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Refi is a modern and innovative company based in Petaluma, CA that specializes in providing financial solutions to individuals and businesses. They offer a range of services aimed at helping clients manage their finances more effectively. With a team of experienced professionals, Refi works closely with clients to understand their unique financial needs and provide tailored solutions that meet their goals. Their commitment to excellence and personalized service sets them apart in the industry. Generated from their business information

Anders Wealth Management is a Fee-Only investment management and financial planning firm located in Petaluma, California. With over 30 years of experience, founder Tina Anders is a Certified Financial Planner who provides objective and tailored financial strategies to help clients maximize their assets and achieve their goals. As an independent firm, Anders Wealth Management does not accept commissions or finder's fees, ensuring that their advice is completely objective. They offer services such as portfolio management, financial planning, and responsible investing, catering to a diverse range of clients including high net worth individuals, business owners, and retirees.Generated from the website