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

Overview of Kobrin Financial & Insurance Services

Kobrin Financial & Insurance Services is a noteworthy financial entity based at Address: 4849 Old Redwood Hwy, Santa Rosa, CA 95403. With a dedicated phone line at 075666775, prospective clients can easily reach out for assistance. Their professional services are showcased on their website, canyouretire.com, which offers a wealth of information for anyone seeking financial guidance.

As a women-owned business, Kobrin Financial & Insurance Services prides itself on providing a range of financial services. The company specializes in being a Financial consultant, Financial advisor, and Financial planner. They also offer the critical role of a Notary public, ensuring authenticity in legal documents. Their comprehensive services cater to a diverse clientele looking for expert financial advice and planning.

For those interested in visiting Kobrin Financial & Insurance Services, they offer both online appointments and onsite services. This flexibility accommodates various client preferences and needs. The business is known for its accessibility, boasting a wheelchair accessible entrance, parking lot, restroom, and seating area. Additionally, they provide a gender-neutral restroom, ensuring a welcoming environment for all customers, including the LGBTQ+ community.

A key point of interest regarding this company is its commitment to inclusivity and safety. It's important for potential clients to note that appointments are required and are even recommended to ensure personalized service. With only 10 reviews on Google My Business, the average opinion is remarkably high at 5/5. This indicates a high level of customer satisfaction and trust in the services provided by Kobrin Financial & Insurance Services.

For individuals seeking financial guidance or planning, Kobrin Financial & Insurance Services presents an excellent opportunity to engage with knowledgeable professionals in a supportive and accessible environment. Given the company's positive reception and comprehensive range of services, it's highly recommended to reach out through their website, canyouretire.com, to schedule an appointment or learn more about their offerings.

👍 Reviews of Kobrin Financial & Insurance Services

Kobrin Financial & Insurance Services - Santa Rosa, California

Teresa K.

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 M.

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 M.

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 D.

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 L.

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 G.

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 K.

5/5

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

Macy A. M.

5/5

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