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TOP 30 Financial planning for families in Sonoma, CA
12 results found
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Edward Jones - Financial Advisor: Gary C Scott, CFP®
Edward Jones - Financial Advisor: Gary C Scott, CFP® is a reputable financial institution located in Sonoma, California. As a Certified Financial Planner, Gary C Scott offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is committed to providing top-tier financial guidance to individuals and families in the Sonoma area. Visit their office at 545 3rd Street West to start planning for a secure financial future today.
Edward Jones - Financial Advisor: Dean Stein, AAMS™
Edward Jones - Financial Advisor: Dean Stein, AAMS™ is a reputable finance institution located at 10 Maple Street in Sonoma, California, United States. Dean Stein, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Dean Stein provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones - Financial Advisor: Dean Stein, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Rebekah Shapiro Gonzalez - State Farm Insurance Agent
Rebekah Shapiro Gonzalez - State Farm Insurance Agent is a well-established insurance agency located at 505 San Marin Drive in Novato, California. With over 20 years of professional experience in California, our team is dedicated to providing personalized service to our neighbors and customers in Marin and Sonoma County. We specialize in various insurance products including Life insurance, Auto insurance, RV insurance, E-Bike insurance, and Motorcycle insurance. Our agency is committed to helping our community thrive by providing access to tools and education to help individuals, families, and businesses achieve their goals. We understand the challenges of saving, paying off debts, and planning for the future in a constantly evolving economy, and we are here to offer guidance and support.
Northpoint Apartments
Northpoint Apartments, located at 2145 Stony Point Road in Santa Rosa, California, offers affordable one-, two-, and three-bedroom apartments with a range of amenities. The apartments feature wall-to-wall carpeting, all-electric kitchens, dishwashers, air-conditioning, ceiling fans, and deck/patio areas. The community also includes a room with a kitchen, laundry facilities, a children's play area, and assigned surface parking. Professional on-site management ensures a comfortable living experience for residents. This development was made possible through a partnership between BRIDGE and the City of Santa Rosa, with 6.16 acres of surplus industrial lands being transformed into high-density multifamily housing. The design and circulation patterns were carefully planned to benefit both residential and commercial tenants within the Northpoint Business Park. Financial partners include Westamerica Bank, Bank of Lake County, Union Bank of California, Santa Rosa Housing Authority, and Federal Home Loan Bank.
Burbank Heights & Orchard Seni
Burbank Heights & Orchard Seni is a senior community located at 7777 Bodega Avenue in Sebastopol, California. This community is specifically designed for individuals aged 62 and over, as well as those with disabilities. Nestled in the heart of wine country, Burbank Orchards offers a peaceful and scenic setting for retirement living. Situated on 16 acres next to Burbank Heights and the Luther Burbank Farm, Burbank Orchards was generously donated by the Burbank Family to provide much-needed affordable housing in Sonoma County. Residents can enjoy hiking trails, lush landscaping, and a close proximity to shopping, medical facilities, and public transit.
Law Offices of Lon D. Lazar
The Law Offices of Lon D. Lazar, located at 6490 Front Street in Forestville, California, is dedicated to serving the Estate Planning, Probate, and Business Law needs of clients in Sonoma County, the Greater Bay Area, and throughout California. Lon Lazar is a strong advocate with a deep knowledge of the law, helping clients navigate through difficult legal processes efficiently and effectively. Estate Planning services offered by Lon Lazar are designed to protect clients and their families from probate and conservatorship proceedings. With a properly funded living trust, clients can ensure seamless control of their assets. Probate services involve the legal process of filing and approving a deceased person's will, supervised by the Court.
Kosbie Trust & Fiduciary Services
Kosbie Trust & Fiduciary Services is a professional fiduciary institution located at 9048 Brooks Road South, Windsor, California, United States. Specializing in providing fiduciary services in the Greater Bay Area, including Marin and Sonoma County, our team is dedicated to protecting the assets, interests, and dignity of every client we serve. As a trusted fiduciary in Santa Rosa, we assist families and individuals in implementing their long-term plans when they are no longer able to do so themselves. Whether serving as trustees for parents and grandparents without available family members, managing Special Needs Trusts for disabled family members, or providing other fiduciary services, we are committed to helping our clients navigate complex financial and legal matters with compassion and integrity.
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.
Chad Allen - State Farm Insurance Agent
Chad Allen - State Farm Insurance Agent is a trusted insurance agency located at 529 Broadway in Sonoma, California, United States. Chad Allen offers customizable coverage plans to help protect what matters most to you, whether it's your family, belongings, or your financial bottom line. With options for safe driving rewards, bundling discounts, and more, Chad Allen can assist you in creating a personalized solution that fits your needs. Specializing in auto insurance, State Farm offers a range of coverage options for drivers in Sonoma, CA, including collision, comprehensive, rental, and rideshare insurance. By combining auto and home policies, customers may be eligible for additional savings. Chad Allen can help you create a Personal Price Plan for your auto insurance quickly and easily.
Abacus Wealth Partners
Abacus Wealth Partners is a finance institution located at 101 South Main Street in Sebastopol, California, United States. Our dedicated team is committed to helping you find peace of mind in your financial life so you can focus on what truly matters. We offer financial planning and investment management services in the Bay Area, working with individuals, families, nonprofits, and foundations both in-person and virtually. Our innovative financial planning process and evidence-based investment strategy have helped countless clients stop worrying about money and fully enjoy life. We combine financial analysis with emotionally intelligent insights to create a comprehensive financial roadmap tailored to your goals and values. Our team provides actionable, values-aligned financial advice to give your money meaning and purpose.
Carson Wealth
Carson Wealth is a finance institution located at 250 Camino Alto, Mill Valley, California, United States. Our office specializes in helping high-net-worth and ultra-high-net-worth individuals, families, and businesses build personalized financial plans and provide investment management, insurance, and risk management services to help them achieve their financial goals. We prioritize our clients throughout the wealth management process, seeking to deeply understand their financial and personal goals in order to create customized solutions that promote financial health. Our services extend to clients in Mill Valley, Tiburon, Belvedere, Ross, Kentfield, Southern Marin, San Francisco, Marin County, Napa County, Sonoma County, Silicon Valley, East Bay areas, as well as throughout California and most other states. With a focus on finding solutions to complex financial issues faced by high-net-worth clients and their families, we offer highly personalized, comprehensive financial planning services. Our advisors are dedicated to helping individuals, families, and businesses navigate the challenges of building wealth and achieving financial success. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a commitment to providing transparent and reliable financial guidance. Our team includes award-winning advisors recognized for their expertise and commitment to client success. For more information about our services and advisors, please visit our website or contact us directly.
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.
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