Best Financial Advisors in Sonoma, CA

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List of Firms

Sonoma, CA Fiduciary Financial Advisors

Financial Network
Location 820 W Napa St, Sonoma, CA 95476, USA
Phone (707) 939-8171
Sonoma Wealth Advisors
SEC File# 801-117411
CRD# 305614

5 out of 5

Location 539 Broadway Suite A, Sonoma, CA 95476, USA
Phone (707) 938-7414
Warshaw Investment Services
Location 414 1st St E #4, Sonoma, CA 95476, USA
Phone (707) 933-1332
Thomas W Stubbs Financial Services
Location 18340 Hwy 12, Sonoma, CA 95476, USA
Phone (707) 928-4400
Magnum Financial
Location 192 Sierra Pl, Sonoma, CA 95476, USA
Phone (707) 996-9664
Bickford Investment Management Services
Location Armstrong Estates, 600 6th St E, Sonoma, CA 95476, USA
Phone (707) 292-9982
Edward Jones - Financial Advisor: Todd S Gerber
SEC File# 801-3297
CRD# 250
Location 554 Broadway, Sonoma, CA 95476, USA
Phone (707) 935-1545
Enso Wealth Management
SEC File# 801-110382
CRD# 287882
Location 11 5th St Suite 108, Petaluma, CA 94952, USA
Phone (707) 981-7584
Sonoma Wealth Advisors
SEC File# 801-117411
CRD# 305614
Location 50 Old Courthouse Sq Suite 300, Santa Rosa, CA 95404, USA
Phone (707) 595-0439
Spiritus Financial Planning

5 out of 5

Location 7 4th St, Petaluma, CA 94952, USA
Phone (707) 534-9478
Sonoma Valley Accountancy

5 out of 5

Location 426 Napa Rd, Sonoma, CA 95476, USA
Phone (707) 721-6000
Business Advantage
Location 19870 7th St E, Sonoma, CA 95476, USA
Phone (707) 935-9382
Sonoma County Wealth Advisors
SEC File# 801-107913
CRD# 283824
Location 884 3rd St Suite A, Santa Rosa, CA 95404, USA
Phone (707) 284-2975
Flynn Fiduciary Services
Location 755 Baywood Dr, Petaluma, CA 94954, USA
Phone (707) 775-3042
Oculus Financial Group

5 out of 5

Location 765 Baywood Dr Ste. 336, Petaluma, CA 94954, USA
Phone (707) 230-6525
Image of Sonoma, CA

About Sonoma, CA

Sonoma is a city located in California's Wine Country. It is home to many wineries, as well as the Sonoma Valley Regional Park. The top employers in Sonoma are typically wine-related businesses, although the city also has a few small technology companies. Major highways and streets in Sonoma include Highway 12 and Arnold Drive. The city's neighborhoods include Glen Ellen, Boyes Hot Springs, and Eldridge.

Where Certified Financial Advisors in Sonoma, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sonoma, CA have a number of banking options to choose from. The three main categories of banks are commercial banks, investment banks, and depository institutions. Each type of bank offers different services, so it's important for residents to understand the differences before choosing a bank.

Insurance Broker

Residents of Sonoma, CA were affected by the wildfires that burned through the area in October 2017. Many lost their homes and businesses, and many more are still struggling to rebuild. Insurance brokers can help residents of Sonoma, CA by helping them find the right insurance policy to cover their losses. They can also help with filing claims and getting money from the insurance company. Brokers have a lot of experience dealing with insurance companies, and they know what to do to get the most money possible for their clients.

Retirement Planning

Financial advisors can help Sonoma, CA residents with retirement planning in a number of ways. For example, they can help you to figure out how much money you will need to have saved in order to retire comfortably. They can also help you to invest your money wisely so that it will grow over time. Additionally, financial advisors can provide advice on when to start taking Social Security benefits and how to best use them in order to maximize your retirement income.

Wealth Management

Sonoma County, CA is known for its world-renowned wineries and breathtaking coastal views. But the county is also home to a growing population of high-net-worth individuals, many of whom are looking for ways to protect their wealth and plan for the future. Wealth management services can help Sonoma residents achieve their financial goals by providing customized advice and strategies tailored to their unique needs.

Estate Planning Lawyer

Estate planning lawyers in Sonoma, CA can help residents protect their assets and ensure their loved ones are taken care of after they die. By creating a will or trust, residents can designate who will inherit their property and how it will be managed. In addition, estate planning lawyers can help residents with asset protection, Medicaid planning, and more.

Mortgage Loan Officer

Mortgage loan officers in Sonoma County can help residents affected by the wildfires to rebuild their lives. They are a valuable resource for information and assistance during this difficult time. Their services include helping residents find temporary housing, providing information on insurance claims, and more.

Tax Services

Tax accountants can help Sonoma, CA residents by filing taxes and helping to reduce their tax liability. They can also provide advice on how to make the most of tax deductions and credits. Tax accountants can help Sonoma, CA residents save money and avoid penalties.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Sonoma, CA