We provide Savvy Wealth Management, Investment, and Tax planning services in California's North Bay cities such as Sonoma, Napa, Petaluma, Novato, Rohnert Park, and Santa Rosa. We also work virtually with clients nationwide throughout the United States, using the video conferencing platform "Zoom".
Contact us today at 707-935-1124 to schedule your virtual appointment. We work with clients who have comprehensive wealth planning needs who want an advisor that will listen to their needs, with empathy and understanding. Our clients are retired or planning to retire. Or they may have experienced a wealth event such as an inheritance, sale of a business, a lump sum pension, or received a legal settlement.
Contact us today at 707-935-1124 to schedule your virtual appointment. We work with clients who have comprehensive wealth planning needs who want an advisor that will listen to their needs, with empathy and understanding. Our clients are retired or planning to retire. Or they may have experienced a wealth event such as an inheritance, sale of a business, a lump sum pension, or received a legal settlement.
Services
At Meyers Financial Services, Inc., our dedication to clients is demonstrated through our service model. As the investment fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
At Meyers Financial Services Inc., we bring a rare combination of experience in investment management and wealth planning, along with expertise in tax minimization strategies. Ariel Andrews is Meyers Financial Services, Inc. Investment Advisor Representative. She holds a FINRA 65 License, graduated from Sonoma State University with her bachelor's degree in Communications.
Lillian Meyers brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. Most financial advisors are not educated and trained in accounting and taxes and often overlook the cost of taxes on a portfolio.
We work virtually with clients nationwide throughout the United States using the video conferencing platform "Zoom". Contact us today at 707-935-1124 to schedule your virtual appointment. Take your time back and meet with us at your convenience, no need to drive to an office and hope to get out in time for your next appointment.
You are retiring or preparing for retirement. You may have experienced a wealth event such as an inheritance, sale of a business, or received a legal settlement, or you may have recently lost a spouse or become divorced.
We like to work with individuals and married couples who have a desire to organize their finances, plan their future, and they want to work with a wealth and tax manager who will help them take care of all aspects of your financial life.Doing this will allow you to pursue your passions with confidence, knowing you've made sound financial decisions.
We like to work with individuals and married couples who have a desire to organize their finances, plan their future, and they want to work with a wealth and tax manager who will help them take care of all aspects of your financial life.Doing this will allow you to pursue your passions with confidence, knowing you've made sound financial decisions.
Reviews (2)
Teresa S.
Jan 07, 2019
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We bring all of our questions to Lillian and she very patiently answers them! She is an expert in tax preparation as she is an enrolled agent. When we have questions, she will respond by email quickly. We really appreciate that. We highly recommend her financial planning and tax preparation services to you.
Jojo K.
Jan 06, 2019
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