Broker Check

1701 Novato Blvd
Suite 204
Novato, CA 94947

Ketron Financial, LLC

(415) 892-0928

 

Services

Client Services

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. This commitment is expressed through educational seminars, workshops, college classes and newsletters. Additional resources are the books Wealth Enhancement and Preservation and Giving, Philanthropy for Everyone, which are made available to clients and advisors. Russell W. Ketron, CFP®, the managing member of Ketron Financial, LLC is a contributing author of both books. Another resource is George Kinder’s book Seven Stages of Money Maturity.