Financial Connections Group, Inc. Investment Advisory Services
   
    Financial Connections Berkeley    
   
   
   
Email: Inquiry@FinancialConnections.com
Phone: 1.415.924.1091
Company

Mission Statement
Financial Connections is a fee-only financial services company. Our mission is to:

  • Help our clients integrate their image of the future with their financial resources.
  • Maintain a relationship of trust as a fiduciary by promoting an open, two-way
    communication, leading to a plan of action in the best interest of our clients.
  • Cultivate an atmosphere that promotes mutual respect leading to responsible
    decisions and reasonable expectations.
  • Continue to enhance our reputation by delivering high quality services and earning
    our client's trust.

Company History
Financial Connections is a combination of the company formerly known as Gladstone Managed Investments (GMI) and Jill Hollander's financial planning practice.

GMI began in 1987 as an investment management firm utilizing no-load mutual funds. Jill joined GMI in January 1993 and began an independent financial planning practice in addition to her position at GMI in 1995.

Mel Gladstone retired at the ripe young age of 80 on December 31, 1999. Jill combined financial planning and investment management into Financial Connections on January 1, 2000. Brian Pon joined Financial Connections adding tax services to the business in May 2000.

We moved our main office to Corte Madera (Marin County) in June 2008. Collectively, we save 3 hours per day in commute time. We still go to Berkeley for client meetings but our operations remain in Marin.

> Meet the Financial Connections Team

Meet the Financial Connections Team
Financial Connections in the Media
Press Release
Corporate Responsibility

About Fee-Only ServicesNo hidden costs. No referral fees.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals. We don't accept referral fees, sales commissions, or any other compensation from any outside sources.

Minimum Fees:
Financial Planning: $275 per hour
Investment Management: $7,500 annually

Download the Fee Schedule (PDF)
Download form ADV, Part 2 (PDF)

Our Affiiations:Financial Affiliations

 

   
       
   


Financial Connections Group, Inc. is an SEC-registered investment adviser located in Corte Madera and Berkeley, California.  This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please Read Important Disclosure Information.

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National Association of Enrolled Agents Member Fee Only Financial Planner Garrett Planning Network National Association of Tax Professionals Member the Financial Planning Association Member National Association Personal Financial Planners Certified Financial Planner Board of Standards Social Investment Forum. advancing socially and environmentally responsible investing California Society of Enrolled Agents