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Baldwin, McGaughey & Co.
Quickanswers, Strategic Business Planning, Quicktuneup
“I will be going to Dave for our tax matters for as long as he will have me.”
Best Financial Advisors in Petaluma, CA
The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Petaluma area.
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Oculus Financial Group
Financial Planning, Retirement Planning
“He has always gone above and beyond to make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning.”
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Sustainvest Asset Management
“Thank you for being so generous with your time and for your dedication to responsible investing!”
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Breen Wealth Management
“Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk.”
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Kruse Financial Strategy
“She is clear about what she can offer and her timelines - and she delivers.”
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Ansbrotax
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Spiritus Financial Planning
“Imagine planning for your retirement and feeling inspired by the many possibilities life has to offer you. Imagine developing a life plan with excitement, high anticipation, fearlessness and sheer joy for what comes next. Imagine feeling peace of min...”
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Skolnik Wealth Management
Corporate Retirement Plans, Business Succession Planning, College Planning
“We are advocates of comprehensive lifeplanning, an approach that takes a holisticlook at what you truly value. Together, we willdiscover your goals and needs, then structureyour finances to help you pursue criticalmilestones throughout your financial...”
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Choreo Advisors
“Whether you're a business owner, executive, family, foundation or working professional, we understand the nuances of many types of wealth planning lifecycles and proactively provide guidance tailored to your specific circumstances, needs and risk tol...”
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Flynn Fiduciary Services
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Innovative Settlements, Life Settlement Experts
“I wish I had heard of your service just a few months sooner. I am still thankful for your compassion and professional efforts, you took our request and ran with it. The clock and the cancer took it all away to soon. I thank you Carole, I would recomm...”
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Zim Wealth Management
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Burleson + Company
“We know investing for your future is highly personal. Ideally, your strategy should reflect your goals and your values. At Perigon, we believe you can have both. We provide clear, actionable advice for families and individuals navigating their path t...”
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Denegri & Associates
“They are helpful, knowledgable and have been a massive help in guiding us through the set up of our business accounts and putting process in place to make ongoing maintenance largely automated and straight forward.”
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Alpha Wealth Management
“Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance o...”
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Stameroff Nicholas L CPA MBA
Audits - Reviews - Compilations, Calculators, Part-Time CFO Services
“He spent 15 minutes on the phone with me today helping me sort out a tough tax matter and was patient and graceful regarding my lack of understanding of the tax code.”
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Protea Financial
Compliance, Payroll, Management Accounts
“Their outstanding team works fast, has the soft skills needed in this business, and their efficiency and attention to detail mean I can relax and do what I love.”
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Pharos Wealth Management
Digital Advisor, Portfolio Management, Financial Planning
“Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income.”
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Morre & Company
“So I've had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs.”
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Moraes & Cassidy Group
Business Planning Services, Insurance & Risk Management, Tax Strategies
“When your Investment Advisor calls you from his Hawaii vacation while walking on the beach to give you an update on the market, you know you've got the right advisor.”
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Alders Financial Solutions
Client Bill of Rights
“They are all great in there.”
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LFA Private Wealth Management
Alternative Investments, Multi-Generational Wealth Planning, Financial Planning
“We appreciate their knowledge base and accessibility…”
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Hennessy Funds
“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”
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Cromwell Tax & Bookkeeping
- Money
“They are very thorough and meticulous at a very reasonable cost.”
Retirement Planning and Investment Management Services in Petaluma, CA Cost Estimates
Minimum cost
$1073
Maximum cost
$9119
National Average
$3219
Avg Per Hour Rates
$322
$2146
$5901
Typical price range is based on
458 cost profiles
Why these companies made our list
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