Specialized financial consulting for individuals in Santa Rosa, CA
35 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
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 -
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 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 -
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSteve Bealey is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 611 Humboldt Street, Santa Rosa, California, United States. Steve holds multiple certifications including 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Steve is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, investment strategies, and retirement planning, Steve is committed to helping clients achieve their financial goals. Contact Steve Bealey today for expert financial advice and personalized wealth management services.
611 Humboldt 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 -
Gulfstream Financial Services
● OpenGulfstream Financial Services is a leading finance institution located at 1135 Santa Rosa Street in San Luis Obispo, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Gulfstream Financial Services is here to help you every step of the way.
1135 Santa Rosa St #220, San Luis Obispo, CA 93401, United States -
Goranson Tax and Consulting, Inc.
● ClosedGoranson Tax and Consulting, Inc. is a trusted accounting and finance institution located at 717 College Avenue in Santa Rosa, California. Specializing in tax planning and bookkeeping services, their experienced team is dedicated to providing tailored solutions to meet the needs of their clients. As a family-owned and operated firm, they prioritize building strong client relationships based on respect, integrity, and personalized attention. Committed to professionalism and integrity, Goranson Tax and Consulting, Inc. strives to help individuals and businesses achieve their financial goals through collaboration and intentional decision-making. Contact their reputable professionals today for assistance with your tax and bookkeeping needs.
717 College Ave, Santa Rosa, CA 95404, United States -
Bollinger Glenn Guattery Gunn McAravey LLP Santa Rosa CPA Accountant
● ClosedBollinger Glenn Guattery Gunn McAravey LLP Santa Rosa CPA Accountant is a reputable accounting firm located at 111 Santa Rosa Avenue in Santa Rosa, California. Specializing in accounting and finance services, their team of experienced certified public accountants (CPAs) provide expert financial guidance and support to individuals and businesses in the Santa Rosa area. With a commitment to excellence and a dedication to client satisfaction, Bollinger Glenn Guattery Gunn McAravey LLP is a trusted partner for all accounting and financial needs.
111 Santa Rosa Ave # 400, Santa Rosa, CA 95404, United States -
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 -
Walsvick Financial & Tax Services
● OpenWalsvick Financial & Tax Services is a reputable institution specializing in accounting and finance services. Located at 1400 North Dutton Avenue in Santa Rosa, California, United States, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Walsvick Financial & Tax Services for all your financial needs.
1400 N Dutton Ave Ste 3, Santa Rosa, CA 95401, United States -
Rivera Insurance Agency
● ClosedRivera Insurance Agency is a trusted health insurance agency located at 716 College Avenue in Santa Rosa, California. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team is dedicated to helping individuals and families find the right coverage to protect their health and financial well-being. Whether you are looking for individual health insurance, group coverage, or Medicare options, we are here to help. Contact us today to schedule a consultation and discover the peace of mind that comes with having quality insurance protection.
716 College Ave Suite A1, Santa Rosa, CA 95404, United States -
M V Immigration & Income Tax Services
● ClosedM V Immigration & Income Tax Services is a comprehensive financial institution located in Santa Rosa, California. Specializing in accounting, finance, and immigration services, our experienced team is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need assistance with tax preparation, immigration paperwork, or financial planning, we are here to help. Visit us at 1420 Guerneville Road for personalized service and reliable solutions to all your financial needs.
1420 Guerneville Rd #4, Santa Rosa, CA 95401, United States -
Gil's Business Tax Services
● ClosedGil's Business Tax Services is a professional institution located at 1534 Sebastopol Road in Santa Rosa, California, United States. Specializing in accounting and finance services, they offer expert tax preparation and financial planning for individuals and businesses alike. With a team of experienced professionals, Gil's Business Tax Services ensures that their clients receive personalized and reliable assistance to help them navigate the complex world of taxes and finances. In addition to their accounting services, they also operate as a travel agency, offering assistance with booking flights, hotels, and vacation packages. Trust Gil's Business Tax Services for all your financial and travel needs.
1534 Sebastopol Rd, Santa Rosa, CA 95407, United States -
Embolden Law PC
● OpenEmbolden Law PC is a reputable institution located at 823 Sonoma Avenue in Santa Rosa, California, United States. Specializing in accounting, finance, and legal services, our team of lawyers is dedicated to helping individuals and businesses navigate through complex family and financial issues. Our Santa Rosa family law attorneys are here to assist with divorce proceedings, legal separations, child custody matters, spousal support orders, and more. We prioritize the best interests of children and strive to make the divorce process as smooth as possible for our clients.
