Vicki is AMAZING!!! She goes above and beyond. She helped our new, small business get up and going. I couldn't imagine doing business with anyone else. She researched and gave me the BEST rates...
Martinelli Insurance
(1)
Martinelli Financial Services, located in Petaluma, CA, has been dedicated to providing comprehensive financial solutions for over 37 years. Their team offers personalized services in financial and retirement planning, asset management, legacy insurance planning, and employee benefits, ensuring that clients achieve their financial goals and peace of mind.
As an independent firm, Martinelli Financial Services emphasizes building long-term relationships with individuals, employees, and business owners while tailoring their approach to each client's unique financial journey. Recognizing the importance of a diversified investment portfolio, they also provide alternative investment options to help clients navigate today's complex financial landscape.
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