Here’s The Deal: Kobrin Financial & Insurance Services is a family-owned financial consultancy in Santa Rosa, CA. Sharon Kobrin Evans is the firm's owner and president, dedicated to assisting clients and their families in working toward more confident financial futures by crafting structured yet personalized retirement strategies. The mission of the Kobrin Financial & Insurance Services team is to enhance and grow your wealth, as well as protect and preserve the value of your assets. Comprising qualified financial professionals passionate about aiding individuals and families in achieving their ideal retirements, they ensure your financial strategy reflects your aspirations, putting you, your family, and your future in capable hands. With over 30 years of experience, they have made a difference by truly understanding the hopes, dreams, and concerns of the people they proudly serve, developing tailored strategies for each individual's unique situation. At Kobrin Financial & Insurance Services, clients don't just join a firm; they become part of the family.
3 Best Financial Services in Santa Rosa, CA
Expert recommended Top 3 Financial Services in Santa Rosa, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 KOBRIN FINANCIAL & INSURANCE SERVICES REVIEWS
I was hesitant at first but after meeting with Dylan I knew I would be well taken care of. Dylan took the time to explain all of my options in simple terms and was patient with all of my questions. I feel a lot more comfortable with my financial situation and game plan for the future after utilizing Kobrin Financial. I would highly recommend their services to anyone in need of help planning for their financial future. Thank you Dylan.
Our family has three generations working with Kobrin Financial. They have taken great care of us for decades. Knowledgeable. Thoughtful. Professional. I’d give more stars if possible.
Great working with Sharon, Dylan and the rest of the staff! They really know their stuff and are always eager to help.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![CHARLES SCHWAB Santa Rosa Financial Services CHARLES SCHWAB Santa Rosa Financial Services](https://threebestrated.com/images/CHARLESSCHWAB-SantaRosa-CA.jpeg)
Here’s The Deal: Charles Schwab is a leading financial planner in Santa Rosa, California. Patrick Bentivegna serves as the firm's vice president and Senior Financial Consultant. With designations as an Accredited Asset Management Specialist and Accredited Wealth Management Advisor, along with holding Series 4, 7, 9, 10, 63, and 66 Securities Licenses, as well as a Life & Variable Annuity Insurance License in CA, Patrick brings a wealth of expertise to his role. He completed his BS in Business Finance at California State University, Chico. At the Santa Rosa branch, you'll find friendly, personalized assistance from an experienced team. You'll also gain access to expertise, specialists, and insights tailored to help you achieve your specific goals. Working with one of their financial consultants ensures partnering with someone motivated by an authentic desire to help and possessing comprehensive knowledge. The team at Charles Schwab is dedicated to providing clear, honest answers to any questions you may have. Additionally, they offer workshops to their clients, further demonstrating their commitment to client education and empowerment.
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TOP 3 CHARLES SCHWAB REVIEWS
The last few months, I have been working with Zack Swad at the Santa Rosa Charles Schwab office, and his assistance and advice on Retirement Planning, Risk Assessment and Asset Protection have been invaluable in planning for my financial future. His services have been extremely educational and useful in my future financial planning. I never felt any pressure to purchase other Charles Schwab's services, but I have come to realize the utility of some of the offered services and will be seeking those in the near future. Zack was very thorough in learning about me and my financial goals. He took the time to utilize that knowledge in the most financially beneficial way for me. I would highly recommend him.
For years I kept getting emails saying that a Schwab consultant would work with me and I ignored them. A few months ago I was making major decisions and decided to give it a try. Wow, was that the right thing to do. Zach Swad has been amazing. He took the time to understand what we wanted and helped build a plan that allowed us to achieve our goals. After that he helped us find a partner organization that could help us manage our finances. Making that call was a very good decision.
I transferred all my investments from another management firm a few years ago because of minimal response from the manager. Years later, I'm still so happy with that decision! Zack S. has been there every step of the way and my investments take care of themselves. We have at least an annual talk and when I do have extra questions, they're answered quickly and completely. I moved out of the area a few years ago and have been successfully working with Zack S. to take care of my investments via email and calls. Thank you, it's one less thing to worry about.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Michelle Roxanne Martin - Primerica Santa Rosa Financial Services Michelle Roxanne Martin - Primerica Santa Rosa Financial Services](https://threebestrated.com/images/MichelleRoxanneMartinPrimerica-SantaRosa-CA.jpeg)
Here’s The Deal: Michelle Martin is the registered Regional Vice-President at Primerica in Santa Rosa, California. She became a Primerica Financial Representative because she wanted to help her neighbors, the residents of Santa Rosa, and the surrounding communities with their financial and life goals with a personalized investment strategy. Michelle Martin's highest priority is to create value and peace of mind for her clients. Whether you are interested in financial services, investment services, or term life insurance, she and her team can help you find the financial solutions that meet your needs. They pride themselves on providing excellent customer service to everyone who enters their office. They strive to treat each customer the way they would want to be treated – with respect and integrity. The team welcomes Santa Rosa residents to call or visit their office to see how they can help them achieve their financial goals and dreams.
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TOP 3 MICHELLE ROXANNE MARTIN - PRIMERICA REVIEWS
Michelle has worked with me for several months now dealing with some unusual transactions, but has been a rockstar throughout the whole process. Can't recommend highly enough, always quick to respond to messages, and when she doesn't know the answer to stuff herself has shown a wealth of connections to others who have been able to assist us. I look forward to continuing to work with her.
I am sooo glad I met Michelle. It’s such a relief to find someone I can trust and turn to for help. She has provided great advice and support. She is very available and I feel that she really cares about people and is very genuine about helping them. I highly recommend her.
Michelle and her team at Priamerica have helped us come a long way in planning for retirement in a short time. Her experience, and thoughtful planning for our family has been priceless She and her team are excellent with communication and keeping this family train rolling. Highly recommend to all our family and friends.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.