823 Sonoma Ave, Santa Rosa, CA 95404, United States -
Annie Michaelsen, Attorney at Law
● ClosedAnnie Michaelsen, Attorney at Law, located at 100 E Street in Santa Rosa, California, is dedicated to serving clients in Santa Rosa and throughout the Bay area. Specializing in bankruptcy law, Annie Michaelsen understands the burden of debt and the impact it can have on individuals and families. Whether you are facing job loss, medical bills, wage garnishment, foreclosure, or simply overwhelming debt, Annie Michaelsen can help guide you through the bankruptcy process. The Bankruptcy Law Center of Northern California offers a free initial consultation to review your financial situation and discuss the options available to you. Annie Michaelsen will explain the benefits and consequences of each choice, empowering you to make the best decision for your financial future. If bankruptcy is the right choice for you, Annie Michaelsen will help you create a timeline for your bankruptcy, provide tools to manage creditor calls and wage garnishments, and guide you through the filing process.
100 E St #203, Santa Rosa, CA 95404, United States -
First Priority Finance
● ClosedFirst Priority Finance is a leading financial institution located at 350 College Avenue in Santa Rosa, California. We specialize in providing a wide range of financial services to individuals and businesses, including loans, mortgages, investments, and insurance. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to buy a home, start a business, or plan for retirement, First Priority Finance is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
350 College Ave #200, Santa Rosa, CA 95401, United States -
DOMINIC J BLURTON
● OpenDOMINIC J BLURTON is a reputable health institution located at 990 Sonoma Avenue, Santa Rosa, California, United States. Dr. Dominic J Blurton and his team provide top-quality medical care and services to patients in the Santa Rosa area. With a focus on personalized patient care and a commitment to promoting overall health and wellness, DOMINIC J BLURTON is a trusted choice for individuals seeking expert medical treatment. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can rely on the experienced professionals at DOMINIC J BLURTON to provide compassionate and effective healthcare services.
990 Sonoma Ave STE 9, Santa Rosa, CA 95403, United States -
FundamentalsFinance, LLC
● ClosedFundamentalsFinance, LLC is a finance institution located at 422 Larkfield Center in Santa Rosa, California, United States. We specialize in providing expert financial services and advice to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and investment management. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, FundamentalsFinance, LLC is here to help you navigate the complex world of finance with confidence and ease. Contact us today to schedule a consultation and take the first step towards a secure financial future.
422 Larkfield Center #452, Santa Rosa, CA 95403, United States -
Jordan & Associates Retirement Services
● OpenJordan & Associates Retirement Services is a leading finance institution located at 100 Stony Point Road in Santa Rosa, California, United States. Specializing in retirement planning and services, our experienced team of professionals is dedicated to helping individuals achieve their financial goals for their golden years. With a focus on personalized strategies and expert guidance, we strive to provide our clients with peace of mind and financial security as they plan for retirement. Trust Jordan & Associates Retirement Services to navigate the complexities of retirement planning and help you build a stable financial future.
100 Stony Point Rd # 216, Santa Rosa, CA 95401, United States -
Chown Barbara MBA, CFP ️
● ClosedChown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California. Specializing in financial planning and investment management, Chown Barbara offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, the institution provides a comprehensive range of services to individuals and businesses alike. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, Chown Barbara MBA, CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4141, 141 Stony Cir #245, Santa Rosa, CA 95401, United States -
JDH Wealth Management
● ClosedJDH Wealth Management is a leading finance institution located at 181 Concourse Boulevard in Santa Rosa, California, United States. We specialize in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals offers personalized financial planning, investment management, retirement planning, and estate planning services to individuals and families. At JDH Wealth Management, we are committed to providing exceptional service and tailored solutions to meet our clients' unique needs. Contact us today to learn more about how we can help you plan for a secure financial future.
181 Concourse Blvd suite a, Santa Rosa, CA 95403, United States -
Arrow Point Wealth Management
● OpenArrow Point Wealth Management is a leading finance institution located at 1011 2nd Street in Santa Rosa, California, United States. We specialize in providing comprehensive wealth management services to individuals, families, and businesses. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and financial planning. At Arrow Point Wealth Management, we are committed to providing top-notch service and guidance to our clients, ensuring their financial success and security for the future.
