Financial Advising in Santa Rosa, CA
7 locations found near Santa Rosa
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Financial Advising
2
Edward Jones - Financial Advisor: Mark P Dunn, ChFC®|RICP®|CLU®|AAMS™|CRPC™|CRPS™ - 1151 Yulupa Ave
8:30AM - 4:30PM
1151 Yulupa Ave, Santa Rosa
Financial Advising
“I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.”
8:30AM - 5:30PM
3558 Round Barn Blvd Suite #200, Santa Rosa
Financial Advising
“I have enjoyed working with Eric. He is knowledgeable and helpful and caring and listens to my particular needs and goals. I highly recommend him to anyone looking for asdistance with their investment needs. He's great!!”
Financial Advising
“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.”
Financial Advising
“I absolutely love this bank and the people in it. I have never had better service in my life. Hands down, "The Ritz Carlton" of the banking industry. Holds your heads up high!”
Financial Advising
9:30AM - 6:30PM
443 Dutton Ave #3, Santa Rosa
Financial Advising
“Taxes: Anyone that lives in the Santa Rosa, CA area and is looking to claim Tax Trader Status, declare Mark-to-Market, etc... If you have searched then you know how few tax preparers know about, or even want to help a day trader with his/her taxes. He's a really nice guy too. You should schedule a meeting with him today!”