TOP 30 Relationship building strategies in Santa Rosa, California
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Records In Order
● ClosedRecords In Order is a leading institution in accounting and finance located at 201 Spear Street in San Francisco, California, United States. We specialize in providing financial improvement to small business owners through our expert services in accounting, tax strategy, and consultation. Our mission is to offer uncompromising service in tax and accounting to the community, helping small business owners increase profitability and success. Whether you are just starting out in business, looking to streamline your record-keeping, or seeking advice on tax strategies, Records In Order is here to help. We work with small business owners to meet their individual needs and ensure they make informed financial decisions. Our team of experienced professionals is dedicated to upholding high standards, inspiring confidence, and respecting all clients.
201 Spear St Suite 1100, San Francisco, CA 94105, United States -
Veronica Mendoza Insurance Agency
● ClosedVeronica Mendoza Insurance Agency, located at 800 College Avenue in Santa Rosa, California, is a finance and insurance agency offering a wide range of services to meet the needs of individuals and businesses. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, as well as long-term coverage that can be customized to fit any budget. Clients also have the option to invest their policy's cash value in the market for potential gains. In addition to life insurance, Veronica Mendoza Insurance Agency offers services such as long-term care insurance, retirement planning, estate planning, and investments for education expenses. They also provide insurance options for employees, executives, and small business owners.
800 College Ave, Santa Rosa, CA 95404, United States -
La ciencia de amar
● OpenLa Ciencia de Amar is a health institution located at 1212 College Avenue in Santa Rosa, California, United States. Our mission is to promote the science of love and relationships through research, education, and therapy. Our team of experts is dedicated to helping individuals and couples navigate the complexities of relationships and develop healthier, more fulfilling connections. Whether you are looking to improve communication, resolve conflicts, or enhance intimacy, La Ciencia de Amar is here to support you on your journey to a happier and more loving life.
1212 College Ave, Santa Rosa, CA 95404, United States -
Kate Robey, LMFT
● ClosedKate Robey, LMFT is a mental health institution located at 1821 4th Street in Santa Rosa, California. As a licensed marriage and family therapist, Kate Robey provides professional counseling services to individuals, couples, and families seeking support and guidance. With a compassionate and client-centered approach, Kate helps clients navigate through challenges, improve communication, and strengthen relationships. Whether you are dealing with anxiety, depression, relationship issues, or other mental health concerns, Kate Robey, LMFT is dedicated to helping you achieve emotional well-being and personal growth.
Heartwood Counseling Collective, 1821 4th St, Santa Rosa, CA 95404, United States -
Jennifer Shannon. LMFT
● ClosedJennifer Shannon, LMFT is a health institution located at 1275 4th Street, Santa Rosa, California, United States. Specializing in Cognitive Behavioral Therapy (CBT), Jennifer Shannon offers therapy services to help individuals improve their mental health and well-being. As a participant in the Amazon Services LLC Associates Program, JenniferShannon.com provides affiliate links to products that may be helpful for therapy and self-improvement. Additionally, Jennifer Shannon is affiliated with the Association for Behavioral and Cognitive Therapies, ensuring high-quality and evidence-based treatment. By using cookies on the website, Jennifer Shannon aims to provide the best user experience for visitors. If you are looking for a CBT therapist in your area, Jennifer Shannon can help guide you in finding the right professional for your needs.
1275 4th St #5033, Santa Rosa, CA 95404, United States -
Safer Program
● OpenThe Safer Program is a health institution located at 2235 Challenger Way in Santa Rosa, California, United States. This program is dedicated to promoting safety and wellness in the community through education, prevention, and support services. With a team of experienced healthcare professionals, the Safer Program offers a range of resources and programs to help individuals lead healthier and safer lives. Whether you are seeking assistance with mental health, substance abuse, or general wellness, the Safer Program is here to provide compassionate care and guidance. Visit us today to learn more about how we can help you prioritize your health and safety.
2235 Challenger Way #100, Santa Rosa, CA 95407, United States -
Carla M. Manly, PhD
● ClosedCarla M. Manly, PhD is a health institution located at 2751 4th Street, Santa Rosa, California, United States. Dr. Manly is dedicated to helping individuals transform their lives with the power of authentic love. Her heartfelt and transformative approach enriches self-discovery and romantic relationships. Through her guidance, individuals can foster self-love and emotionally attuned relationships. Her latest book, The Joy of Imperfect Love, provides science-based concepts, captivating case examples, and actionable exercises to help individuals create healthy relationships from the inside out. Dr. Manly's approach to imperfect love allows individuals to embrace their authentic selves and build genuine connections with others. With a focus on helping individuals navigate the complexities of dating, Dr. Manly's book Date Smart offers mindset shifts, journaling prompts, and real-life examples to make healthy dating simple and achievable. Dr. Manly's work is a game-changer, providing individuals with the tools they need to overcome fear, self-doubt, and build strong, authentic relationships. Her latest book can be purchased on Amazon.
2751 4th St #171, Santa Rosa, CA 95405, United States -
Golden State Wealth Management
● ClosedGolden State Wealth Management is a leading finance institution located at 1421 Guerneville Road in Santa Rosa, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we offer a wide range of financial services including investment management, retirement planning, and estate planning. Trust Golden State Wealth Management to guide you towards a secure financial future.
1421 Guerneville Rd Suite 200, Santa Rosa, CA 95403, 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 -
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 -
Sonoma Wealth Management Group - Morgan Stanley
● OpenSonoma 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.
