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TOP 30 Company sale consulting in Santa Rosa, CA
4 results found
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Zepponi & Company
Zepponi & Company is a leading financial institution located at 200 4th Street in Santa Rosa, California, United States. With a strong reputation for providing top-notch financial services, Zepponi & Company offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zepponi & Company is committed to delivering exceptional service and results.
Coldwell Banker Realty - Petaluma
Coldwell Banker Realty in Petaluma, California is a premier real estate agency located at 165 1st Street. Serving the communities of Petaluma, Cotati, Penngrove, Rohnert Park, Santa Rosa, Windsor, Sebastopol, Sonoma, Vallejo, Napa, Novato, and San Rafael, our team of over 70 talented Independent Sales Associates are dedicated to helping you find your dream home in the North Bay area. With a focus on giving back to the community, our Independent Sales Associates are actively involved in various local organizations such as Habitat for Humanity, the DARE program, Petaluma People Service, and more. We take pride in participating in events like Christmas for Kids and our local hometown parade.
Bressick Sanford Insurance
Bressick Sanford Insurance is an insurance agency located at 321 College Avenue in Santa Rosa, California, United States. Money can be personal and emotional, but it doesn't have to be scary. Understanding the connection between your day-to-day finances and emotions can help you take control of your financial situation. Whether you have a surprise fund or not, we can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be intimidating - we offer tips and tricks to help even beginners get started. For newly married couples, the decision of whether or not to combine finances is a big one. We can help you consider all factors before making a decision. Divorce is a reality for many couples, and we can provide guidance on how to approach your finances during this emotionally challenging time.
Sanford Eric Bressick, Financial Advisor - Eagle Strategies
Sanford Eric Bressick, Financial Advisor at Eagle Strategies, located at 321 West College Avenue in Santa Rosa, California, provides personalized financial services to help individuals navigate their finances with confidence. Understanding the emotional connection to money, Sanford offers guidance on budgeting, preparing for surprise expenses, and making financial decisions as a couple, including during divorce. Licensed to sell insurance through New York Life Insurance Company and other independent companies, Sanford also offers securities products through NYLIFE Securities LLC. As a Financial Adviser with Eagle Strategies LLC, he provides advisory services in multiple states. Recognized for his excellence in life insurance sales by the Million Dollar Round Table, Sanford prioritizes a thoughtful approach to financial planning. Please consult a professional for tax, legal, or accounting advice before making any decisions.
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