C
CREEK SIDE PARTNERS, LLC.
Creekside Partners provides two core services to our clients: Investment Management We supervise and manage our clients' investment Portfolios through custodial accounts held at Charles Schwab or Fidelity. We are value-focused investment managers and take a cautious, skeptical view of market trends. Most of our clients have accumulated most of the savings they will have, and cannot be placed in positions of high risk. To learn more about our investment philosophy, read What We Believe About Investing. To explore what sort of advice we have provided over time, browse our Quarterly Commentary index and our Blog pages.
Country/Area ：United States
Company Email ：info@creeksidepartners.com
Industry ：FinanceFinance General
Company address ：775 Baywood Dr Ste 306, Petaluma, California, 94954, United States
Company website ：*****
Company phone ：(707) 769-0200
Established ：2003
Company Revenue ：$3,059,000
Number of employees ：<25
SIC Code ：62628
NAICS Code ：52523
Web Summary
Q1: What is the physical address of Creekside Partners, LLC?
A1: The physical address of Creekside Partners, LLC is 775 Baywood Drive, Suite 306, Petaluma CA 94954.
Q2: What type of products or services does Creekside Partners, LLC offer?
A2: Creekside Partners, LLC offers financial management services, including investment management, retirement planning, education planning, insurance planning, and other financial advisory services.
Q3: In what industry is Creekside Partners, LLC primarily operating?
A3: Based on the provided content, it appears that Creekside Partners, LLC operates in the financial services industry, specifically as a fiduciary advisor firm providing wealth management and investment advice to clients.
Q4: What contact information does Creekside Partners, LLC provide for potential clients or investors?
A4: The company provides phone numbers (925) 284-1260 or (707) 769-7820, an email address info@creeksidepartners.com, and a physical address (775 Baywood Drive, Suite 306, Petaluma CA 94954).
Q5: What is the approach of Creekside Partners, LLC in creating financial plans for clients?
A5: According to the provided content, Creekside Partners, LLC takes a cautious and skeptical view of market trends and never tries to chase returns or popular stocks. Instead, they create customized financial plans aligned with each client's goals, risk tolerance, and specific situation.
Q6: What electronic tools does Creekside Partners, LLC use to facilitate communication and document management?
A6: The company uses DocuSign and other electronic tools to make it easy for clients to work with them via digital means.
Q7: What is the focus of Creekside Partners, LLC's investment management services?
A7: The company focuses on creating diversified portfolios based on each client's risk tolerance, including global stocks and bonds, with a major emphasis on tax efficiency.
Q8: Are there any specific financial products or services mentioned by Creekside Partners, LLC that are worth noting?
A8: Yes, the company mentions 529 College Plans as a popular option for saving for education expenses, and also reviews various types of insurance policies, including annuities and long-term care policies.
A1: The physical address of Creekside Partners, LLC is 775 Baywood Drive, Suite 306, Petaluma CA 94954.
Q2: What type of products or services does Creekside Partners, LLC offer?
A2: Creekside Partners, LLC offers financial management services, including investment management, retirement planning, education planning, insurance planning, and other financial advisory services.
Q3: In what industry is Creekside Partners, LLC primarily operating?
A3: Based on the provided content, it appears that Creekside Partners, LLC operates in the financial services industry, specifically as a fiduciary advisor firm providing wealth management and investment advice to clients.
Q4: What contact information does Creekside Partners, LLC provide for potential clients or investors?
A4: The company provides phone numbers (925) 284-1260 or (707) 769-7820, an email address info@creeksidepartners.com, and a physical address (775 Baywood Drive, Suite 306, Petaluma CA 94954).
Q5: What is the approach of Creekside Partners, LLC in creating financial plans for clients?
A5: According to the provided content, Creekside Partners, LLC takes a cautious and skeptical view of market trends and never tries to chase returns or popular stocks. Instead, they create customized financial plans aligned with each client's goals, risk tolerance, and specific situation.
Q6: What electronic tools does Creekside Partners, LLC use to facilitate communication and document management?
A6: The company uses DocuSign and other electronic tools to make it easy for clients to work with them via digital means.
Q7: What is the focus of Creekside Partners, LLC's investment management services?
A7: The company focuses on creating diversified portfolios based on each client's risk tolerance, including global stocks and bonds, with a major emphasis on tax efficiency.
Q8: Are there any specific financial products or services mentioned by Creekside Partners, LLC that are worth noting?
A8: Yes, the company mentions 529 College Plans as a popular option for saving for education expenses, and also reviews various types of insurance policies, including annuities and long-term care policies.
Customs Data
As a purchaser
As a Supplier
Get the Whole details
Contact
Total found ??? Contacts
All
Boss
Management
Procurement
Other
Get the Whole details
