KCM Investment Advisors LLC - Greenbrae, California

Overview of KCM Investment Advisors LLC

KCM Investment Advisors LLC, located at 300 Drake Landing Rd Suite 210, Greenbrae, CA 94904, United States, stands out as a reputable investment service provider. With a phone number 415-461-7788 for immediate contact, potential clients can reach out without hesitation. Their online presence is robust, offering a website at kcmadvisors.com where one can delve deeper into their services and offerings.

Specialties and Services

KCM specializes in comprehensive investment services, ensuring clients have access to a wide array of investment opportunities tailored to their needs. Their commitment to personalized service is evident in their provision of both online appointments and on-site services, making it convenient for clients to engage with them regardless of their location. This flexibility is further enhanced by their wheelchair-accessible car park and entrance, ensuring that all clients, including those with mobility challenges, can access their services comfortably.

Accessibility and Client Experience

Client feedback highlights KCM's exceptional service quality. With only one review on Google My Business, it's clear that this company has made a significant impression. Clients express high confidence in KCM, with one noting that "95% of my 401k is invested with KCM," indicating a strong trust in their ability to manage significant financial assets. The proximity of their office, described as "close if I want to meet in person or a phone call away for any transaction," underscores their commitment to accessibility. Moreover, the ability to communicate directly with a personal advisor without navigating through voicemail systems showcases their dedication to client satisfaction and ease of communication.

Client Reviews and Average Opinion

The average opinion of KCM Investment Advisors LLC on Google My Business is an impressive 5/5. This high rating is a testament to their professionalism, accessibility, and client-centric approach. While only one review is available, the positive sentiment expressed is telling of the company's quality of service and client relationships.

Recommendation for Potential Clients

For those considering investment services, KCM Investment Advisors LLC presents a compelling option. Their commitment to accessibility, personalized service, and high-quality investment management is evident in both their physical and online presence. If you're looking for a financial partner that values your convenience and trust, KCM is definitely worth reaching out to. You can explore their services further and possibly schedule an appointment through their user-friendly website kcmadvisors.com. Don't miss the opportunity to experience their exceptional service firsthand. Contact them today to take the next step towards securing your financial future with a trusted advisor by your side.

👍 Reviews of KCM Investment Advisors LLC

Tom M.

5/5

95 % of my 401k is invested with KCM so that should tell you my confidence in them. They are close if I want to meet in person or a phone call away for any transaction. I can always talk to my personal advisor not have to go through a voicemail conundrum to leave a message like with Bank of America or Merrill Lynch.