3 Best Financial Services in Santa Rosa, CA

I recently went through a major life changing event. I called up the office and asked Sharon for help and advice. She was almost on her way out the door to volunteer in Africa. Dylon practically held my hand pulling all the paperwork together and making phone calls for me while handling all the details of what I felt were complex and overwhelming transactions. Sharon has called me to follow up on investment choices once the paperwork was complete. Everyone in this office has been so kind including Angela with her sweet voice answering the phone and Katherine setting up accounts and beneficiaries. And those sweet doggies who greet you. Can’t forget to mention they helped me set up a trust with an attorney and all the legalities that involved. I feel like I am in very good hands and treated almost like a member of their family. Thank you Kobrin Financial.

I have been with Kobrin Financial for over 15 years.. They are the best ! Trustworthy , kind wonderful, and most of all knowledgeable .. They take care of you in the best way, for what you need. This is a family business ,passed down from father daughter, grandson. They make you feel like you are part of the family.. I trust All of them, with. My finances ,and I refer my family and friends .. theBest.

Kobrin Financial has been guiding me and my family for years. They have helped me prepare for my financial future and I’m excited to retire successfully. The Kobrin family is the best.

I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.

Mark is up front, honest, and cares about doing the best for his clients! He really listens to your concerns and how you want to invest. Mark gives sound advice based on the market and your personal situation. I highly recommend using Mark as your financial advisor.

I’ve worked with Mark for a number of years. He’s great. I like that he truly cares about me and my family and is always making sure that we are going to be okay.