TOP 10 Investment services in Sonoma, California

Berkshire Hathaway HS Sonoma County Properties is a reputable real estate agency located at 16315 Main Street in Guerneville, California. With a strong commitment to providing top-notch service and expertise in the Sonoma County area, our team of experienced agents is dedicated to helping clients buy, sell, or rent residential and commercial properties. Whether you are looking for your dream home, investment property, or vacation rental, Berkshire Hathaway HS Sonoma County Properties is here to assist you every step of the way. Contact us today to start your real estate journey with a trusted partner.

Kelley Rentals is a trusted Sonoma County Residential Property Management company located at 489 South Main Street in Sebastopol, California. Our team of experienced professionals specializes in managing residential properties and providing top-notch services to both property owners and tenants. As a general contractor and real estate agency, we handle all aspects of property management, from finding qualified tenants to handling maintenance and repairs. With our dedication to excellence and commitment to customer satisfaction, you can trust Kelley Rentals to take care of your investment property with the highest level of professionalism. Contact us today to learn more about our services and how we can help you with your property management needs.

Sonoma West Holdings Inc is a reputable real estate agency located at 2064 California 116 in Sebastopol, California. With a strong presence in the local market, they specialize in buying, selling, and leasing residential and commercial properties. Their team of experienced agents is dedicated to providing top-notch services and ensuring client satisfaction. Whether you are looking to purchase your dream home or sell your property, Sonoma West Holdings Inc is the go-to agency for all your real estate needs in the Sebastopol area.

Sonoma Management Inc is a reputable institution located at 472 2nd Street West in Sonoma, California, United States. With a strong commitment to excellence, Sonoma Management Inc offers a wide range of management services to meet the needs of businesses and individuals. Their team of experienced professionals provides expert guidance and support in areas such as financial management, strategic planning, and operational efficiency. Whether you are a small business looking to grow or an individual seeking personalized financial advice, Sonoma Management Inc is dedicated to helping you achieve your goals. Contact them today to learn more about how they can help you succeed.

Marin Apartment Investments, located at 851 Irwin Street in San Rafael, California, is a premier real estate agency specializing in the acquisition and sale of apartment and investment properties in Marin and Sonoma counties. Lead by Katherine J. Higgins, a top producing investment broker with over 30 years of experience, the agency has helped numerous clients complete 1031 tax deferred exchanges and grow their investment portfolios. Katherine's expertise in tax law and accounting related to investment real estate has earned her recognition as one of the North Bay's top commercial brokers. She has facilitated large portfolio sales and exchanges for clients, showcasing her dedication and knowledge in the field. Her insights on the Marin County apartment market are regularly featured in publications such as the North Bay Business Journal and the San Francisco Chronicle.

Joe Wyban with Approach Properties Premium Real Estate Services is a reputable real estate agency located at 5285 Carpinteria Avenue in Carpinteria, California, United States. We prioritize our clients' needs and believe in open communication and trust-building. Our team of agents takes the time to understand your goals and provide you with the right information at the right time. We offer a service-first approach and maintain a high standard of excellence for all our clients. With a combination of traditional tactics and modern techniques, we help our clients achieve their real estate objectives, whether they are looking to buy their dream home, sell their property, or make a profitable investment. Our experienced team has a successful track record in Sonoma, Marin, Santa Barbara, Ventura, and Los Angeles counties.

Sonoma Federal Credit Union is a trusted financial institution located at 1194 Montgomery Drive in Santa Rosa, California, United States. As a credit union, we prioritize the financial well-being of our members and strive to provide personalized service and competitive financial products. Our dedicated team is committed to helping our members achieve their financial goals and secure their financial future. Join us today and experience the difference of banking with Sonoma Federal Credit Union.

Savantek Patent Services is a reputable law firm specializing in patent services, located at 144 South Temelec Circle in Sonoma, California, United States. With a team of experienced patent lawyers, we offer comprehensive legal guidance and support for individuals and businesses looking to protect their intellectual property rights. Our services include patent application drafting, filing, prosecution, and enforcement. Trust Savantek Patent Services to provide expert advice and representation for all your patent-related needs.

Sonoma 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.

