BEST RATED » SANTA ROSA CA » FINANCIAL SERVICES

Best Financial Services in Santa Rosa

Handpicked Top 3 Financial Services in Santa Rosa, California. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

MARK P DUNN

1151 Yulupa Avenue, Santa Rosa, CA 95405

Since 2014

EDWARD JONES - Annuities, Retirement Income and Savings Strategies, Business Retirement Plans, Financial and 401K Planning, Traditional and Roth IRA, Estate Strategies, Legacy Planning, Insurance & College Savings

Focuses on asset management strategies ● Offers stocks, bonds, mutual funds, ETFs and the different ways to invest ● Their goal is to be sure you understand everything completely and feel comfortable that you’re on track to achieve your goal

mark.dunn@edwardjones.com

edwardjones.com/financial...

Reviews

Mon - Fri 8:30 am - 4:30 pm
Sat & Sun By Appointment Only

TBR® Inspection Report

SCARBROUGH FINANCIAL GROUP, LLC

3554 Round Barn Boulevard, Suite 205, Santa Rosa, CA 95403

Since 2000

Wealth Accumulation, Estate, Tax, Retirement and Financial Planning, Wealth Transfer, Philanthropy, Sustainable Income, Portfolio Construction, Balanced Investment Strategies, Life Insurance Policy Selection and Design, Account Administration, Employee & Executive Compensation

Serves also in San Rafael and Walnut Creek ● Provides their personal customized approach to money management incorporates efficiencies introduced by recent technology ● They optimize investment and planning outcomes in partnership with individuals and their families

info@scarbroughfinancial.com

scarbroughfinancial.com

Reviews

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

KOBRIN FINANCIAL & INSURANCE SERVICES

190 Wikiup Drive, Santa Rosa, CA 95403

Since 2006

Wealth and Portfolio Management, Annuities, Investments, Asset Protection, Life Insurance, Tax-Efficient Strategies, Medicare Planning, Social Security, Long-Term Care, Charitable Giving, Qualified Plan Rollovers, Trusts & Lifetime Income Streams

Specializes in retirement and estate planning ● Free consultations ● They can help your financial strategy reflect that so you, your family and your future ● Offers financial consulting services by using a holistic approach to legacy planning

Schedule an Appointment

info@canyouretire.com

canyouretire.com

Reviews

Mon - Thu 8:30 am - 5:30 pm
Fri - Sun Closed

TBR® Inspection Report