Investment advisor near me in Santa Rosa, California
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Mathew P Schweifler, Financial Advisor
● ClosedMathew P Schweifler, Financial Advisor is a reputable finance and insurance agency located at 100 E Street in Santa Rosa, California, United States. With years of experience in the financial industry, Mathew P Schweifler offers expert advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or protect your assets, Mathew P Schweifler can provide you with the guidance and support you need. Trustworthy, reliable, and dedicated to client satisfaction, Mathew P Schweifler, Financial Advisor is your go-to destination for all your financial needs.
100 E St #207, Santa Rosa, CA 95404, United States -
Graystone Consulting - Santa Rosa - Morgan Stanley
● OpenGraystone Consulting in Santa Rosa, a division of Morgan Stanley, is a leading finance institution located at 3562 Round Barn Circle in Santa Rosa, California. With a focus on providing comprehensive wealth management solutions, our team of experienced professionals works closely with clients to develop personalized investment strategies that align with their financial goals and objectives. From retirement planning to estate management, we offer a wide range of services to help clients achieve long-term financial success. Contact us today to learn more about how Graystone Consulting can help you secure your financial future.
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. With a team of experienced and knowledgeable financial advisors, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, Morgan Stanley Financial Advisors can provide personalized solutions to meet your needs. Trust in their expertise and dedication to help you navigate the complexities of the financial world.
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, United States -
Censia Wealth Advisors
● ClosedCensia Wealth Advisors is a leading finance institution located at 5213 El Mercado Parkway in Santa Rosa, California, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Censia Wealth Advisors offers tailored solutions to meet your needs. Contact us today to schedule a consultation and start building a secure financial future.
5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, United States -
Sonoma County Wealth Advisors
● ClosedSonoma County Wealth Advisors is a leading finance institution located at 884 3rd Street in Santa Rosa, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Sonoma County Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future.
884 3rd St Suite A, Santa Rosa, CA 95404, United States -
JW Financial Advisors LLC
● ClosedJW Financial Advisors LLC is a finance institution located at 5656 Wild View Way, Santa Rosa, California, United States. Our team helps families and small business owners align their dreams and goals with practical reality. We assist in identifying life goals, translating them into financial goals, creating a financial plan to meet those goals, and providing guidance to stay on track until goals are accomplished. When choosing a financial planner, it can be overwhelming with conflicting advice and numerous investment choices. JW Financial Advisors is a local Santa Rosa firm that is required by law to prioritize your interests. John Kamola, the founder, is a CERTIFIED FINANCIAL PLANNER™ with an MBA in Finance and is dedicated to his clients' best interests.
5656 Wild Vw Wy, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Clarence Souza
● ClosedMerrill Lynch Financial Advisor Clarence Souza is a trusted finance institution located at 90 South E Street, Santa Rosa, California, United States. Clarence Souza has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2013. He focuses on developing and implementing personalized financial strategies to help clients meet their unique goals. With a background in Economics and Financial and Tax Planning, Clarence holds the CERTIFIED FINANCIAL PLANNER™ certification and is a qualified Portfolio Manager. He works closely with clients, their attorneys, accountants, and other advisors to coordinate their financial and legacy approach. Clarence believes in building strong client relationships based on trust and personalized service, and utilizes the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. By understanding clients' aspirations and financial situations, Clarence helps them pursue their financial goals while managing investment risk. With access to the resources of Merrill and Bank of America, he can help address clients' financial needs and adapt their approach as their life and goals change. Whether planning for retirement, education, or wealth transfer, Clarence is dedicated to helping clients achieve their financial goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Retirement Investment Specialists
● OpenRetirement Investment Specialists is a leading finance institution located at 1120 College Avenue in Santa Rosa, California, United States. Our team of experts is dedicated to helping individuals plan and manage their investments to achieve their retirement goals. With personalized guidance and tailored strategies, we strive to provide our clients with the tools and knowledge they need to secure their financial future. Whether you are just starting to save for retirement or looking to optimize your existing portfolio, Retirement Investment Specialists is here to help you every step of the way. Trust us to be your partner in planning for a comfortable and secure retirement.
1120 College Ave, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor James M Below
● ClosedMerrill Lynch Financial Advisor James M Below, located at 90 South E Street, Santa Rosa, California, United States, has been assisting individuals and small businesses in managing their wealth since 1985. With a focus on retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans, Mr. Below holds several prestigious designations in the field. He is also a Retirement Benefit Consultant and Portfolio Manager, dedicated to helping clients achieve their financial goals. By utilizing the global resources of Merrill, Mr. Below and his team provide personalized service and build strong client relationships based on trust. Through conversations and personalized plans, they help clients navigate life changes and market fluctuations to pursue their aspirations. With a commitment to understanding each client's unique needs and priorities, Mr. Below offers customized investment strategies and comprehensive financial solutions. As a Merrill Lynch Wealth Management Advisor, he is dedicated to helping clients live their best financial lives and achieve their goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Nicholas Nicholson
● ClosedMerrill Lynch Financial Advisor Nicholas Nicholson is a dedicated finance institution located at 90 South E Street, Santa Rosa, California, United States. As an accessible, knowledgeable, and experienced financial advisor, Nicholas Nicholson is committed to building and maintaining a strong relationship with clients. Specializing in personalized financial planning, Nicholas offers the Merrill Personal Wealth Analysis™ to create a tailored plan based on individual goals and aspirations. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. By understanding each client's unique needs and aspirations, Nicholas helps design and implement personalized financial plans to help manage investment risk and pursue financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address various financial needs.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Bruce B Tonascia
● ClosedMerrill Lynch Financial Advisor Bruce B Tonascia is a reputable finance institution located at 90 South E Street in Santa Rosa, California, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and professionalism of Bruce B Tonascia and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Bruce B Tonascia is dedicated to helping you achieve your financial goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Bell Investment Advisors
● ClosedBell Investment Advisors is a renowned finance institution located at 131-A Stony Circle in Santa Rosa, California, United States. With a team of experienced and knowledgeable advisors, Bell Investment Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial plan, Bell Investment Advisors is dedicated to providing personalized and professional guidance every step of the way. Trust in Bell Investment Advisors to help you secure your financial future.
131-A Stony Cir #500, Santa Rosa, CA 95401, United States -
Trellis Wealth Advisors LLC
● ClosedTrellis Wealth Advisors LLC is a finance institution located at 1135 Santa Rosa Street in San Luis Obispo, California, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, we offer comprehensive financial planning, investment management, and retirement planning services. Trust Trellis Wealth Advisors LLC to guide you towards a secure financial future.
1135 Santa Rosa St #310, San Luis Obispo, CA 93401, United States -
Kelly Grant, Financial Advisor - Willowtree Financial & Insurance Services
● OpenKelly Grant, Financial Advisor at Willowtree Financial & Insurance Services, located in Santa Rosa, California, offers robust financial services designed to protect all aspects of your life, including your business, family, retirement, and legacy. The willow tree symbolizes protection and flexibility, much like the services provided by Kelly Grant. With a focus on preparing for the unexpected, Kelly and her team help clients navigate through various financial challenges, including chronic illnesses and long-term care events. As an agent for New York Life Insurance Company, Kelly offers life insurance, fixed annuities, and long-term care insurance. With a Retirement Income Certified Professional designation, Kelly provides investment advisory services through Eagle Strategies, LLC. Whether you need help with budgeting for college, planning for retirement, or creating unique employee benefits, Kelly Grant can assist you in achieving your financial goals. From life insurance to disability insurance to succession strategies for business owners, Kelly Grant offers a wide range of products and services to help you protect your assets and secure your financial future. Contact Kelly Grant at Willowtree Financial & Insurance Services to start planning for a more secure tomorrow.
149 Stony Cir Suite 200, Santa Rosa, CA 95401, United States -
Edward Jones - Financial Advisor: Elliot Sandvig, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Elliot Sandvig, CFP®|AAMS™ is a reputable finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. With a focus on providing personalized financial planning and investment advice, Elliot Sandvig, a certified financial planner and accredited asset management specialist, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3562 Round Barn Cir Suite 212, Santa Rosa, CA 95403, United States -
Smith Davis Group - Morgan Stanley Financial Advisors
● OpenSmith Davis Group - Morgan Stanley Financial Advisors is a leading finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. Our team of experienced financial advisors at Morgan Stanley is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships and providing expert guidance, we strive to deliver exceptional results for our clients. Trust Smith Davis Group - Morgan Stanley Financial Advisors to help you navigate the complexities of the financial world and secure your financial future.
3562 Round Barn Cir 1st Flor, Santa Rosa, CA 95403, United States -
Addison Avenue Investment Services
● OpenAddison Avenue Investment Services is a finance institution located at 2500 Mendocino Avenue in Santa Rosa, California, United States. We offer a wide range of investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Addison Avenue Investment Services is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
2500 Mendocino Ave Ste C, Santa Rosa, CA 95403, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 3700 Old Redwood Highway in Santa Rosa, California, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and expert advice to assist clients in making informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence.
3700 Old Redwood Hwy Suite 108, Santa Rosa, CA 95403, United States -
Brett Howard - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrett Howard - Financial Advisor at Ameriprise Financial Services, LLC, located at 528 A Street, Santa Rosa, California, United States, offers a range of financial services to meet the needs of individuals and small business owners. Brett Howard holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethics and client needs, Brett Howard provides personalized financial advice to help clients achieve their financial goals. Additionally, Brett Howard specializes in serving veterans and military personnel through the Certified Military Financial Advisor® (CFMA®) designation. Contact Brett Howard - Financial Advisor for comprehensive and professional financial planning services.
528 A St, Santa Rosa, CA 95401, United States -
Edward Jones - Financial Advisor: Matthew Walls, CFP®
● ClosedEdward Jones - Financial Advisor: Matthew Walls, CFP® is a reputable finance institution located at 3550 Round Barn Boulevard in Santa Rosa, California, United States. As a Certified Financial Planner, Matthew Walls offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones provides a comprehensive range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or investing for the future, Matthew Walls and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, United States -
Edward Jones - Financial Advisor: Norman W Eisley, CFP®
● ClosedEdward Jones - Financial Advisor: Norman W Eisley, CFP® is a reputable finance institution located at 1421 Guerneville Road in Santa Rosa, California, United States. As a Certified Financial Planner, Norman W Eisley offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, clients can trust Edward Jones - Financial Advisor: Norman W Eisley, CFP® to guide them towards a secure financial future.
