Keywords: establishment,insurance_agency,point_of_interest

Purpose Financial & Insurance Services - Novato (CA)

Address: 🏡 359 Bel Marin Keys Blvd #9, Novato, CA 94949

Phone : +1 (415) 320-7494

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJDys4TY83hIAReHiKsadXC6k

Where is Purpose Financial & Insurance Services 🏡?
359 Bel Marin Keys Blvd #9, Novato, CA 94949
What is the phone number Purpose Financial & Insurance Services 📱?
(415) 320-7494
What Clients Are Saying about Purpose Financial & Insurance Services (on GG)

5 /5 Janine Oswalt: I recently had the pleasure of working with Brandon. From the moment we met, I could sense his dedication to making a positive impact on the lives of others. What sets Brandon apart is not only his extensive knowledge of financial matters but also his genuine and family-oriented approach. His commitment to educating children about financial literacy is truly commendable, and it reflects his understanding of the importance of instilling these skills from an early age. This speaks volumes about his dedication to building a financially empowered future generation. Brandons friendly and approachable demeanor creates a comfortable environment for learning. His presence is reassuring, making complex financial concepts accessible and easy to understand. He goes above and beyond to ensure his clients feel supported and informed. If you are seeking a knowledgeable, friendly, and family-oriented financial consultant who genuinely cares about your financial well-being, Brandon is the expert to turn to. I highly recommend his services for anyone looking to navigate their financial journey with confidence and empowerment.

5 /5 Kathleen Rose Stafford: Brandon is a true blessing in the financial realm! He is a virtuoso of giving real and doable advise as far as budgeting and his message of you are never too old and its never too late to make a new financial plan. Now his message is also being clearly delivered to our kids, they dont teach this stuff in school and it is seriously needed. Brandon offers education in real life money matters that kids can learn and grow with, he is an incredible teacher, mentor and financial guru. Do not hesitate in calling Purpose Financial & Insurance Services, you will not regret it!

5 /5 Angela Lowry: After meeting with Brandon, I was reminded of how different Financial Advisors can be and how important it is to find someone that you connect with and can trust. It was clear to me after talking with Brandon that hes so very knowledgeable but what also came across is that he cares very much about his clients and his purpose is to help them plan for whatever their goals are. If you are looking for an advisor that truly understands and cares about you, I’d highly recommend Brandon.

5 /5 Jon Rickards: "Leave It Better, A Financial Blueprint" Wow! I just read Brandons new book. Great information and a great way to think about aligning your financial future with stability, independence and meaningful purpose. The names we know from history have used these methods... why not you? Brandon can help bring you closer to the future you aspire to!

5 /5 Melissa Durfey: Brandon is a wealth of knowledge (pun intended) when it comes to financial education. He is transparent, honest and realistic which is exactly what you want when it comes to your finances. I really wish I had a resource like him when I was a teen, I would have saved myself a lot of stress as an adult.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJDys4TY83hIAReHiKsadXC6k

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S Sm: Troy Evans of Ameriprise did a great job pretending to be my "financial planner," when he wanted me to buy his investments, but when they went bad and my financial life was in ruins, he simply stopped working for me. Like some others, I got really lucky with a stock that I had through a work situation. Because I was now a single "at home" mom, raising two children alone, I thought that Troy could manage my assets, which (as he said) were enough to live on for the rest of my life if I planned correctly. I went to Troy hoping to divest myself of some of my "risky" stock and reinvest in a diversified portfolio that would earn me money and keep me safe financially. This didnt happen. In short, Troy took my money, put it in completely risky investments (google Inland American REIT, which I still cant get out of eight years later) and then didnt do another thing for me except sell his bad investments. He lied to me about Inland American, saying I shouldnt worry about the paperwork that said it could be a very long-term investment. When I called him worried about my investments just prior to the crash, he told me it was novice investor jitters and that I should just hold tight. When I called and asked if I should have the kids college money in a 529 plan or some other safer investment tool, he said no, that he thought it would do much better with him. What I didnt know was that Troy wasnt really developing the best financial plan for me. He was developing a financial plan that would make him money. He put me in more risky investments, that did fine for a short time and then dumped my original investment to about 2/3 of its original value. This might have been ok, if I wasnt living off of the money and didnt have kids headed to college, but this wasnt the case. Troy had simply hadnt built the right protections into place. ( Ironically, if I had held on to my "risky" stock instead of investing with Troy, I would have almost tripled my original investment by now and would have no financial concerns.) Even worse, after he lost this chunk of money, Troy just stopped working on my account. He was still charming and personable on the phone, but when I asked for my financial plans, he couldnt find them. When I wanted him to transfer money to a Roth IRA at the end of the year, he couldnt be found. When I wanted him to re-do my financial plan and re-balance my portfolio, he made up one excuse after another about why he couldnt do it. When I called him during ski season, he was always on the slopes. While my financial life was falling apart, he seemed to be doing great. I talked to another friend who had had the same experience with him. What we didnt know then was that he had apparently gotten some business with employees from Genentech and didnt need to bother with his old clients now that he had his next cash cow. Nice guy. If you need your money, dont trust Troy Evans of Ameriprise.

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