Sonoma Wealth Management Group - Morgan Stanley is a leading finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support to individuals, families, and businesses seeking to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and create a customized plan tailored to your specific needs.

Meyers 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.

Sonoma Wealth Advisors is a leading finance institution located at 539 Broadway in the picturesque town of Sonoma, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, estate planning, and more. At Sonoma Wealth Advisors, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs and objectives. Trust us to guide you towards financial success and peace of mind.

Thomas 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.

Sonoma Financial & Insurance Services is an insurance agency located at 112 Wikiup Drive, Santa Rosa, California, United States. Our goal is to help clients achieve their retirement financial goals based on their individual needs. We offer clear and direct solutions to make planning for retirement as simple as possible for our clients. Founded in 2007 by Josh Sinnott, Sonoma Financial and Insurance Services serves retirees and pre-retirees in Sonoma County. As an independent agent, Josh has access to 40 insurance companies with retirement-specific products. We assist clients in achieving their long-term financial objectives and believe in offering honest and simplified solutions tailored for each client.

Aimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.

James Carabini is a Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. As an Ameriprise Platinum Financial Services® Advisor, James Carabini offers personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on protecting assets and preparing for the unexpected, James Carabini recommends tailored insurance solutions to suit individual needs. Clients can benefit from a complimentary initial consultation to discuss financial planning concepts and take steps towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Bickford Investment Management Services is a reputable finance institution located at 600 6th Street East in Sonoma, California, United States. With a team of experienced financial professionals, they offer a wide range of investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or create a diversified investment portfolio, Bickford Investment Management Services is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, they are committed to helping you make informed financial decisions and secure a prosperous future.

Jack Ding for Sonoma is a renowned institution located at 755 Broadway in the picturesque town of Sonoma, California. Specializing in providing top-notch services and products, this establishment is dedicated to serving the local community with excellence and professionalism. Whether you are in need of assistance with financial planning, real estate services, or investment opportunities, Jack Ding for Sonoma is your go-to destination. With a team of experienced professionals and a commitment to customer satisfaction, you can trust that you are in good hands when you choose Jack Ding for Sonoma. Visit us today and experience the difference for yourself.

Welcome to Sonoma County Construction, Inc., your premier choice for exceptional contracting services in Rohnert Park, California. Located at 5218 Country Club Drive, we proudly serve the Sonoma County area as leading professionals in both electrical and general contracting services. Our commitment to excellence and client satisfaction sets us apart as industry leaders. As a Class A General Engineering and Class B General Building Contractor, we hold specialty licenses in Hazardous Substance Removal, Mold Remediation, RRP Lead EPA, and Asbestos Certified services. This diverse expertise allows us to offer a comprehensive range of residential construction solutions tailored to your unique needs.

Welcome to Gabriel Monaghan Sonoma County Realtor, your trusted partner in real estate located in the heart of Rohnert Park, California. Situated at 6601 Commerce Boulevard, our agency is dedicated to serving the vibrant communities of Sonoma County with integrity, expertise, and a personalized touch. Whether you're buying, selling, or investing, Gabriel Monaghan and his team are committed to making your real estate journey smooth and successful. With deep local insights and a passion for helping clients achieve their dreams, we offer a comprehensive range of services tailored to meet your unique needs. Discover the difference of working with a team that puts your goals first, and let us guide you home in beautiful Sonoma County. Contact us today to begin your real estate adventure!

Welcome to Prime Real Estate Services, your trusted partner in navigating the dynamic real estate market of Rohnert Park, California. Conveniently located at 6650 Commerce Boulevard, our agency is dedicated to providing exceptional service and expert guidance to help you achieve your real estate goals. Whether you're buying, selling, or investing, our team of experienced professionals is committed to delivering personalized solutions tailored to your unique needs. At Prime Real Estate Services, we pride ourselves on our deep local knowledge, integrity, and a client-first approach. Discover the difference with us and let us assist you in making your real estate dreams a reality. Visit us today to start your journey in the heart of Sonoma County.

