Denegri & Associates

(1)

“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.”

i

(707) 573-1333 View Profile

Stameroff Nicholas L CPA MBA

(5)

Calculators, Small Business Accounting, Audits - Reviews - Compilations

“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.”

i

(707) 528-3010 View Profile

Censia Wealth Advisors

(2)

Retirement Planning, Tax Planning, Investment Management

“Awesome people, really glad I found them.”

i

(707) 571-8222 View Profile

Retirement Investment Specialists

(1)

“Ethical Practice”

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(707) 262-1880 View Profile

Strong Financial Network

(3)

Tell A Friend, Strong Financial Newsletters

“We spoke with several planners, but quickly selected Strong Financial as they have consistently delivered positive results and a very high level of customer service.”

i

(707) 576-1313 View Profile

Double Eagle Financial

(1)

Retirement Planning, Financial Planning, Investment Management

“Very professional highly recommend they helped me plan my retirement and gave me a 23% equity”

i

(707) 310-9068 View Profile

Darling Fiduciary Services

(1)

“I contacted Heidi for my neighbor, 87yrs old vet, for her services.”

i

(707) 546-4910 View Profile

Young Christopher

(2)

“Chris is easy to talk to and makes the time to explain everything I needed.”

i

(707) 200-1366 View Profile

Law Office of Leo R. Alberigi

(1)

“They always came back with new strategies to finally overcome the multitude of lies and manipulation we faced, as they had to argue against non-truth from the other side.”

i

(707) 762-3517 View Profile

Baldwin, McGaughey & Co.

(1)

Succession Planning, IRS Audit Representation, Strategic Business Planning

“I will be going to Dave for our tax matters for as long as he will have me.”

i

(707) 766-9480 View Profile

Sustainvest Asset Management

(1)

Sustainvest Premium, Overview, Pricing

“Thank you for being so generous with your time and for your dedication to responsible investing!”

i

(707) 230-6525 View Profile

Oculus Financial Group

(3)

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.”

i

Average Cost	$3629
Minimum cost	$1210
Maximum cost	$10281
Avg Per Hour Rates	$363

Best Financial Advisors in Santa Rosa, CA

The highest-rated Financial Planning & Wealth Management firms out of 332 vetted & reviewed in the Santa Rosa area.