3562 Round Barn Cir 1st Fl, 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 -
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 -
Brian Barrett, Agent - New York Life
● OpenBrian Barrett, Agent - New York Life, located at 149 Stony Circle in Santa Rosa, California, offers a range of financial services to help individuals and businesses plan for their future. Specializing in custom insurance and financial solutions, Brian works closely with clients to create comprehensive strategies that address their current needs and long-term goals. From life insurance to investments and estate planning, Brian can help you protect your family, assets, and business from unexpected events while also preparing for a secure retirement. With access to the resources of Eagle Strategies, a subsidiary of New York Life, Brian is committed to building long-term relationships with his clients and helping them meet their financial goals. Whether you're looking to secure your family's future, save for retirement, or plan for the unexpected, Brian Barrett can provide the expertise and guidance you need to navigate life's financial journey.
149 Stony Cir Suite 200, 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 -
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 -
Edward Jones - Financial Advisor: Jonathan A Polkinghorn
● ClosedEdward Jones - Financial Advisor: Jonathan A Polkinghorn is a reputable finance institution located at 1527 Farmers Lane in Santa Rosa, California, United States. Jonathan A Polkinghorn is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jonathan A Polkinghorn is committed to helping individuals and families secure their financial future.
1527 Farmers Ln, Santa Rosa, CA 95405, United States -
Bank of America Private Client Advisor Jason M Foster
● OpenBank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
90 S E St, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Jeffrey A James
● ClosedMerrill Lynch Financial Advisor Jeffrey A James, located at 90 South E Street in Santa Rosa, California, is a trusted and experienced finance institution committed to building strong relationships with clients. With a focus on personalized financial planning, Jeffrey James is a CFP® professional and Wealth Management Advisor with over 25 years of experience in the industry. Specializing in portfolio management and investment strategies, Jeffrey can help clients pursue their financial goals with a customized approach tailored to their individual needs. Active in the Santa Rosa community, Jeffrey is dedicated to serving clients and giving back through various civic organizations. The institution offers a range of capabilities including retirement income planning, wealth transfer solutions, and investment advisory services. By utilizing the Merrill Investment Personality Assessment, Jeffrey can gain a deeper understanding of clients' investment preferences and create a financial strategy aligned with their goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Edward Jones - Financial Advisor: Christopher Severson
● ClosedEdward Jones - Financial Advisor: Christopher Severson is a finance institution located at 6641 Oakmont Drive in Santa Rosa, California, United States. Christopher Severson is a trusted financial advisor who provides personalized investment and wealth management services to his clients. With a focus on building long-term relationships and helping individuals reach their financial goals, Christopher Severson offers expert advice and guidance in areas such as retirement planning, investment strategies, and asset allocation. Whether you are planning for the future or looking to optimize your current financial situation, Edward Jones - Financial Advisor: Christopher Severson is dedicated to providing top-notch financial services tailored to your specific needs.
6641 Oakmont Dr ste a, Santa Rosa, CA 95409, United States -
Merrill Lynch Financial Advisor Fernando J Carrillo
● ClosedMerrill Lynch Financial Advisor Fernando J Carrillo is a finance institution located at 90 South E Street, Santa Rosa, California, United States. At our institution, every relationship begins with a conversation to identify and prioritize your financial goals. We believe in helping you make investment decisions that align with your personal goals, whether it's planning for retirement, buying a home, or funding education. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. Our mission is to understand you and what matters most to you, in order to design and implement a personalized plan to manage your wealth and investment risk. We believe in staying on track with your goals, regardless of market fluctuations. Contact us to learn more about how we can help you achieve financial success.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor J Stephen Reuter
● ClosedMerrill Lynch Financial Advisor J Stephen Reuter is a finance institution located at 90 South E Street, Santa Rosa, California, United States. Managing your wealth begins with a comprehensive understanding of your financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, J Stephen Reuter can help create a personalized strategy tailored to your needs. As a Merrill Lynch Wealth Management Advisor, J Stephen Reuter focuses on building a long-lasting relationship with you, understanding your priorities, and helping you pursue your financial goals. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can develop a customized plan that reflects your unique needs and preferences.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Western Construction Specialists, Inc.
● ClosedWelcome to Western Construction Specialists, Inc. Located at 13917 Stage Road, Santa Fe Springs, California, Western Construction Specialists, Inc. (Western CSI) is a premier, woman-owned general contracting firm dedicated to offering unparalleled service across California since March 4th, 2005. As a licensed contractor and a proud IBEW choice, we specialize in a wide range of construction-related projects, including the construction of electrical vehicle charging stations, high voltage line construction and repair, underground and overhead utilities, open trenching, horizontal directional drilling/boring, utility potholing, concrete, and masonry.
13917 Stage Road, Santa Fe Springs, California 90670, United States -
Chad Rummonds, REALTOR | VANGUARD PROPERTIES
● ClosedWelcome to Chad Rummonds, REALTOR | VANGUARD PROPERTIES, your trusted real estate agency located at 151 Petaluma Boulevard South, Petaluma, California. Serving the vibrant communities of Sonoma, Marin, Napa, and San Francisco Counties, we are committed to providing exceptional service to both buyers and sellers. Chad Rummonds, a dynamic and dedicated real estate professional, brings a wealth of knowledge and an analytical approach to every transaction. As a native of Sonoma County, Chad has been deeply involved in the construction industry from a young age, fueling his passion for homes and architecture. With a BA in Graphic Design, Chad combines his strong marketing and sales techniques to deliver unparalleled results for his clients.
151 Petaluma Boulevard South, Petaluma, California 94952, United States
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