Sonoma Wealth Advisors - Sonoma, California

Address: 539 Broadway Suite A, Sonoma, CA 95476, United States.
Phone: 7079387414.
Website: sonomawealthadvisors.com
Specialties: Financial planner, Financial advisor, Financial consultant, Financial institution, Investment service.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Sonoma Wealth Advisors

☎️7079387414

⏰ Open Hours of Sonoma Wealth Advisors

Monday: 9 a.m.–4:30 p.m.
Tuesday: 9 a.m.–4:30 p.m.
Wednesday: 9 a.m.–4:30 p.m.
Thursday: 9 a.m.–4:30 p.m.
Friday: 9 a.m.–3:30 p.m.
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of Sonoma Wealth Advisors, presented in a formal and helpful tone, adhering to your specifications:

Sonoma Wealth Advisors: A Trusted Partner for Your Financial Future

Sonoma Wealth Advisors stands as a respected financial institution dedicated to providing comprehensive and personalized financial guidance to clients in the Sonoma County area and beyond. Located at 539 Broadway Suite A, Sonoma, CA 95476, United States, the firm prioritizes building strong, lasting relationships built on trust and expertise. They are easily accessible via phone at 7079387414, and you can learn more at their website: sonomawealthadvisors.com.

What They Offer:

Sonoma Wealth Advisors specializes in a full spectrum of financial planning services, acting as both a financial planner and financial advisor. Their team of experienced professionals assists clients with:

Investment Services: Creating and managing diversified investment portfolios tailored to individual risk tolerance and financial goals. They work with a variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
Financial Consulting: Providing strategic advice on a wide range of financial matters, including retirement planning, estate planning, tax optimization, and college savings.
Financial Institution Services: Navigating the complexities of banking and lending to ensure clients have access to the most advantageous financial products.

Accessibility and Client Experience:

Sonoma Wealth Advisors is committed to creating a welcoming and accessible environment for all clients. The firm offers a range of services to accommodate diverse needs:

Online Appointments: Convenient scheduling through their website.
Onsite Services: Personalized consultations at their Sonoma office.
Language Assistance: Providing support to clients who require translation services.
Accessibility Features: The office boasts comprehensive accessibility features, including wheelchair accessible seating, entrance, parking lot, and washroom. An appointment is required for all consultations.

Client Feedback:

Currently, Sonoma Wealth Advisors maintains 32 reviews on Google My Business, reflecting a strong positive client experience. The average rating is an impressive 4.9 out of 5 stars – a testament to their commitment to client satisfaction. Here’s a summary of frequently mentioned positive aspects:

Knowledgeable Professionals: Clients consistently praise the advisors’ expertise and ability to explain complex financial concepts clearly.
Personalized Service: Many reviewers highlight the individualized attention and tailored solutions they received.
Trust and Integrity: A recurring theme is the firm’s reputation for honesty, transparency, and ethical conduct.

Key Information for Prospective Clients:

| Feature | Detail |
|--------------------|---------------------------------------|
| Location | 539 Broadway Suite A, Sonoma, CA 95476 |
| Phone | 7079387414 |
| Website | sonomawealthadvisors.com |
| Specialties | Financial Planner, Financial Advisor, Financial Consultant, Investment Service |
| Google Reviews | 4.9/5 (32 reviews) |

Concluding Recommendation:

For individuals and families seeking a reliable and knowledgeable financial advisor in the Sonoma area, Sonoma Wealth Advisors presents a compelling choice. Their dedication to client-centric service, combined with their comprehensive suite of financial planning services and commitment to accessibility, makes them a valuable partner on the path to financial security. We strongly encourage potential clients to visit their website at sonomawealthadvisors.com to schedule a consultation and discover how they can help you achieve your financial goals.

👍 Reviews of Sonoma Wealth Advisors

Sonoma Wealth Advisors - Sonoma, California

Daniel E.

5/5

My wife and I have been clients for years with Sonoma Wealth Advisors. We feel that Chris, Daren and Rose are the best of the best and always respond quickly and professionally. One area that shines is their ability to stay well informed on the markets and adjust our portfolio accordingly. We have sought information and analysis regarding our investments and through their personalized approach and state of the art computer system. We are able to visually see the growth of each of our investments, as well as, our entire portfolio's value by using the Sonoma Wealth portal. We have experienced that they are working hard for what is best for our entire family. We have two daughters and Chris, Daren and Rose have always put their futures as of utmost importance. Working with financial professionals who are family based is a blessing in our lives!

Thank you Sonoma Wealth Advisors,

Daniel and Katherine Edwards

John H.

5/5

Sonoma Wealth Advisors have been awesome to work with! They have been very attentive to my family's financial goals and have worked closely with us to ensure our savings and retirement will be fruitful. They are kind, patient, and friendly - and ALWAYS happy to answer ALL the questions you have, so don't feel bashful... ask! Put them to work! They're great people who are happy to do great work for you!

Annie J.

5/5

Daren and his team consistently exceed expectations! They provide me with peace of mind, ensuring all my financial needs are expertly managed. Thanks to their guidance, my finances have reached new heights, and they keep me informed and up-to-date in the ever-evolving market. Their staff is always warm, inviting, and makes me feel right at home.

Suzanne H.

5/5

We chose Sonoma Wealth Advisors after having interviewed 3 other fiduciary companies. We liked that they listened as we explained our needs. Chris and Darin were both very knowledgeable and were willing to answer our many questions. We have been with them for many years and are pleased with the outcome. We know we made the right choice

Virginia S.

5/5

We highly recommend the team at Sonoma Wealth Advisors. They were excellent at managing our portfolio through the years approaching retirement. In addition they provided great recommendations on how to maximize our other resources such as real estate. We greatly appreciate them!

Jon R.

5/5

Been working with SWA for a few years now and find their services and professional experience absolutely essential to my family's investment needs. Chris makes himself available for all my financial/investment queries and his approach to handling my requests, concerns, or interests has always proven to be of absolute value to me. I wholeheartedly recommend them if you are in the market for such a service.

Janey M.

5/5

I have been using their financial services for years. Prior experiences at other firms were not favorable. We have been very pleased with the way they have managed our portfolio. Very trustworthy and very knowledgeable. Can call them at any time and get immediate response. Very easy to work with their staff. Highly recommend

George B.

5/5

Couldn't be better. Sonoma Wealth Advisors. I've been with them for years. Daren, Chris, and Rose are the best. Helpful. Friendly. Fun. Like they are friends, not just business people. Take the time to explain things so even a non-financial person like myself understands. And the investments are good. Even during down times. Thank you for all you do!