Welcome to Hideaway Properties, your premier real estate partner in Sonoma and Marin Counties. Located at 245 Kentucky Street, Petaluma, California, we are your go-to experts for finding the perfect home in this beautiful region. At Hideaway Properties, led by Dino and Heidi Wilson, we pride ourselves on our exceptional client relationships, built on trust, integrity, and a shared passion for real estate. Our team is dedicated to going the extra mile to ensure you find your dream property. With decades of experience, we bring unparalleled knowledge and enthusiasm to every transaction. We understand that buying or selling a home is more than just a transaction; it's a significant life event. That's why we provide personalized service, tailored to meet your unique needs and schedule. From organizing property viewings at your convenience to assisting with home staging and design, we are with you every step of the way.

Welcome to Rachael Dressler - Sonoma and Marin County Realtor, your trusted partner in navigating the vibrant real estate markets of Sonoma and Marin Counties. Conveniently located at 119 C Street in the heart of Petaluma, California, our agency is dedicated to providing personalized and professional real estate services tailored to meet your unique needs. Whether you are buying your first home, searching for the perfect property investment, or selling your cherished family home, Rachael Dressler and her team bring extensive local knowledge, expertise, and a commitment to excellence in every transaction. We pride ourselves on our client-focused approach, ensuring that each step of the real estate process is seamless and stress-free.

Welcome to Jennifer Wiltermood | Sonoma County | eXp Realty, your trusted real estate agency located in the heart of Petaluma, California. At 140 Keller Street, we are dedicated to helping you find your dream home or sell your property with ease and confidence. With a deep understanding of the Sonoma County real estate market, Jennifer Wiltermood and her team offer personalized service tailored to meet your unique needs and preferences. Whether you're a first-time homebuyer, looking to upgrade, or interested in investment opportunities, we provide expert guidance every step of the way. Explore the vibrant communities of Sonoma County with us and discover the perfect place to call home. Contact us today to begin your real estate journey with a team that prioritizes your goals and ensures a seamless experience.

Kathy 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.

Joe 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.

Jared Soukup - State Farm Insurance Agent is a reputable insurance agency located at 8492 Gravenstein Highway in Cotati, California, United States. Specializing in auto insurance, life insurance, disability, and health supplements, our team of experienced and bilingual representatives is dedicated to serving the Cotati area as well as residents relocating to Petaluma, Santa Rosa, Rohnert Park, Healdsburg, Sonoma, and Sebastopol. We also assist customers moving to Arizona, Oregon, and Idaho locations. As a proud State Farm Agent since 2012, I, Jared Soukup, am a Sonoma County Native and a Cal Poly, San Luis Obispo graduate. National Hobby Month is a time to celebrate the activities that bring joy and relaxation to our lives. In addition to our insurance services, we are passionate about our hobbies, such as building a 1964 Ford dedicated to State Farm, which will be showcased at the Boise Roadster Show in March!

Independent Finance Solution is a reputable finance and insurance agency located at 4963 Sonoma Highway in Santa Rosa, California. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, insurance coverage, or retirement savings, our experts are here to provide personalized solutions tailored to your specific needs. Trust Independent Finance Solution to guide you towards a secure financial future.

Cost Rite Furniture is a premier furniture store located at 3686 Sonoma Boulevard, Vallejo, California. We offer a wide range of home goods and furniture items to cater to all your needs. At Cost Rite Furniture, we prioritize your shopping experience by providing personalized service to help you find the perfect pieces for your space. Our extensive selection of stylish furniture is designed to last, ensuring that you make a wise investment for your home. With a variety of patterns and colors available, you can mix and match pieces to create the perfect look for any room. Whether you're furnishing an entire home or just need a few finishing touches, Cost Rite Furniture has everything you need.

Collectible Fine Wine Storage is a premier institution located at 7680 Bell Road in Windsor, California. Our temperature-controlled storage facility spans 15,000 square feet and is equipped with state-of-the-art technology to ensure the optimal preservation of your valuable wine collection. Situated in the heart of Sonoma County, just a short drive from Healdsburg, our facility is the perfect choice for wine lovers in California wine country and remote collectors alike. At Collectible Fine Wine Storage, we offer personal wine storage lockers and bulk pallet storage options to accommodate collections of any size. Our facility boasts solar power, a backup generator, and top-of-the-line HVAC systems to maintain a consistent temperature of 56 degrees and ideal humidity levels. Additionally, our strategic location minimizes the risk of wildfires, providing added peace of mind for our clients.