TOP 30 Industry financial planning in Sonoma, California

11 results found

Eddie Sandoval - State Farm Insurance Agent is a well-established insurance agency located at 2780 Stony Point Road in Santa Rosa, California. With 26 years of experience in the insurance industry, Eddie Sandoval is dedicated to serving the residents of Sonoma County. Specializing in Auto, Home, Life, and Business insurance, Eddie and his team cater to the specific needs of individuals and families in the area. As a long-time resident of Sonoma County, Eddie is deeply rooted in the community and actively involved in supporting local organizations. He is a member of the Sonoma County Hispanic Chamber of Commerce and takes pride in serving the diverse population of the county. The office has a Spanish-speaking staff to better assist Spanish-speaking customers.

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.

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.

Gary Short State Farm Insurance is a trusted insurance agency located at 1425 Market Lane in Dixon, California, United States. Just one block West of Pitt School Rd. and across the street from Dutch Bros, we have been proudly representing State Farm since 1993. With deep roots in the Dixon community spanning over 90 years, we offer personalized Insurance and Financial Services tailored to meet your needs. Our experienced team holds Graduate Studies in Insurance and Financial Services, as well as a Bachelor of Arts degree from Sonoma State University. With backgrounds as former State Farm Claims Representatives, Supervisors, and Disaster Claims Team Leaders, we have a comprehensive understanding of the insurance industry. We also offer a wide range of products from State Farm, including Life Insurance, Income Replacement Insurance, Supplemental Medi-Care, Health Insurance, Home and Renters Insurance, and coverage for automobiles, motorcycles, boats, and recreational vehicles.

Katie 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.

Jim 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.

A Aaron Associates is a reputable accounting and finance institution located at 2414 Sonoma Boulevard in Vallejo, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, A Aaron Associates is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

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.

Joy M Parker CPA Inc is a reputable accounting and finance institution located at 4627 Sonoma Highway in Santa Rosa, California, United States. With years of experience in the industry, they provide top-notch services to individuals and businesses in need of financial assistance. Their team of certified public accountants is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Joy M Parker CPA Inc is the go-to institution for all your accounting needs.

Eckhoff and Company is a reputable accounting and finance institution located at 1055 Broadway in Sonoma, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Eckhoff and Company for all your accounting and financial needs.

Welcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.