Working with Individual Thinkers and Small Businesses         

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Tee S.

01/22/2013

Provided by YP.com

More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Thu:
Extra Phones

TollFree: 800-734-1124

Services/Products
Complete for Individuals, Estates and Businesses Tax Preparation and Consulting, Comprehensive Financial Plans, Retirement Planning, Insurance and Risk Management.
Brands
Anthem, Hartford, Health Net, Jackson Life, Jefferson Life, Kaiser, Lincoln Benifit, Pacific Life, Trans America
Payment method
visa, discover, check, master card
Location
Sonoma California Wine Country
Accreditation

operating a registered branch office of GIRARD, Securities, Inc.

Associations
Financial Planning Association, Sonoma Bar Association, Collabrative council of the Redwood Empire, CSEA California Society of Enrolled Agents,NAEA National Association of Enrolled Agents,Sonoma Valley Chamber of Commerce,
AKA

Meyers Financial Services

Categories
Retirement Planning Services, Tax Return Preparation