Business in Financial planner:

A.E.I. Financial Group
Wedbush Securities, Inc.
Stifel
Arrow Point Wealth Management
Buckingham Strategic Wealth

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Investment service

1. A.E.I. Financial Group - Santa Rosa

· 6 reviews

3558 Round Barn Blvd Suite 200, Santa Rosa, CA 95403

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1. Expert Insurance Advisory: A.E.I. Financial Group specializes in tailored insurance solutions, offering personalized recommendations and a wide range of products to secure your future.
2. Superior Customer Service: With a reputation for integrity and skill, our team provides candid advice, caring support, and unparalleled talent, ensuring customized, affordable insurance for all your needs.
3. Competitive Rates & Premium Packages: As the insurance firm of choice, we offer the most competitive rates in the area, providing top-notch insurance packages for estate, small business, and personalized insurance marketplace.
4. In-Depth Consultation Process: We take the time to understand your unique criteria, carefully listening to your wants, needs, and budget during a personalized consultation, before presenting several leading coverage options.
5. Rave Client Reviews: Our clients rave about our exceptional service, knowledge, and ongoing IRA wisdom, trusting us with their family's financial security and investment needs for years. Schedule a no-obligation consultation today!

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2. Wedbush Securities, Inc. - Santa Rosa

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· 1 reviews

2455 Bennett Valley Rd c218, Santa Rosa, CA 95404, United States

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1. Expert financial advice: Our advisors have years of experience helping clients achieve their investing goals.
2. Personalized approach: We take the time to understand your unique needs and develop a tailored strategy for you.
3. Comprehensive knowledge: Our advisors are well-versed in a variety of investing strategies and can explain them to you in an easy-to-understand way.
4. Innovative solutions: We use the latest tools and technology to help secure your financial future.
5. Secure your future: Trust us to help you make informed decisions and build a strong financial foundation for years to come.

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Investment service

3. Stifel - Santa Rosa

· 2 reviews

3554 Round Barn Blvd #200, Santa Rosa, CA 95403

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1. Goals-based wealth management: We prioritize understanding your financial aspirations and legacy, crafting tailored strategies for your unique situation.
2. Comprehensive financial planning: Our philosophy revolves around a well-structured, adaptable financial plan, ensuring outstanding and relevant service for every client.
3. Exclusive investor resources: Access in-depth market updates, research, and insights through our platform, designed for informed decision-making.
4. Engaging industry content: Stay updated with our Sight|Lines weekly note, Investment Strategy Brief, and podcast, featuring thought-provoking conversations with finance leaders.
5. Personalized high net worth services: Benefit from our complete range of financial services, specifically catering to the sophisticated investor in and around Santa Rosa, CA.

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4. Arrow Point Wealth Management - Santa Rosa

· 1 reviews

1011 2nd St Suite 100, Santa Rosa, CA 95404

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1. Deeply caring Financial Planners: We prioritize your success and unique goals, providing personalized advice and guidance for your financial well-being.
2. Knowledgeable and Generous: We share valuable insights from our curated book database, offering easy-to-read summaries to inspire and empower your financial journey.
3. Comprehensive Financial Plans: With a focus on planning and risk management, we create tailored plans to preserve and grow your wealth, aligning with your unique definition of success.
4. Independent and Expert Advisors: Affiliated with LPL Financial, we offer expansive advice and customized solutions, ensuring the best possible impact on your life and future.
5. Educational Video Series: Dive into financial planning with our expert insights and practical advice, learning how Arrow Point Wealth Management can help you build a successful financial future.

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5. Buckingham Strategic Wealth - Santa Rosa

· 1 reviews

3550 Round Barn Blvd #212, Santa Rosa, CA 95403

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1. Holistic financial planning: Our team of investment, tax, and financial planning specialists will create a personalized plan that considers all aspects of your financial life.
2. Experience-focused: With our Experience Is Everything approach, we ensure that your financial plan is tailored to your unique goals and circumstances, providing you with peace of mind.
3. Early business transition planning: Our Business Solutions Director, Chuck Laverty, highlights the importance of early succession planning for your financial plan's success.
4. Estate planning: Our experts design well-executed estate plans that adapt to your evolving goals and circumstances, ensuring your legacy is preserved.
5. Careful job transition planning: Our Wealth Advisor, Ryan Berning, shares five key items to review when transitioning to a new role, ensuring your financial life remains in balance.