Kobrin Financial & Insurance Services
4849 Old Redwood Highway, Santa Rosa, CA 95403
Location & Phone number
4849 Old Redwood Hwy, Santa Rosa, CA 95403, United States
About the Business
Kobrin Financial & Insurance Services is a family-owned finance institution located at 4849 Old Redwood Highway, Santa Rosa, California, United States. With over 30 years of experience, we are dedicated to making a difference in the lives of our clients and community. Our mission is to help you and your family feel confident in your financial future as you strive towards life's next phase.
At Kobrin Financial & Insurance Services, we understand the importance of passing on a legacy from one generation to the next. Our team, representing three family generations, is here to help enhance and grow your wealth, as well as protect and preserve the value of your assets. We believe that a well-informed individual will make better financial decisions.
We offer a range of services, including financial planning, investment advisory, and insurance products through AE Wealth Management, LLC. Our goal is to create custom strategies to help you reach your unique retirement goals. Whether you are looking to start a new venture, spend time with your grandchildren, or leave a lasting legacy, we are here to help turn your dreams into realities.
Schedule a meeting with one of our team members today to create your financial strategy. Give us a call at (707) 566-6775 to learn more about how we can help you plan for your financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"Honest caring and excellent communicators. Makes complex information easier to understand in order to make the best decisions."
"Best, most understanding people ever. Knowledgeable and kind! Been with then for years."
"I was hesitant at first but after meeting with Dylan I knew I would be well taken care of. Dylan took the time to explain all of my options in simple terms and was patient with all of my questions. I feel a lot more comfortable with my financial situation and game plan for the future after utilizing Kobrin Financial. I would highly recommend their services to anyone in need of help planning for their financial future. Thank you Dylan!"
"Great experience! Dylan & Sharon are very informative and helpful."
"Our family has three generations working with Kobrin Financial. They have taken great care of us for decades. Knowledgeable. Thoughtful. Professional. I’d give more stars if possible!"
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