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8:30AM - 4:30PM
1151 Yulupa Ave, Santa Rosa
Financial Advising
“Mark is incredibly knowledgeable in his field. He helped me maximize year-end tax benefits through smart financial planning and, most importantly, gave me real peace of mind that I’m on track for retirement. I can’t recommend him enough—he’s now my go-to financial planning expert and someone I confidently refer to my clients.”
“Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.”
9:30AM - 6:30PM
443 Dutton Ave #3, Santa Rosa
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My experience with Arrowpoint has been nothing short of exceptional. The team brings a broad scope of knowledge, prepared to handle even the most complex financial and compliance challenges. What sets them apart is their hands-on approach, taking on tedious tasks to make my life easier. Their guidance is not only clear but also remarkably insightful, giving me complete confidence that my financial future is in capable hands. They continue to be an invaluable partner, and I couldn’t be more grateful to have their support.”