TOP 30 Financial goals in Cotati, California

5 results found

Edward Jones - Financial Advisor: Krista Neary is a reputable finance institution located at 574 East Cotati Avenue in Cotati, California. Krista Neary, a dedicated and experienced financial advisor, provides personalized financial planning services to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Krista Neary can help create a customized financial plan tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Krista Neary is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Kendra Cochran - State Farm Insurance Agent is an insurance agency located at 90 Sycamore Lane in Petaluma, California, United States. Our team is dedicated to understanding your specific insurance needs and providing coverage that fits. We are licensed in California, Nevada, Oregon, and Arizona for personal and business insurance. Our services include fire and auto insurance quotes in Nevada, Oregon, and Arizona, as well as liability umbrella, homeowners, renters, rental dwellings, condos, personal articles policies, business liability, and more. We prioritize excellent customer service and are available for in-person and virtual consultations for insurance and financial services reviews. Our office mascot, PonyBoy the Mastiff, welcomes walk-ins, and we are available 24/7 for your convenience. Our goal is to provide exceptional service and ensure your insurance coverage meets your needs. Contact us for auto insurance, life insurance, disability, FEMA flood policies, pet insurance through Trupanion, business auto insurance, specialty lines for businesses, and more. We serve customers in California, including Petaluma, Santa Rosa, Novato, Cotati, and surrounding areas. Our team is committed to protecting you and what matters most to you.

Windows Health Clinic is an innovative mental health care institution located at 7 Page Street in Cotati, California. Our clinic offers a range of services aimed at providing individuals with the tools they need to navigate the challenges of life. From psychotherapy to medication management, we are dedicated to helping our clients unlock their potential for health and wellness. At Windows Health Clinic, we believe in a holistic approach to mental health care. Our team of highly skilled clinicians is committed to providing affordable and accessible individual therapy services. We accept various insurance providers, including Aetna, Blue Shield, United Healthcare, CIGNA, and more. Additionally, we can provide a superbill for submission to insurance companies for reimbursement.

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.

Welcome to the Redwood Credit Union ATM, conveniently located at 1801 East Cotati Avenue, Rohnert Park, California 94928. As a trusted financial partner for many local businesses and residents, we pride ourselves on offering a wide range of products and services tailored to meet your unique financial needs. At RCU, we believe in supporting you on your financial journey every step of the way, helping you love where you bank. Discover why over 400,000 of your friends, family, and neighbors trust Redwood Credit Union. We offer competitive mortgage products, easy phone banking, and excellent online services. Our annual shred and e-waste collection events are back, providing valuable services to our community. Additionally, qualified homebuyers can benefit from our $2,500 down payment assistance, making your dream home more accessible.