Teresa S.
1/6/2019
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...
Meyers Financial Wealth Management
Closed
(4)
Photos
670 W Napa St Ste C
Sonoma, CA 95476
We provide sophisticated wealth management, investment, and tax planning services, specifically for women of California’s North Bay, to help optimize their wealth. Our The Joy of Retirement Process® is focused on achieving financial independence and happiness through guiding you toward reaching your goals, budget coaching, organizing your financial life, and maximizing your wealth.
Also at this address
Reviews
5.04 reviewsCarroll M.
1/8/2019
Meyers Financial Service has been working with US for over 20 years. I work with Lillian sever times a month and receive timely responses. I recommend Meyers Financial Services. Carroll D. Mills
Jojo K.
1/6/2019
Lillian Meyers Financial Services are everything you need as a small business owner. Helpful, knowledgeable and friendly!
Leslie B.
1/6/2019
I highly recommend Meyers Financial Services for both financial planning and tax services. Lillian communicates in a transparent, open and honest way, it's so easy to discuss complicated financial...
Owner verified
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.