Kobrin Financial Services
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We are a full-service retirement and estate planning firm based in Santa Rosa, California, and serving the Sonoma County area for over 18 years. We specialize in retirement and estate planning and active money management through:
* Family Trust implementation and reviews through our legal team * Health and Financial powers * Actively Managed Portfolios * Fee-based Financial Planning * Retirement Planning * Qualified retirement plan rollovers * Fixed and Indexed annuities * Long Term Care Alternative plans * Medi-cal planning * Charitable legacy programs * We also specialize in meeting the health and life insurance needs of individuals, families and seniors. |
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