Anspach Financial Group
Tracy Lamond CFA-TLC Investment Management
4 Oak Forest Rd, Novato, CA 94949
Photos and Videos
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 415-457-5780
Extra - 415-457-5925
Extra - 415-526-3718
- Address:
- 818 5th Ave Ste 100 San Rafael, CA 94901
- Links:
- Categories
- Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives
- Neighborhood
- Downtown San Rafael
- AKA
Anspach Financial Services
General Info
Our Firm Gary, Jackie and Susan formed Anspach Financial Group in November of 2004. We have over 60 years of combined experience as tax practitioners and share the same fundamental core values in our business and personal lives. We are all committed to serving our clients professionally and to actively serving our community as volunteers. Recipient of the North Bay Chapter - California Society of Enrolled Agents Outstanding Office Award for "exemplary and unsurpassed" dedication by a firm to CSEA, the local Chapter and our community.