Our Firm’s Stewardship

We believe in being good stewards as a corporate citizen.

In 2002, we made the move to have less paper in the office and purchased an electronic imaging system. It enabled us to move away from paper to on-screen documentation. In 2011, we accomplished our transition to cloud computing – thereby improving data access and security.

We Save Trees & Reduce Waste

We offer our clients a secure personal website (portal) that:

• Allows Financial Connections Group, Inc. to post documents without printing and mailing them.
• Allows clients to scan and post documents for Financial Connections Group, Inc.
• Allows clients to post their own important documents available via an Internet connection.

We are a Certified Marin County Green Business