Silver Transitions Financial & Insurance Solutions

at 425 Market Street, Suite 1610, San Francisco, 94105 United States

Silver Transitions is a San Francisco Bay Area financial firm serving business owners, executives and families since 1937.


Silver Transitions Financial & Insurance Solutions
425 Market Street, Suite 1610
San Francisco , CA 94105
United States
Contact Phone
P: (415) 839-9640
Website

Description

Since 1937, Silver Transitions has sought to bring clarity, organization, and simplicity to financial legacy planning. We are here to help our clients think about the future of their families, businesses, and estates and help create certainty that they are on the right path. At Silver Transitions, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you. Once your objectives are clear and you have good plans for achieving them, we can help with ongoing implementation, monitoring, and updating as your objectives expand. OUR CLIENTS - Are focused on what they can do for their businesses, families and communities - Have more responsibilities and opportunities than time - Hate to waste time, pay taxes, or just see where life takes them OUR PROMISE - To stay focused on advancing our clients’ most important objectives - To expand our capabilities as the environment and our clients’ goals evolve

Opening time

  • Mondays: 08:00- 17:00
  • Tuesdays: 08:00- 17:00
  • Wednesdays: 08:00- 17:00
  • Thursdays: 08:00- 17:00
  • Fridays: 08:00- 17:00

General Info

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to business planning, succession planning, executive benefits, cash management, tax planning, college funding, retirement planning, and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. Ralph Sklar and Thomas Kanaley are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser. Collectively, these agents are licensed in CA, IL, MA, NV, NY, PA, SC, and UT. As such, these services are strictly intended for individuals residing in the specific states referenced. Ralph Sklar and Thomas Kanaley are Registered Representatives of, and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 425 Market St., San Francisco, CA 94105 (415) 839-9640. No offers may be made or accepted from any resident outside of the specific states referenced. Ralph Sklar, CA Insurance License #0B49193; David Scharff, CA Insurance License #0689910; Thomas J. Kanaley, CA Insurance License #0D07336; and Brian Stewart, CA Insurance License #0F45516, are agents licensed to sell insurance through New York Life Insurance Company and are licensed with various other independent unaffiliated insurance companies in the state of California. They are collectively licensed in CA, IL, MA, NV, NY, PA, SC, and UT. No insurance business may be conducted outside the specific states referenced. Silver Transitions Financial & Insurance Solutions, CA License #0G05781. Ralph Sklar is registered as an investment adviser representative (IAR), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, MA, NV, and NY. As such, these services are strictly intended for individuals residing in the specific state referenced. Ralph Sklar and Thomas J. Kanaley are Member Agents of The Nautilus Group ®, a service of New York Life Insurance Company. Silver Transitions Financial and Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.

Company Rating

"Always treat your employees exactly as you want them to treat your best customer." ~Stephen R. Covey