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      Financial Services in Cotati, CA

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      SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

      1. Bay Sierra Financial Inc

      Bay Sierra Financial Inc
      707-544-5696Call NowVisit Website
      Directions
      Financial ServicesReal Estate LoansInvestments

      1410 Neotomas Ave, Santa Rosa, CA 95405

      CLOSED NOW:Closed

      From Business: BaySierra Financial, Inc. is a full service real estate finance and investment company with more than 40 years of experience providing borrowers and private lenders with…

      YP
      26 Years
      in Business

      2. Haley's Tax Service: Caperton Christine

      Haley's Tax Service: Caperton Christine
      707-584-3937Call NowVisit Website
      Directions
      5.0
      5.0
      Financial ServicesAccounting ServicesNotaries Public

      6650 Commerce Blvd, Rohnert Park, CA 94928

      OPEN NOW:10:00 am - 2:00 pm

      "Haley's Tax Service has helped me with efficient, timely, and professional starting 2 years ago. I recommend them if you want the job done right! Thank you Haley's for your…"

      YP
      31 Years
      in Business

      4. Fisher, David J

      Fisher, David J
      707-588-9700Call NowVisit Website
      Directions
      Financial ServicesBookkeepingAccounting Services

      100 Professional Center Dr, Rohnert Park, CA 94928

      CLOSED NOW:
      YP
      28 Years
      in Business

      5. Edward Jones - Financial Advisor: Krista Neary

      Edward Jones - Financial Advisor: Krista Neary
      707-665-5427Call NowVisit Website
      Directions
      Financial ServicesInvestment Advisory ServiceInvestment Securities

      574 E Cotati Ave, Cotati, CA 94931

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      6. ACE Cash Express

      ACE Cash Express
      707-584-5710Call NowVisit Website
      Directions
      Financial ServicesCheck Cashing ServiceATM Locations

      6650 Commerce Blvd Ste 8, Rohnert Park, CA 94928

      OPEN NOW:10:00 am - 5:00 pm

      From Business: At ACE Cash Express in Rohnert Park, CA, we make it simple to take control of your finances. Visit our store at 6650 Commerce Boulevard for a wide range of financial services…

      YP
      58 Years
      in Business

      7. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsBanks

      250 Rohnert Park Expy, Rohnert Park, CA 94928

      OPEN NOW:9:00 am - 4:00 pm

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      76 Years
      in Business

      8. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsBanks

      301 N McDowell Blvd, Petaluma, CA 94954

      OPEN NOW:9:00 am - 4:00 pm

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      76 Years
      in Business

      9. Accountable Solutions

      Accountable Solutions
      707-578-1815Call NowVisit Website
      Directions
      Financial ServicesBookkeepingAccounting Services

      2235 Challenger Way, Santa Rosa, CA 95407

      CLOSED NOW:

      From Business: Payroll and Accounting Services; QuickBooks training

      10. Bollinger Glenn Guattery Gunn & McAravy LLP

      Bollinger Glenn Guattery Gunn & McAravy LLP
      707-526-2624Call NowVisit Website
      Directions
      Financial ServicesAccountants-Certified PublicAccounting Services

      111 Santa Rosa Ave, Santa Rosa, CA 95404

      CLOSED NOW:

      From Business: Because our results speak for themselves. We are forward-thinking and always in-tune with the present economy. We are respectful and polite and will discuss all options with…

      YP
      28 Years
      in Business

      11. Redwood Credit Union

      Redwood Credit Union
      800-479-7928Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsBanks

      2460 Mendocino Ave, Santa Rosa, CA 95403

      OPEN NOW:9:00 am - 4:00 pm

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      76 Years
      in Business

      12. Wells Fargo Advisors

      Wells Fargo Advisors
      707-545-4810Call NowVisit Website
      Directions
      Financial ServicesInvestmentsMutual Funds

      3700 Old Redwood Hwy Ste 108, Santa Rosa, CA 95403

      From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

      13. Edward Jones - Financial Advisor: Chris Stafford, CFP®

      Edward Jones - Financial Advisor: Chris Stafford, CFP®
      707-536-1923Call NowVisit Website
      Directions
      Financial Services

      6010 Commerce Blvd Ste 150, Rohnert Park, CA 94928

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      14. American Financial Benefits Center

      American Financial Benefits Center
      707-222-4088Call NowVisit Website
      Directions
      5.0
      5.0
      Financial ServicesFinancial PlannersFinancial Planning Consultants

      311 Professional Center Dr # 2, Rohnert Park, CA 94928

      CLOSED NOW:Closed

      "I would like to thank the staff of American Financial Benefits Center and especially Luke W. for providing excellent service. Everything was handled very professionally and in…"

      YP
      15 Years
      in Business

      15. Edward Jones - Financial Advisor: Cara C Widmer, AAMS®

      Edward Jones - Financial Advisor: Cara C Widmer, AAMS®
      707-823-1991Call NowVisit Website
      Directions
      Financial Services

      1161 Hwy 116 S, Sebastopol, CA 95472

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      16. Wells Fargo Bank

      Wells Fargo Bank
      707-766-2460Call NowVisit Website
      Directions
      Financial ServicesATM LocationsBanks

