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TOP 30 Financial decisions in Sonoma, CA
13 results found
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Aimee Matthews - Associate Financial Advisor, Ameriprise Financial Services, LLC
Aimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.
Edward Jones - Financial Advisor: Lindsey Stone, AAMS™
Edward Jones - Financial Advisor: Lindsey Stone, AAMS™ is a trusted financial institution located at 463 2nd Street West in Sonoma, California, United States. Lindsey Stone, a knowledgeable Accredited Asset Management Specialist, provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Lindsey Stone and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.
Andy Esquivel - State Farm Insurance Agent
Andy Esquivel - State Farm Insurance Agent is a top-rated insurance agency located at 637 Healdsburg Avenue in Healdsburg, California. Voted as the Top Insurance Agent in the Healdsburg Tribune 2023 Survey, Andy Esquivel's team has been serving the community since 1999. They offer a wide range of insurance products including auto, life, and financial services to customers in Healdsburg, Geyserville, Cloverdale, Windsor, Santa Rosa, and throughout Sonoma County. The team at Andy Esquivel's office is bilingual in Spanish and English, with over 70 years of combined State Farm experience. They are dedicated to helping customers make informed decisions about their insurance needs, whether it's for personal or business coverage. The agency sponsors local events and charities, showing their commitment to giving back to the community.
Carmel Curiel Larios - State Farm Insurance Agent
Carmel Curiel Larios - State Farm Insurance Agent is a trusted insurance agency located at 1260 North Dutton Avenue in Santa Rosa, California. Our office is conveniently located next to the Santa Rosa Community Health Clinic, making it easily accessible for our clients. We have over 20 years of experience serving the insurance needs of Santa Rosa and Sonoma County residents. At our agency, we specialize in writing Auto insurance, Life insurance, and Health insurance policies. While we are not currently able to write Renters, Home, Condo, or Business insurance in California, we are dedicated to providing excellent service and expertise in the insurance industry. Our team is passionate about the well-being of our community and we strive to keep our customers informed about current risk and financial management practices.
Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 977 Stony Point Road in Santa Rosa, California. We offer car title loans to residents of Santa Rosa, providing fast and secure cash loans based on the value of your car and your ability to repay. You can apply for a loan online or by phone, and depending on your car's worth, you could receive up to $50,000. Our branch and registration center on College Ave. has been serving the community since November 2018, offering unparalleled customer service to all our customers. Santa Rosa, known as the County Seat of Sonoma County, has a rich history in California wine production and was influenced by the California Gold Rush. Montana Capital Car Title Loans in Santa Rosa understands the need for instant cash, regardless of your credit score. We respect your privacy and won't ask why you need the money. Once your application is approved, the money is yours to use for any reason. You can keep your car during the loan repayment period, making the process convenient and hassle-free.
Gullotta Law Group
At Gullotta Law Group, located in Sonoma, California, our focus is on creating estate plans that are uniquely tailored to your life, needs, and goals. Attorney Gullotta will work closely with you to understand your wishes and goals, translating them into legally binding estate planning documents. With our helpful support staff, you will receive assistance throughout the entire process. One important aspect of estate planning is creating an advanced health care directive, which outlines your end-of-life care in the event of serious illness or incapacity. This directive allows you to choose a trusted person to make health care decisions on your behalf, alleviating potential burdens on your family members. It's important to update your directive as your circumstances change, ensuring peace of mind in case of unexpected accidents or illnesses.
Exchange Bank
Exchange Bank, located at 590-A East Cotati Avenue in Cotati, California, is a trusted institution offering a range of financial services including ATM access, personal banking, and online banking. With a history spanning over 133 years, Exchange Bank is committed to supporting the local community and businesses. From helping customers achieve their financial goals to providing convenient online and mobile banking options, Exchange Bank is here to assist every step of the way. With 17 locations throughout Sonoma County and access to 55,000 Allpoint ATMs worldwide, customers can easily manage their finances wherever they go. Additionally, Exchange Bank values transparency and customer satisfaction, ensuring that all users are aware of any fees or limitations associated with their services. By choosing Exchange Bank, customers can feel confident in their financial decisions and trust in the institution's commitment to their success.
Ghirardo CPA
Ghirardo CPA is a reputable tax, accounting, and business services firm located at 7200 Redwood Boulevard in Novato, California. Serving individuals and closely held businesses in Marin, Sonoma, Napa, and the San Francisco Bay Area, Ghirardo CPA was founded in 1990 and is home to a team of skilled finance and accounting professionals with various specialties. The institution offers a wide range of services including tax preparation, wealth planning, auditing, accounting, and business consulting. With a commitment to client satisfaction and success, Ghirardo CPA has built long-term relationships with clients who appreciate their caring attitude, technical competence, and dedication. Recognized as one of the top 500 businesses in the North Bay, Ghirardo CPA has received this honor sixteen times, showcasing their consistent excellence in the industry. Clients in Marin County, Sonoma County, Napa County, San Francisco, and the SF Bay Area rely on Ghirardo CPA for expert financial guidance and personalized service. Trustworthy and reliable, Ghirardo CPA is dedicated to helping clients make informed financial decisions with confidence.
Bank of America Private Client Advisor Jason M Foster
Bank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
Bickford Investment Management Services
Bickford Investment Management Services is a reputable finance institution located at 600 6th Street East in Sonoma, California, United States. With a team of experienced financial professionals, they offer a wide range of investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or create a diversified investment portfolio, Bickford Investment Management Services is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, they are committed to helping you make informed financial decisions and secure a prosperous future.
H&R Block
H&R Block is a well-established accounting and finance institution located at 4300 Sonoma Boulevard in Vallejo, California, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they make informed decisions that maximize their financial well-being. Whether you need assistance with tax preparation, financial planning, or other accounting services, H&R Block is committed to providing personalized solutions tailored to your specific needs.
Ronin Crosier Bookkeeping
Ronin Crosier Bookkeeping is a reputable accounting and finance institution located at 18462 Happy Lane in Sonoma, California, United States. With a team of experienced professionals, we offer a wide range of bookkeeping services to help businesses manage their finances effectively. Our goal is to provide accurate and reliable financial information to assist our clients in making informed decisions for their businesses. Whether you are a small business owner or a large corporation, Ronin Crosier Bookkeeping is here to help you navigate the complexities of financial management. Contact us today to learn more about our services and how we can support your financial needs.
Premier Business Services
Premier Business Services is a leading accounting and finance institution located at 1051 Broadway in Sonoma, California. With a team of experienced professionals, we offer a wide range of services to help businesses manage their financial assets and make informed decisions. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Trust Premier Business Services to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take your business to the next level.
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List of businesses, places and services in California
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