Kobrin Financial & Insurance Services - Santa Rosa, California

Address: 4849 Old Redwood Hwy, Santa Rosa, CA 95403.
Phone: 075666775.
Website: canyouretire.com
Specialties: Financial consultant, Financial advisor, Financial institution, Financial planner, Notary public.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Kobrin Financial & Insurance Services

☎️075666775

⏰ Open Hours of Kobrin Financial & Insurance Services

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: Closed
Saturday: Closed
Sunday: Closed

Kobrin Financial & Insurance Services is a reputable financial institution located at Address: 4849 Old Redwood Hwy, Santa Rosa, CA 95403. With a phone number of 075666775, it is easily accessible for clients seeking financial advice and planning. The company's website, canyouretire.com, provides additional information about its services.

As a financial consultant, financial advisor, and financial planner, Kobrin Financial & Insurance Services specializes in helping clients achieve their financial goals. The company also offers notary public services, making it a one-stop-shop for many clients' needs.

Kobrin Financial & Insurance Services prides itself on being a women-owned business and is committed to providing a safe and welcoming environment for all clients. It offers online appointments as well as onsite services, making it convenient for clients to schedule a consultation. The location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, restroom, and seating. Additionally, it offers gender-neutral restrooms and is LGBTQ+ friendly, creating a welcoming atmosphere for all clients.

The company has received excellent reviews from clients, with 10 reviews on Google My Business and an average opinion rating of 5/5. This is a testament to the high-quality services and commitment to client satisfaction that Kobrin Financial & Insurance Services provides.

Overall, Kobrin Financial & Insurance Services is an excellent choice for those seeking financial advice and planning. Its convenient location, accessible services, and commitment to diversity and inclusion make it a standout in the industry. If you're looking for a financial institution that truly cares about its clients, look no further than Kobrin Financial & Insurance Services. Be sure to check out its website for more information and to schedule an appointment today.

👍 Reviews of Kobrin Financial & Insurance Services

Kobrin Financial & Insurance Services - Santa Rosa, California

Teresa kostelnik

5/5

I recently went through a major life changing event. I called up the office and asked Sharon for help and advice. She was almost on her way out the door to volunteer in Africa. Dylon practically held my hand pulling all the paperwork together and making phone calls for me while handling all the details of what I felt were complex and overwhelming transactions. Sharon has called me to follow up on investment choices once the paperwork was complete. Everyone in this office has been so kind including Angela with her sweet voice answering the phone and Katherine setting up accounts and beneficiaries. And those sweet doggies who greet you.
Can’t forget to mention they helped me set up a trust with an attorney and all the legalities that involved.
I feel like I am in very good hands and treated almost like a member of their family. Thank you Kobrin Financial.

Louise Marshall

5/5

I have been with Kobrin Financial for over 15 years.. They are the best ! Trustworthy , kind wonderful, and most of all knowledgeable .. They take care of you in the best way, for what you need. This is a family business ,passed down from father daughter, grandson. They make you feel like you are part of the family..
I trust All of them, with. My finances ,and I refer my family and friends .. theBest

heather moore

5/5

Kobrin Financial has been guiding me and my family for years. They have helped me prepare for my financial future and I’m excited to retire successfully. The Kobrin family is the best!

Christopher Donlon

5/5

I was hesitant at first but after meeting with Dylan I knew I would be well taken care of. Dylan took the time to explain all of my options in simple terms and was patient with all of my questions. I feel a lot more comfortable with my financial situation and game plan for the future after utilizing Kobrin Financial. I would highly recommend their services to anyone in need of help planning for their financial future. Thank you Dylan!

Kai lancaster

5/5

Our family has three generations working with Kobrin Financial. They have taken great care of us for decades. Knowledgeable. Thoughtful. Professional. I’d give more stars if possible!

Dale Graves

5/5

Great working with Sharon, Dylan and the rest of the staff! They really know their stuff and are always eager to help.

Jacqueline Keywood

5/5

Honest caring and excellent communicators. Makes complex information easier to understand in order to make the best decisions.

Macy Atkin Mcfarland

5/5

Best, most understanding people ever. Knowledgeable and kind! Been with then for years.