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TOP 30 Financial life planning in Petaluma, CA
11 results found
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Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
Julie A Wallace, a financial advisor at Ameriprise Financial Services, LLC, located at 10 Keller Street in Petaluma, California, offers personalized investment and financial planning services. With a focus on your individual goals and risk tolerance, Julie provides recommendations for asset allocation and portfolio management to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. Regular meetings and progress reviews ensure that your financial plan remains aligned with your changing life circumstances. You can easily access your investments and track your progress online, securely and conveniently. By scheduling a complimentary initial consultation, you can learn more about how Julie can assist you in reaching your financial goals. Please note that Julie A Wallace may only conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for your financial needs. Share the opportunity with friends and family to help them achieve their financial goals as well.
Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC
Richard Pitt is a Financial Advisor at Ameriprise Financial Services, LLC located at 755 Baywood Drive, Petaluma, California, United States. Richard holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Richard specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continuing education, Richard is dedicated to helping clients achieve their financial goals.
Kathy Crim - State Farm Insurance Agent
Kathy Crim - State Farm Insurance Agent is a reputable insurance agency located at 170 Farmers Lane in Santa Rosa, California. Situated in the Sunrise Plaza, across from the Montecito Health Club and Flamingo Hotel, our office is easily accessible for all your insurance needs. With 22 years of experience as a State Farm agent, Kathy Crim holds prestigious designations such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). She is also a member of The American College Alumni Association and serves as a Field Development Agent for new State Farm Agents. Kathy has achieved various accolades, including being a Legion of Honor Qualifier and National Convention Qualifier. We proudly serve all of Sonoma County, including Rincon Valley, Bennett Valley, Oakmont, Kenwood, Glen Ellen, Sonoma, Rohnert Park, Petaluma, and Sebastopol. Whether you need insurance for your collectibles, college savings plans, or auto repairs, our knowledgeable team is here to assist you. We prioritize safeguarding your personal information and offer a range of insurance products, including life insurance, annuities, and pet insurance.
Jared Soukup - State Farm Insurance Agent
Jared Soukup - State Farm Insurance Agent is a reputable insurance agency located at 8492 Gravenstein Highway in Cotati, California, United States. Specializing in auto insurance, life insurance, disability, and health supplements, our team of experienced and bilingual representatives is dedicated to serving the Cotati area as well as residents relocating to Petaluma, Santa Rosa, Rohnert Park, Healdsburg, Sonoma, and Sebastopol. We also assist customers moving to Arizona, Oregon, and Idaho locations. As a proud State Farm Agent since 2012, I, Jared Soukup, am a Sonoma County Native and a Cal Poly, San Luis Obispo graduate. National Hobby Month is a time to celebrate the activities that bring joy and relaxation to our lives. In addition to our insurance services, we are passionate about our hobbies, such as building a 1964 Ford dedicated to State Farm, which will be showcased at the Boise Roadster Show in March!
Vista International Insurance Brokers Ltd., LLC
Vista International Insurance Brokers Ltd., LLC is a leading insurance agency located at 1318 Redwood Way in Petaluma, California. As a trusted provider of insurance solutions, Vista International offers a wide range of services to protect individuals, families, and businesses from unexpected financial losses. With a team of experienced brokers and a commitment to exceptional customer service, Vista International Insurance Brokers Ltd., LLC is dedicated to helping clients find the best coverage options tailored to their specific needs. Contact us today to learn more about our comprehensive insurance offerings and how we can help safeguard your future.
Farmers Insurance - Paul Demil
Farmers Insurance - Paul Demil is a trusted insurance agency located at 323 Howard Street in Petaluma, California. With over 28 years of experience in the insurance industry, Paul Demil is dedicated to providing outstanding customer service to residents of Marin and Sonoma counties. Whether you are in need of auto insurance, home insurance, renters insurance, life insurance, commercial insurance, workers compensation, or more, Paul has the knowledge and expertise to help you find the right coverage for your specific needs and budget. By offering online quotes and insurance discounts, Farmers Insurance makes it easy for you to protect your most valuable possessions and investments. Contact Paul Demil today to start building a solid financial plan and secure a safe future for yourself and your loved ones.
Lucey Wealth Advisors LLC
Lucey Wealth Advisors LLC is an insurance agency located at 1129 Industrial Avenue in Petaluma, California, United States. Our team of experienced advisors is dedicated to helping clients navigate the complexities of insurance and financial planning. We offer a range of services to meet the individual needs of each client, including retirement planning, investment management, and risk assessment. With a focus on personalized service and a commitment to excellence, Lucey Wealth Advisors LLC is here to help you secure your financial future.
Farmers Insurance - Mitch White
Farmers Insurance - Mitch White is an insurance agency located at 1129 Industrial Avenue, Petaluma, California, United States. With over 30 years of experience serving the Petaluma community, Mitch White and his team are dedicated to helping customers find the best insurance coverage for their needs. They pride themselves on being educators, ensuring that clients understand the importance of their coverage for themselves, their families, and their goals. Whether you need auto, home, life, renters, business, or condo insurance, Farmers Insurance - Mitch White is a one-stop shop for all your insurance needs. Additionally, they offer financial services to help you plan for a secure future. Contact them today for a personalized insurance quote and start protecting what matters most to you.
Farmers Insurance - Adam Lee
Farmers Insurance - Adam Lee is an insurance agency located at 775 Baywood Drive, Petaluma, California, United States. As your local Farmers® agent, Adam Lee helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Adam Lee has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect your assets in case of disaster. From comprehensive coverage to medical payments, Adam Lee can help you navigate the complexities of insurance. Contact Adam Lee for a personalized insurance quote and learn about discounts that can help you save money. Protect your most valuable possessions with home insurance, and ensure financial support for your loved ones with life insurance. For renters, condo owners, and small business owners, Adam Lee can customize an insurance package to reduce risk and protect your investments. Additionally, Farmers Insurance offers financial services to help you build a solid financial plan for a secure future. Contact Adam Lee today for an appointment and start planning for your financial goals.
Farmers Insurance - Robert Roland
Farmers Insurance - Robert Roland is an insurance agency located at 775 Baywood Drive, Petaluma, California, United States. As a local Farmers® agent in Petaluma, CA, Robert Roland helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Robert is knowledgeable and experienced to help customers understand their coverage options. Robert can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Customers can get started with an online auto insurance quote and explore insurance discounts to save money. For homeowners, Farmers® has been providing insurance products for over 80 years, offering competitive rates with multi-line insurance discounts. Robert can help customers protect their most valuable possession with a home insurance quote. Life insurance policies can be reviewed and updated to provide financial support for loved ones. Renters insurance is also available to protect personal belongings in case of fire or other covered causes of loss.
Burleson + Company
Burleson Company is a finance institution located at 201 1st Street in Petaluma, California, United States. Our mission is to help individuals and organizations achieve financial peace of mind by providing clear, actionable advice tailored to their unique goals and values. We specialize in helping busy executives, business owners, and families navigate complex financial challenges, such as tax planning, investment strategies, estate planning, and retirement income. As an independent Registered Investment Advisor, we prioritize our clients' best interests and values when selecting investments. Our team takes a collaborative approach to wealth management, working closely with clients to optimize their income, budget, and investments. Whether you are facing a career change, divorce, or retirement, we are here to help you navigate life transitions and achieve your financial goals. Contact us today to start your journey towards financial freedom and peace of mind.
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