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1701 Novato Blvd
Suite 204
Novato, CA 94947

Ketron Financial, LLC

(415) 892-0928

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

Understanding Today’s Financial Environment



We are experienced fee and value-based advisors who have served our clients since 1969 through financial advice and life planning, money management and as financial advocates to help improve the quality of our clients’ lives. We feel the planning approach best manifests our commitment to aligning clients’ values, life goals and financial decisions. 

We offer investment, risk management and/or estate planning services. We tailor portfolios for growth and/or income depending upon individual needs and manage market volatility through effective diversification and education while also attending to the effects of inflation, taxation and longevity. We network with the clients’ other advisors and stand ready to refer clients to other professionals as appropriate.

Staff members of Ketron Financial, LLC meet and communicate with clients on an ongoing basis to answer questions, review investment portfolios and discuss new issues as they arise.  These issues may include changes in the investment environment, changes in laws that may affect planning strategies and changes in a client’s circumstances.  In addition to personal client education, Ketron Financial, LLC is committed to providing financial education for the members of our community.  

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (415) 892-0928.


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