TOP 30 Personalized financial services in Cotati, California

12 results found

Edward Jones - Financial Advisor: Krista Neary is a reputable finance institution located at 574 East Cotati Avenue in Cotati, California. Krista Neary, a dedicated and experienced financial advisor, provides personalized financial planning services to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Krista Neary can help create a customized financial plan tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Krista Neary is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Symba Services, led by Roberta Holleman, CPA, is a trusted accounting and finance institution located at 197 John Roberts Drive in Cotati, California, United States. With a proven track record of excellence, Symba Services offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Roberta Holleman and her team are dedicated to providing personalized and professional service to meet your unique needs. Trust Symba Services for all your accounting and finance needs.

Tony Maestri - State Farm Insurance Agent is a full-service insurance agency located at 364 Rohnert Park Expressway, Rohnert Park, California. With experienced and licensed team members, we focus on providing excellent customer service and are actively involved in our community. Serving areas such as Rohnert Park, Cotati, Santa Rosa, Petaluma, and more, we offer auto, life, and health insurance services. Our agency is dedicated to helping you with all your insurance needs, so give us a call today! Please note that we prioritize the protection of your personal information and encourage you to contact us if you encounter any difficulties with our website. Additionally, we offer a range of financial services and products, including pet insurance, home insurance, and investment options. Trust Tony Maestri - State Farm Insurance Agent for all your insurance and financial needs.

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!

Kendra Cochran - State Farm Insurance Agent is an insurance agency located at 90 Sycamore Lane in Petaluma, California, United States. Our team is dedicated to understanding your specific insurance needs and providing coverage that fits. We are licensed in California, Nevada, Oregon, and Arizona for personal and business insurance. Our services include fire and auto insurance quotes in Nevada, Oregon, and Arizona, as well as liability umbrella, homeowners, renters, rental dwellings, condos, personal articles policies, business liability, and more. We prioritize excellent customer service and are available for in-person and virtual consultations for insurance and financial services reviews. Our office mascot, PonyBoy the Mastiff, welcomes walk-ins, and we are available 24/7 for your convenience. Our goal is to provide exceptional service and ensure your insurance coverage meets your needs. Contact us for auto insurance, life insurance, disability, FEMA flood policies, pet insurance through Trupanion, business auto insurance, specialty lines for businesses, and more. We serve customers in California, including Petaluma, Santa Rosa, Novato, Cotati, and surrounding areas. Our team is committed to protecting you and what matters most to you.

Windows Health Clinic is an innovative mental health care institution located at 7 Page Street in Cotati, California. Our clinic offers a range of services aimed at providing individuals with the tools they need to navigate the challenges of life. From psychotherapy to medication management, we are dedicated to helping our clients unlock their potential for health and wellness. At Windows Health Clinic, we believe in a holistic approach to mental health care. Our team of highly skilled clinicians is committed to providing affordable and accessible individual therapy services. We accept various insurance providers, including Aetna, Blue Shield, United Healthcare, CIGNA, and more. Additionally, we can provide a superbill for submission to insurance companies for reimbursement.

Miguel Alfaro - State Farm Insurance Agent is a trusted insurance agency located at 300 Washington Street in Petaluma, California. Our experienced team is dedicated to providing you with the right coverage for every stage of your life, whether you need auto insurance, life insurance, Medigap, pet insurance, and more. We are conveniently located at the corner of Washington & Liberty, one block away from St Vincent De Paul Church. As a local State Farm Agent since 2009, I bring over 45 years of insurance experience to help you protect what matters most. My team and I are committed to building relationships with our customers and providing personalized service to meet your unique needs. We are now licensed in Arizona, Nevada, and Oregon as well.

North Bay Mobile Notary, located at 708 Gravenstein Highway North, Sebastopol, California, is a full-service mobile notary public and signing agent commissioned by the State of California and Certified by The National Notary Association. Carrie Moore, the contact person, can be reached at (707) 484-3771 or lookingglasstour@gmail.com. We provide notary public and loan signing services at your convenience, whether it be at your home, office, or any other location. As a preferred notary public for most Title Companies in Sonoma County and the SF North Bay, we specialize in closing home loans and real estate documents for buyers, sellers, and refinances.

M & B Express Notary is a reputable finance institution located in Cotati, California, United States. We specialize in providing efficient and reliable notary services to meet the needs of our clients. Our team of experienced professionals is dedicated to ensuring all documents are notarized accurately and in a timely manner. Whether you require notarization for legal, financial, or personal matters, you can trust M & B Express Notary to handle your documents with care and confidentiality. Visit us today for all your notary needs.

Maria Reynosa Chavez: Allstate Insurance is a trusted insurance agency located at 150 East Cotati Avenue in Cotati, California. With a commitment to providing personalized and reliable insurance coverage, Maria Reynosa Chavez and her team strive to protect the community and help clients find the right insurance solutions for their needs. Whether you're looking for auto, home, life, or business insurance, you can count on Maria Reynosa Chavez: Allstate Insurance to offer expert guidance and exceptional customer service. Contact them today to discuss your insurance needs and get a quote.

Exchange Bank, located at 590-A East Cotati Avenue in Cotati, California, is a trusted institution offering a range of financial services including ATM access, personal banking, and online banking. With a history spanning over 133 years, Exchange Bank is committed to supporting the local community and businesses. From helping customers achieve their financial goals to providing convenient online and mobile banking options, Exchange Bank is here to assist every step of the way. With 17 locations throughout Sonoma County and access to 55,000 Allpoint ATMs worldwide, customers can easily manage their finances wherever they go. Additionally, Exchange Bank values transparency and customer satisfaction, ensuring that all users are aware of any fees or limitations associated with their services. By choosing Exchange Bank, customers can feel confident in their financial decisions and trust in the institution's commitment to their success.

H&R Block is a renowned accounting and finance institution located at 554 East Cotati Avenue in Cotati, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Trust H&R Block for all your accounting and finance needs in Cotati, California.