Broker Check

415.256.8970

1701 Novato Blvd
Suite 304
Novato, CA 94947
email: [email protected]

Louis F. Batmale

Financial Advisor

415.256.8970
[email protected]

In today’s uncertain economy, financial planning has become increasingly important and increasingly confusing.  We can help remove the mystery of managing your finances by offering the support and information you need to make decisions about your financial future.

Whether your goals include funding your child’s college education, managing your assets, reducing your tax liabilities, preparing for retirement, and/or creating an estate strategy, our personalized service focuses on your needs, wants, financial goals and objectives for both today and for tomorrow.

The recognition that everyone’s economic and life situation is unique is the cornerstone of financial planning.  I believe that personalized service is essential when matching clients with the right investment strategy and tools.

As a Financial Advisor, I am dedicated to learning about your personal goals and together we will use them to build a financial plan and keep it updated as those needs change.

If you have questions about your plan or about specific financial issues, contact us. We will set up a time to meet and address any questions you may have.