Please note our privacy policy has changed. To view the policy, please go to https://www.thryv.com/privacy/

Financial Services in Freestone, CA

Map View
Info
About Search Results

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

1410 Neotomas Ave, Santa Rosa, CA 95405

OPEN NOW:8:30 am - 5:00 pm

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

6650 Commerce Blvd, Rohnert Park, CA 94928

CLOSED NOW:10:00 am - 6:00 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

3. Crumbley Financial Services

Crumbley Financial Services

6020 Commerce Blvd, Rohnert Park, CA 94928

CLOSED NOW:9:00 am - 5:00 pm
YP
41 Years
in Business

4. Fisher, David J

Fisher, David J

100 Professional Center Dr, Rohnert Park, CA 94928

CLOSED NOW:9:00 am - 5:00 pm
YP
28 Years
in Business

5. Accountable Solutions

Accountable Solutions

2235 Challenger Way, Santa Rosa, CA 95407

CLOSED NOW:9:00 am - 5:00 pm

From Business: Payroll and Accounting Services; QuickBooks training

6. ACE Cash Express

ACE Cash Express

6650 Commerce Blvd Ste 8, Rohnert Park, CA 94928

CLOSED NOW:9:00 am - 6:00 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

250 Rohnert Park Expy, Rohnert Park, CA 94928

CLOSED NOW:9:00 am - 6:00 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. Bollinger Glenn Guattery Gunn & McAravy LLP

Bollinger Glenn Guattery Gunn & McAravy LLP

111 Santa Rosa Ave, Santa Rosa, CA 95404

CLOSED NOW:9:00 am - 5:00 pm

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

9. Wells Fargo Advisors

Wells Fargo Advisors

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…

10. Redwood Credit Union

Redwood Credit Union

2460 Mendocino Ave, Santa Rosa, CA 95403

CLOSED NOW:9:00 am - 6:00 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

11. Redwood Credit Union

Redwood Credit Union

7840 Covert Ln, Sebastopol, CA 95472

CLOSED NOW:9:00 am - 6:00 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. Edward Jones - Financial Advisor: BJ Bertacco, CEPA®|AWMA®|CRPS™

Edward Jones - Financial Advisor: BJ Bertacco, CEPA®|AWMA®|CRPS™

7182 Healdsburg Ave Ste A, Sebastopol, CA 95472

OPEN NOW:8:30 am - 5:00 pm

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…

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

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

7182 Healdsburg Ave Ste A, Sebastopol, CA 95472

OPEN NOW:8:30 am - 5:00 pm

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

14. Bertacco Moore Wealth Management

Bertacco Moore Wealth Management

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…

15. Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP®

Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP®

7182 Healdsburg Ave Ste A, Sebastopol, CA 95472

OPEN NOW:8:30 am - 5:00 pm

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

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

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

17. Redwood Credit Union

Redwood Credit Union

1205 N Dutton Ave, Santa Rosa, CA 95401

CLOSED NOW:9:00 am - 6:00 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

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

Edward Jones - Financial Advisor: Chris Stafford, CFP®

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…

19. American Financial Benefits Center

American Financial Benefits Center

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

OPEN NOW:7:00 am - 5:00 pm

"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

20. Rubins Financial Strategies & Foothill Securities Inc

Rubins Financial Strategies & Foothill Securities Inc

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

OPEN NOW:8:30 am - 5:00 pm

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. FocusYOU

FocusYOU

2841 Cleveland Ave Ste 9, Santa Rosa, CA 95403

CLOSED NOW:

From Business: Providing financial planning and coaching services primarily to high tech engineering managers, technical professionals and their families. By using his time-tested scientific…

YP
15 Years
in Business

22. Montgomery Taylor & Co

Montgomery Taylor & Co

2880 Cleveland Ave Ste 2, Santa Rosa, CA 95403

CLOSED NOW:9:00 am - 6:00 pm

From Business: Tax Services include, CPA, accountant, tax preparation, state & federal taxes, IRS audit, accounting, retirement planning, financial planning, college financial planning,…

23. Baldenegro, Pauline EA

Baldenegro, Pauline EA

1120 College Ave, Santa Rosa, CA 95404

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

YP
49 Years
in Business

24. Edward Jones - Financial Advisor: Fadi Azhari

Edward Jones - Financial Advisor: Fadi Azhari

3550 Round Barn Blvd Ste 207, Santa Rosa, CA 95403

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…

25. Edward Jones - Financial Advisor: Bill Glascock, CFP®

Edward Jones - Financial Advisor: Bill Glascock, CFP®

3550 Round Barn Blvd Ste 207, Santa Rosa, CA 95403

OPEN NOW:8:00 am - 5:00 pm

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

26. Focus Partners

Focus Partners

3550 Round Barn Blvd Ste 212, Santa Rosa, CA 95403

OPEN NOW:8:00 am - 5:00 pm

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through…

27. Edward Jones - Financial Advisor: Tim Carroll

Edward Jones - Financial Advisor: Tim Carroll

3550 Round Barn Blvd Ste 205, Santa Rosa, CA 95403

OPEN NOW:8:30 am - 5:00 pm

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…

28. Edward Jones - Financial Advisor: Chris South, CEPA®

Edward Jones - Financial Advisor: Chris South, CEPA®

3510 Unocal Pl Ste 115, Santa Rosa, CA 95403

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…

29. Edward Jones - Financial Advisor: Erika Lockwood, CFP®

Edward Jones - Financial Advisor: Erika Lockwood, CFP®

1625 Terrace Way Ste B, Santa Rosa, CA 95404

OPEN NOW:8:00 am - 4:30 pm

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…

30. Edward Jones - Financial Advisor: Jeff Crouch

Edward Jones - Financial Advisor: Jeff Crouch

1801 4th St, Santa Rosa, CA 95404

OPEN NOW:8:00 am - 4:00 pm

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

We found 203 results for Financial Services in or near Freestone, 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.