      333 S Mcdowell Blvd Ste B, Petaluma, CA 94954

      OPEN NOW:9:00 am - 2:00 pm

      From Business: Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for what’s next.…

      YP
      20 Years
      in Business

      17. Edward Jones - Financial Advisor: Nicole E Wade, CEPA®

      Edward Jones - Financial Advisor: Nicole E Wade, CEPA®
      707-762-0611Call NowVisit Website
      Directions
      Financial Services

      222 Weller St Ste 1, Petaluma, CA 94952

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      18. Edward Jones - Financial Advisor: Holly M Garretson, CFP®|AAMS®

      Edward Jones - Financial Advisor: Holly M Garretson, CFP®|AAMS®
      707-528-3452Call NowVisit Website
      Directions
      Financial Services

      1410 Neotomas Ave Ste 106, Santa Rosa, CA 95405

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      19. Edward Jones - Financial Advisor: John Moller, AAMS®

      Edward Jones - Financial Advisor: John Moller, AAMS®
      707-773-9105Call NowVisit Website
      Directions
      Financial ServicesInvestment Advisory ServiceInvestment Securities

      26 4th St Ste B, Petaluma, CA 94952

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      20. Rubins Financial Strategies & Foothill Securities Inc

      Rubins Financial Strategies & Foothill Securities Inc
      707-542-9449Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersPension & Profit Sharing Plans

      320 10th St Ste 304, Santa Rosa, CA 95401

      CLOSED NOW:Closed

      From Business: Harry Rubins, Branch Manager and Financial Consultant Harry Rubins is an independent financial consultant with Foothill Securities in Santa Rosa, CA, Harry has over 25 years…

      YP
      41 Years
      in Business

      21. Baldenegro, Pauline EA

      Baldenegro, Pauline EA
      707-577-8291Call NowVisit Website
      Directions
      Financial ServicesTax Return PreparationBookkeeping

      1120 College Ave, Santa Rosa, CA 95404

      From Business: Former IRS agent for 34 years, experienced, personalized attention.

      YP
      49 Years
      in Business

      22. Edward Jones - Financial Advisor: Charles Walker

      Edward Jones - Financial Advisor: Charles Walker
      707-778-8665Call NowVisit Website
      Directions
      Financial Services

      775 Baywood Dr Ste 103, Petaluma, CA 94954

      From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

      23. Richard Pitt - Financial Advisor, Ameriprise Financial Services

      Richard Pitt - Financial Advisor, Ameriprise Financial Services
      707-658-4414Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      755 Baywood Dr Ste 200, Petaluma, CA 94954

      CLOSED NOW:Closed

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      24. Preferred Rate - Martin Yataco

      Preferred Rate - Martin Yataco
      415-328-9968Call NowVisit Website
      Directions
      Financial ServicesMortgagesFinancial Planning Consultants

      755 Baywood Dr 2nd Fl, Petaluma, CA 94954

      OPEN NOW:8:00 am - 7:00 pm

      From Business: Martin Yataco - Preferred Rate NMLS #277444 With 24 years in the mortgage industry and an MBA in Global Management, I’ve had tremendous success with thousands of satisfied…

      YP
      14 Years
      in Business

      25. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsInsurance

      1205 N Dutton Ave, Santa Rosa, CA 95401

      OPEN NOW:9:00 am - 4:00 pm

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      76 Years
      in Business

      26. Edward Jones - Financial Advisor: Jeff Crouch

      Edward Jones - Financial Advisor: Jeff Crouch
      707-526-1001Call NowVisit Website
      Directions
      Financial ServicesInvestment Advisory ServiceInvestment Securities

      1801 4th St, Santa Rosa, CA 95404

      CLOSED NOW:Closed

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      27. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
      Directions
      Financial ServicesCredit UnionsBanks

      2763 4th St, Santa Rosa, CA 95405

      OPEN NOW:9:00 am - 4:00 pm

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      76 Years
      in Business

      28. Edward Jones - Financial Advisor: Jane K Costello, ABFP®|AAMS®

      Edward Jones - Financial Advisor: Jane K Costello, ABFP®|AAMS®
      707-579-3784Call NowVisit Website
      Directions
      Financial Services

      182 Farmers Ln Ste 200, Santa Rosa, CA 95405

      CLOSED NOW:Closed

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      29. Edward Jones - Financial Advisor: Tim R Moore, AAMS®

      Edward Jones - Financial Advisor: Tim R Moore, AAMS®
      707-823-4708Call NowVisit Website
      Directions
      Financial Services

      7182 Healdsburg Ave Ste A, Sebastopol, CA 95472

      CLOSED NOW:Closed

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      YP
      104 Years
      in Business

      30. Bertacco Moore Wealth Management

      Bertacco Moore Wealth Management
      707-823-4708Call NowVisit Website
      Directions
      Financial Services

      7182 Healdsburg Ave Ste A, Sebastopol, CA 95472

      From Business: High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make…

      We found 265 results for Financial Services in or near Cotati, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investment Securities. 6 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Junior College, Julliard Park Neighborhood Watch, and Larkfield-Wikiup. These businesses offer their services in one-or-more of the following languages: Spanish, Hindi, and Urdu.