Claire B.
11/6/2025
They have held my hand while helping me to decide where to invest my money best. On top of that they offer occasional sessions to try and inform us of what is going on with Medicare, taxes, and...
Kobrin Financial & Insurance Services
Closed
(6)
Photos
4849 Old Redwood Hwy
Santa Rosa, CA 95403
Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
Also at this address
Reviews
4.56 reviews
Leslie H.
10/17/2023
Great team and very knowledgeable. I moved my accounts to this firm recently. Away from a large conglomerate
Monica V.
2/4/2024
Years ago we trusted this team with all of our investments. They've been so helpful, responsive, and well, lovely. (take that Charles Schwab!) Once with a home grown business like Kobrin I'd...
Debra W.
6/12/2021
Put all my money in with this firm to invest years ago. As soon as I saw there was a down turn in the market I called multiple times over a one week period to cash out. I got little response, many...
Michael N.
12/28/2022
We really love working with Sharon. She has been so supportive, informative, honest, with great ideas, not pushy at all, and good at understanding and addressing our very particular financial needs.
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