Kobrin Financial & Insurance Services - Santa Rosa, California

Kobrin Financial & Insurance Services, located at Address: 4849 Old Redwood Hwy, Santa Rosa, CA 95403, United States, is a women-owned financial institution that specializes in providing financial consulting, advisory, planning, and notary public services. With a phone number: 7075666775 and a user-friendly website canyouretire.com, Kobrin Financial & Insurance Services is an LGBTQ+ friendly and transgender safe space that offers on-site services, including wheelchair-accessible parking, entrance, seating, and toilet, as well as gender-neutral toilets.

At Kobrin Financial & Insurance Services, clients can expect personalized attention, expert guidance, and a wide range of financial solutions tailored to their unique needs. The company's team of experienced financial consultants, advisors, and planners are committed to helping clients achieve their financial goals, whether it's planning for retirement, managing investments, or securing insurance coverage. As a notary public, Kobrin Financial & Insurance Services also offers document authentication and witnessing services, ensuring the legality and validity of important paperwork.

With 10 reviews on Google My Business and an average opinion: 5/5, Kobrin Financial & Insurance Services has established a solid reputation for excellence and professionalism in the financial industry. Clients consistently praise the company's knowledgeable staff, responsive customer service, and commitment to their financial well-being.

If you're looking for a trusted financial partner who can help you navigate the complex world of finance, look no further than Kobrin Financial & Insurance Services. With their extensive expertise, personalized approach, and commitment to diversity and inclusion, Kobrin Financial & Insurance Services is the perfect choice for anyone seeking financial guidance and support. Be sure to visit their website at canyouretire.com to learn more about their services and schedule an appointment today. Recommendation: Contact Kobrin Financial & Insurance Services through their website for a personalized financial consultation and take the first step towards achieving your financial goals.

Reviews of Kobrin Financial & Insurance Services

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.