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8:30AM - 4:30PM
1260 N Dutton Ave # 285, Santa Rosa
Investing
“Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.”
“Sound financial advice from an educated, patient advisor who has proven himself many times over during the 13 years he has handled our families money. I highly recommend him.”
8:30AM - 4:30PM
1151 Yulupa Ave, Santa Rosa
Investing
“I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.”
8AM - 5PM
3510 Unocal Pl #101, Santa Rosa
Investing
9:00 AM - 6:00 PM
600 McDonald Ave Suite 100, Santa Rosa
Investing
8:30AM - 5PM
2800 Cleveland Ave d, Santa Rosa
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“I used to have a financial advisor that was very hands off. I decided to switch to Holly March of 2020. Wow, what a difference. Since then she has inspired me to be an active participant in my retirement plan. She's savvy, smart, and listens to what you want and need. She also gives some needed real talk about where I was and where I need to get to go. I'm excited to have her on my team.”