisor and caretaker of my family's long-term investments. He helped me find smart, tax-efficient strategies for all my needs, college-fund, elderly parents late-life...
Nikole M.
6/8/2021
I've known Anthony for 3 years and during this time Anthony has truly become a trusted advisor for myself and my business clients. Any time I have questions about investment, tax, insurance...
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