100 Larkspur Landing Circle, Suite 200, Larkspur, California, 94939
Main:
(415) 925-1100
Toll Free:
(800) 332-4525
Founded in 1979, 70 + years combined experience
Finance & Insurance > Financial Planning & Investments
Tessara Financial Avisors, inc. (Tessara) is a boutique investment management firm that combines distinguished investment talent and financial planning on behalf of our clients.
WHAT SETS US APART?
We have been serving clients for 37 years. So it's our experience and maturity.
We are different. Each investment account is separately managed by us utilizing individual securities.
Each portfolio is customized for each client's uniqueness. No two clients have the same portfolio holdings. No "cookie cutter" approach.
We make home appointments if you are within 100 miles from San Francisco.
OBJECTIVE:
To help our clients both build wealth and to preserve it for family and their future through investments and financial planning.
OUR BELIEF:
Our hands on approach to investment management is: Flexible. Disciplined. Transparent.
Monday:
8:00am
to 5:00pm
Tuesday:
8:00am
to 5:00pm
Wednesday:
8:00am
to 5:00pm
Thursday:
8:00am
to 5:00pm
Friday:
8:00am
to 5:00pm
Saturday:
Closed
Sunday:
Closed
when needed
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