1011 2nd St #100, Santa Rosa, CA 95404, United States -
Tim Mayclin CPA A Professional Corporation
● OpenTim Mayclin CPA A Professional Corporation is an accounting and finance institution located at 101 Golf Course Drive, Rohnert Park, California, United States. Specializing in Business Tax Planning and Strategy, Tim Mayclin is a CPA serving Santa Rosa CA. The institution provides services related to California Wildfire Updates and how it affects finances, including tax-free relief for employees affected by natural disasters under tax code Section 139. Employers can provide cash or benefits to assist employees, which are exempt from federal income tax and employment taxes. The institution helps individuals and businesses navigate through tax season, offering advice on property tax relief for those affected by fires in California. Tim Mayclin CPA A Professional Corporation also offers services for businesses, including audits and financial record transfers. With a focus on helping clients manage their finances efficiently, the institution emphasizes the importance of using a Certified Public Accountant (CPA) for financial matters.
101 Golf Course Dr c4, Rohnert Park, CA 94928, United States -
Northwestern Mutual : Sharon S Zimmerman, CFP
● ClosedNorthwestern Mutual: Sharon S Zimmerman, CFP is a trusted financial institution located at 1049 4th Street in Santa Rosa, California. Specializing in financial planning and wealth management, Sharon S Zimmerman, a Certified Financial Planner, provides personalized services to help individuals and families achieve their financial goals. With a focus on long-term financial security, Northwestern Mutual offers a comprehensive range of financial products and services to meet the diverse needs of their clients. Visit Northwestern Mutual: Sharon S Zimmerman, CFP today to start planning for a secure financial future.
1049 4th St I, Santa Rosa, CA 95404, United States -
A.E.I. Tax
● ClosedA.E.I. Tax is a reputable finance institution located at 3558 Round Barn Boulevard in Santa Rosa, California, United States. Specializing in tax services, A.E.I. Tax offers expert advice and assistance to individuals and businesses in navigating the complex world of taxes. With a team of knowledgeable professionals, A.E.I. Tax is dedicated to providing top-notch services and helping clients maximize their financial well-being. Trust A.E.I. Tax for all your tax needs.
3558 Round Barn Blvd Suite #200, Santa Rosa, CA 95403, United States -
Tweeten Eldercare Advisors
● OpenTweeten Eldercare Advisors is a reputable finance institution located at 7037 Overlook Drive in Santa Rosa, California. Our team of expert advisors specializes in providing financial guidance and support for seniors and their families as they navigate the complexities of eldercare planning. With a focus on personalized service and attention to detail, we strive to help our clients make informed decisions to ensure the financial well-being of their loved ones in their golden years. Trust Tweeten Eldercare Advisors to provide comprehensive financial solutions tailored to meet the unique needs of each individual client.
7037 Overlook Dr, Santa Rosa, CA 95409, United States -
Central Coast Trust
● ClosedCentral Coast Trust, located at 755 Santa Rosa Street in San Luis Obispo, California, is dedicated to helping individuals and families reach their financial goals through specialized services in trusts and estates. With over 30 years of experience, our team of professionals can assist with trust administration, estate settlement, and complex asset management. As a fiduciary, we hold ourselves to the highest ethical and legal standards to ensure your intentions are honored as outlined in your trust or estate documents. Whether you are looking to establish a trust, appoint a trustee, or need assistance with estate administration, Central Coast Trust is here to partner with you every step of the way. Our goal is to provide personalized services that cater to your unique needs and objectives. We understand the importance of creating a legacy for future generations and can help you navigate the complexities of trusts and foundations.
755 Santa Rosa St, San Luis Obispo, CA 93401, 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 -
Rick Tasker, Robertson Stephens
● ClosedRick Tasker, Robertson Stephens is a finance institution located at 2455 Bennett Valley Road in Santa Rosa, California, United States. Rick Tasker, the Managing Director and Principal, specializes in pension consulting and has over 30 years of experience in the retirement marketplace. He provides consulting and fiduciary advisory services to plan sponsors nationwide, focusing on plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. Additionally, Rick offers wealth management investment services to individuals, trusts, and non-profit organizations. He holds a bachelor's degree in Business Administration, is a former Certified Public Accountant, and has earned the Global Financial Steward and Accredited Investment Fiduciary designations. The institution is known for building holistic financial plans for families and their wealth.
2455 Bennett Valley Rd b115, Santa Rosa, CA 95404, United States
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Car insurance companies
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Visa support
- Notary
- Lawyer
- Law company
- Pediatrician
- specialized financial consulting for individuals in Napa
- specialized financial consulting for individuals in Rohnert Park
- specialized financial consulting for individuals in San Francisco
- specialized financial consulting for individuals in San Luis Obispo
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos