TOP 10 Individual tax planning advice in Sonoma, CA
13 results found
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Kathy Crim - State Farm Insurance Agent
● ClosedKathy 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.
170 Farmers Ln #10, Santa Rosa, CA 95405, United States -
Joe Ruppe - State Farm Insurance Agent
● ClosedJoe Ruppe - State Farm Insurance Agent is a reputable insurance agency located at 1103 Sonoma Avenue, Santa Rosa, California, United States. At our institution, we offer valuable tips to help you avoid the dangers of drinking and driving, become a successful landlord, and understand the different types of mortgages available. Our mission is to assist individuals in managing everyday risks, recovering from unexpected events, and achieving their dreams. Please refrain from sharing sensitive personal information on our website for your protection. If you encounter any difficulties with our website, please call (707) 537-3660. State Farm Life Insurance Company provides life insurance and annuities, while State Farm VP Management Corp. offers banking and insurance products. Remember that investing comes with risks, and it's advisable to seek advice from a tax or legal advisor for personalized guidance.
1103 Sonoma Ave, Santa Rosa, CA 95405, United States -
Katie Chase - State Farm Insurance Agent
● ClosedKatie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
772 W Napa St, Sonoma, CA 95476, United States -
H Block
● OpenH Block is a reputable accounting and finance institution located at 915 Country Meadow Lane in Sonoma, California, United States. With a team of experienced professionals, H Block offers a wide range of services including tax preparation, financial planning, and investment management. Clients can trust H Block to provide expert advice and guidance to help them achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial consulting, H Block is dedicated to providing top-notch services tailored to meet your specific needs.
915 Country Meadow Ln, Sonoma, CA 95476, United States -
Jim Schratz & Associates
● OpenJim Schratz & Associates is a reputable financial consulting firm located at 18017 Stanford Court in Sonoma, California. With years of experience in the industry, our team of experts provides top-notch financial advice and solutions to individuals and businesses alike. Whether you need help with retirement planning, investment strategies, or tax planning, we are here to guide you every step of the way. Trust Jim Schratz & Associates to help you achieve your financial goals and secure your future.
18017 Stanford Ct, Sonoma, CA 95476, United States -
Abacus Wealth Partners
● ClosedAbacus 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.
101 S Main St, Sebastopol, CA 95472, United States -
Edward Jones - Financial Advisor: James Wandzilak, CFP®
● OpenEdward Jones - Financial Advisor: James Wandzilak, CFP®, located at 10 Maple Street in Sonoma, California, is a reputable finance institution offering expert financial planning services. With a certified financial planner at the helm, clients can trust in receiving personalized and comprehensive financial advice tailored to their individual needs and goals. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones is dedicated to helping clients achieve financial success and security. Visit us today to start planning for a brighter financial future.
10 Maple St Suite 302, Sonoma, CA 95476, United States -
MEYERS FINANCIAL SERVICES, INC.
● ClosedMeyers Financial Services, Inc. is a reputable finance institution located at 670 West Napa Street in Sonoma, California, United States. With a strong commitment to providing top-notch financial services, Meyers Financial Services, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Meyers Financial Services, Inc. is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
670 W Napa St C, Sonoma, CA 95476, United States -
Thomas W Stubbs Financial Services
● OpenThomas W Stubbs Financial Services is a reputable finance institution located at 18340 California 12 in Sonoma, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Thomas W Stubbs Financial Services is here to provide you with expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
18340 CA-12, Sonoma, CA 95476, United States -
Edward Jones - Financial Advisor: Gary C Scott, CFP®
● ClosedEdward 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.
545 3rd St W, Sonoma, CA 95476, United States -
Edward Jones - Financial Advisor: Dean Stein, AAMS™
● ClosedEdward 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.
10 Maple St Suite 301, Sonoma, CA 95476, United States -
Taxpertise
● ClosedTaxpertise is a leading finance institution located in the heart of Sonoma, California. Our team of expert professionals are dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes with ease and confidence. Whether you need assistance with tax preparation, planning, or resolution, Taxpertise is here to help. Visit us at 450 2nd Street West to experience our unparalleled expertise in tax matters.
450 2nd St W, Sonoma, CA 95476, United States -
Robert L Marek & Co
● OpenRobert L Marek & Co is a reputable accounting and finance institution located in the heart of Sonoma, California. With a prime location at 440 5th Street West, this institution offers top-notch financial services to individuals and businesses alike. The team at Robert L Marek & Co is dedicated to providing expert advice and assistance with all accounting and financial needs. Whether you need help with taxes, budgeting, or financial planning, you can trust Robert L Marek & Co to provide reliable and professional services. Visit their office in Sonoma today to see how they can help you achieve your financial goals.
440 5th St W B, Sonoma, CA 95476, United States
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