1421 Guerneville Rd Ste 104, Santa Rosa, CA 95403, United States -
Hank DesJardins - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedHank DesJardins is a financial advisor at Ameriprise Financial Services, LLC, located at 528 A Street in Santa Rosa, California. With a focus on understanding your financial goals and priorities, Hank provides personalized advice to help you prepare for both expected and unexpected life events. As a client of Ameriprise, you can feel more confident and in control of your financial future. Hank DesJardins offers complimentary initial consultations to individuals interested in improving their financial well-being. These consultations provide an overview of financial planning concepts without written analysis or recommendations. As a registered investment adviser, Ameriprise Financial Services, LLC offers a range of investment products and services to help you achieve your goals.
528 A St, Santa Rosa, CA 95401, United States -
Edward Jones - Financial Advisor: Matthew Crooks, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Matthew Crooks, AAMS™|CRPC™ is a trusted financial institution located at 3510 Unocal Place in Santa Rosa, California, United States. Specializing in personalized financial planning and investment strategies, Matthew Crooks, an Accredited Asset Management Specialist and Chartered Retirement Planning Counselor, provides expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Matthew Crooks, AAMS™|CRPC™ offers comprehensive financial services to individuals and families seeking to secure their financial future.
3510 Unocal Pl #101, Santa Rosa, CA 95403, United States -
Marco Rivera - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMarco Rivera - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 528 A Street, Santa Rosa, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics and demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or facing life transitions.
528 A St, Santa Rosa, CA 95401, United States -
Brooks Crissey - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrooks Crissey - Financial Advisor, Ameriprise Financial Services, LLC, located at 528 A Street in Santa Rosa, California, offers a wide range of financial services to individuals and small business owners. Brooks Crissey holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing expert advice on annuities and mutual funds. Additionally, Brooks Crissey is a Chartered Financial Consultant and a Certified Kingdom Advisor, offering biblically wise financial advice and personal growth strategies. With a focus on ethical practices and comprehensive financial planning, Brooks Crissey is dedicated to helping clients achieve their financial goals.
528 A St, Santa Rosa, CA 95401, United States -
Edward Jones - Financial Advisor: Tim Hanson
● OpenEdward Jones - Financial Advisor: Tim Hanson is a reputable finance institution located at 600 McDonald Avenue in Santa Rosa, California, United States. Tim Hanson, a trusted financial advisor, is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Tim Hanson is a go-to destination for those seeking expert financial guidance.
600 McDonald Ave Suite 100, Santa Rosa, CA 95404, United States -
Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRyan Mason - Financial Advisor at Ameriprise Financial Services, LLC, located at 1410 Neotomas Avenue, Santa Rosa, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Ryan provides investment recommendations and regular progress reviews to help you track and achieve your financial objectives. Backed by the Ameriprise Investment Research Group, Ryan stays informed on market conditions to provide informed guidance to clients. Schedule a complimentary initial consultation to learn more about how Ryan can help you secure a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Ryan Mason is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
1410 Neotomas Ave #200, Santa Rosa, CA 95405, United States -
Edward Jones - Financial Advisor: Tim Carroll
● OpenEdward Jones - Financial Advisor: Tim Carroll is a trusted financial institution located at 1801 4th Street in Santa Rosa, California. As a dedicated finance professional, Tim Carroll provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Tim Carroll is committed to providing top-notch service and guidance every step of the way. Visit Edward Jones - Financial Advisor: Tim Carroll today to start building a secure financial future.
1801 4th St, Santa Rosa, CA 95404, United States -
Edward Jones - Financial Advisor: Stefan J Matwijiw, AAMS™
● OpenEdward Jones - Financial Advisor: Stefan J Matwijiw, AAMS™ is a trusted financial institution located at 182 Farmers Lane in Santa Rosa, California, United States. As a certified Accredited Asset Management Specialist, Stefan J Matwijiw provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing individualized solutions, clients can trust in the expertise and professionalism of this institution. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Stefan J Matwijiw, AAMS™ is dedicated to helping you navigate the complexities of finance with confidence.
182 Farmers Ln # 200, Santa Rosa, CA 95405, United States -
David Felte, Financial Advisor - Salmon-Felte Insurance And Financial Services
● OpenDavid Felte, Financial Advisor at Salmon-Felte Insurance And Financial Services, is a trusted professional located in Santa Rosa, California. With expertise in financial planning and insurance services, David is dedicated to helping clients reach their financial goals and secure their future. Whether you are looking to invest, save for retirement, or protect your assets, David and his team are committed to providing personalized solutions tailored to your specific needs. Visit their office at 2455 Bennett Valley Road to start planning for a more secure financial future today.
2455 Bennett Valley Rd # B200, Santa Rosa, CA 95404, United States
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