Pettinelli Financial Partners
-
555 Veterans Boulevard Suite 100
, Suite 100
Redwood City, CA 94063 - (650) 595-4600
- Website
Hours
Chamber Rating
About
Pettinelli Financial Partners
Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We find that this model allows us to provide better service and stay in close contact with the people we serve. In addition to your dedicated service team, we have strategic alliances with seasoned attorneys, certified public accountants, home mortgage consultants, general contractors, medical professionals, and real estate agents. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for achieving their financial goals.
Services
- 401(k) Plan Design & Maintenance for Business
- 401(k) Planning & Rollovers for Individuals
- 529 Education Savings Plans
- Annuities
- Business Development Companies
- Business Succession Planning
- Disability Insurance
- Domestic Partnership Financial Planning
- Education Savings Planning
- Estate Planning Strategies, Creation & Conservation
- Financial Planning
- Independent Fee-Based Planning
- Life Insurance
- Long-Term Care Insurance
- Long-Term Care Planning
- Mutual Funds
- Professionally Managed Separate Accounts
- Retirement Income Planning
Images
Questions & Answers
Q What is the phone number for Pettinelli Financial Partners?
A The phone number for Pettinelli Financial Partners is: (650) 595-4600.
Q Where is Pettinelli Financial Partners located?
A Pettinelli Financial Partners is located at 555 Veterans Boulevard Suite 100, Suite 100, Redwood City, CA 94063
Q What is the internet address for Pettinelli Financial Partners?
A The website (URL) for Pettinelli Financial Partners is: https://www.pettinellifp.com/
Q What days are Pettinelli Financial Partners open?
A Pettinelli Financial Partners is open:
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Q How is Pettinelli Financial Partners rated?
A Pettinelli Financial Partners has a 5.0 Star Rating from 3 reviewers.
Hours
Ratings and Reviews
Pettinelli Financial Partners
Overall Rating
Overall Rating
( 3 Reviews )
Jewel Morgan on Google
RIX AVELINO on Google
Jack Tang on Google
Overall Rating
Overall Rating
( 3 Reviews )Write a Review
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