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9:30 AM - 4:00 PM
7151 Bodega Ave, Sebastopol
Investing
“Very kind and professional. I sold a bit of gold and silver here recently and I feel like I was compensated very fairly. I would absolutely recommend them for anyone looking to do the same.”
“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.”
“Sound financial advice from an educated, patient advisor who has proven himself many times over during the 13 years he has handled our families money. I highly recommend him.”
9AM - 5PM
6545 Hunter Dr, Rohnert Park
Investing
8AM - 3:30PM
6010 Commerce Blvd Suite 150, Rohnert Park
Investing
8AM - 5PM
3510 Unocal Pl #101, Santa Rosa
Investing
8:30AM - 5PM
2800 Cleveland Ave d, Santa Rosa
Investing
8:30AM - 4:30PM
1260 N Dutton Ave # 285, Santa Rosa
Investing
“I used to have a financial advisor that was very hands off. I decided to switch to Holly March of 2020. Wow, what a difference. Since then she has inspired me to be an active participant in my retirement plan. She's savvy, smart, and listens to what you want and need. She also gives some needed real talk about where I was and where I need to get to go. I'm excited to have her on my team.”
9:00 AM - 6:00 PM
600 McDonald Ave Suite 100, Santa Rosa
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“I had questions with my loans and Josh Sanchez helped me out last week and I was pleasantly suprised at the close attention to detail and professionalism he presented me with. I have had trouble with bankers in the past- feeling like My needs had not been met but I will be returning to this location from my positive experience.”