Company Profile
Meyers Financial Services Inc
Company Overview
Meyers Financial Services Inc. is a small boutique wealth management and financial services firm. 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 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. Some clients come to us after going through a divorce or when they have lost a spouse.
Company History
The company has been in operation for 30+ years
Benefits
Paid Birthday off, a week off for holidays, Thanksgiving & Friday off paid. Other National paid holidays.