Embarcadero Financial Group

Welcome

Embarcadero Financial Group (EFG) provides clients with a comprehensive offering of investment, insurance, and financial planning. Professionals and business owners rely on EFG to help them develop strategic solutions to meet their specific individualized needs.

We have helped clients who were pondering, or struggling with, some of these questions.
  • How can I best plan for my kids' college education?

  • When can I retire, how much will I need?

  • As a business owner, I value my employees, but am I maximizing all my benefit opportunities?

  • Taking care of Dad, for years, was a struggle. How can I better plan for it? Long-Term Care, Medicare, Social Security -- where does it all fit in?

  • ROTH/SEP/SIMPLE IRAs, Catch-up provisions, -- lots of choices, but what's best for me?

  • How do I begin planning for transitioning the ownership of my business? What happens if my business partner dies?

  • Is my family adequately taken care of if something happens to me?
 
The professionals at Embarcadero Financial Group have over 50 years of experience helping clients address these and other important issues. What questions are you pondering?


"Representatives are licensed to offer insurance and other financial products in AZ, CA, CT, FL, NM, NY, OR, UT. The content of this website is not intended for residents of other states. "Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794. Investment advisory services offered through O.N. Investment Management Company, Cincinnati, OH and through Embarcadero Financial Group, San Francisco, CA. The O.N. Equity Sales Company and O.N. Investment Management Company are not affiiliated with the Embarcadero Financial Group"
 

3 Embarcadero Center, Suite 460
San Francisco, CA 94111
Phone: 415-391-1200  Fax:415-391-1248  Email: info@embarcaderofinancial.com





 
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Representatives are licensed to sell insurance in AZ, CA, FL, GA, NC, NJ, UT and VA, and other financial products in AZ, CA, FL, GA, UT and VA. The content of this Web site is not intended for residents of other states.
 
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Investment advisory services offered through O.N. Investment Management Company, Cincinnati, OH, and through Embarcadero Financial Group, San Francisco, CA. and The O.N. Equity Sales Company and O.N. Investment Management Company are not affiliated with The Embarcadero Financial Group.