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3 Best Financial Services in Santa Rosa, CA

Expert recommended Top 3 Financial Services in Santa Rosa, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

MARK P DUNN

1151 Yulupa Avenue, Santa Rosa, CA 95405 Directions

Since 2014

Here’s The Deal:
Mark P Dunn is a financial advisor at Edward Jones, who holds the Chartered Financial Consultant (ChFC) designation through The American College For Financial Services. He first spends time learning your goals and spending the time understanding your situation in detail. Mark P Dunn needs to know what matters most to you before helping you develop strategies to help achieve your financial goals. Edward Jones' financial advisors utilize an organized method to build personal strategies to help you attain your goals. They will partner together throughout your life to help keep you on track. Contact them to request an appointment.

SPECIALTY:
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

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edwardjones.com/financial...

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Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

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SCARBROUGH FINANCIAL GROUP, LLC

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

Since 2000

Here’s The Deal:
Scarbrough Financial Group, LLC optimizes investment and planning outcomes in partnership with individuals and their families. The firm helps you build a solid financial future that includes a stable retirement, solid investments that offer you the flexibility to live life independently, and the confidence for planning wealth transfer to coming generations. Scarbrough Financial Group, LLC specializes in designing strategies that address complex wealth management issues, such as reducing tax implications and efficiently controlling the destination and purpose of your wealth. Their long-standing relationships reflect the quality and integrity of their practice. They primarily serve clients in the Western United States, with offices in San Rafael and the Walnut Creek region.

SPECIALTY:
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

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scarbroughfinancial.com

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

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DOUBLE EAGLE FINANCIAL

2300 Bethards Drive, # R, Santa Rosa, CA 95405 Directions

Since 1981

Here’s The Deal:
Double Eagle Financial is a financial planning-only Registered Investment Advisor focused on total financial advice. Their team approach provides a lifetime strategy based on knowing client objectives and all financial details. Their vision for clients is for them to achieve Wealth Mastery and Create a Life of Significance. They maintain an extensive professional referral network to provide clients with the appropriate advisor for different situations. They bridge the gap between dreams and reality with personal service, coaching, and their valuable resources.

SPECIALTY:
Tax Planning, Estate Plan, Retirement Planning, Family & Business Succession Planning

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