Kobrin Financial & Insurance Services - Santa Rosa, California

Kobrin Financial & Insurance Services is a renowned financial institution located at 4849 Old Redwood Hwy, Santa Rosa, CA 95403, United States. The company is easily accessible by phone at 075666775 and can be found online at canyouretire.com. Known for its exceptional services, Kobrin Financial & Insurance Services specializes in providing financial consulting, financial advising, financial planning, and notary services, making them a one-stop solution for all your financial needs.

In addition to their comprehensive range of services, Kobrin Financial & Insurance Services is committed to ensuring that all clients feel welcome and comfortable. The company identifies as women-owned and is proud to offer online appointments, onsite services, and a fully accessible facility with wheelchair access, parking, restrooms, and seating. Furthermore, they have a gender-neutral restroom and are known for being an LGBTQ+ friendly and transgender safe space.

Clients who have had the pleasure of working with Kobrin Financial & Insurance Services have overwhelmingly praised the company's services. With a total of 10 reviews on Google My Business, the company boasts an impressive average rating of 5/5, showcasing their dedication to customer satisfaction and expert financial guidance.

For anyone seeking a reliable and knowledgeable financial advisor, Kobrin Financial & Insurance Services is an outstanding choice. With their commitment to quality service, accessibility, and welcoming environment, they are a must-consider for anyone looking to secure their financial future. We highly recommend visiting their website or reaching out to them directly to schedule an appointment and begin your journey towards financial success.

👍 Reviews of Kobrin Financial & Insurance Services

Teresa K.

5/5

I recently went through a major life changing event. I called up the office and asked Sharon for help and advice. She was almost on her way out the door to volunteer in Africa. Dylon practically held my hand pulling all the paperwork together and making phone calls for me while handling all the details of what I felt were complex and overwhelming transactions. Sharon has called me to follow up on investment choices once the paperwork was complete. Everyone in this office has been so kind including Angela with her sweet voice answering the phone and Katherine setting up accounts and beneficiaries. And those sweet doggies who greet you.
Can’t forget to mention they helped me set up a trust with an attorney and all the legalities that involved.
I feel like I am in very good hands and treated almost like a member of their family. Thank you Kobrin Financial.

Louise M.

5/5

I have been with Kobrin Financial for over 15 years.. They are the best ! Trustworthy , kind wonderful, and most of all knowledgeable .. They take care of you in the best way, for what you need. This is a family business ,passed down from father daughter, grandson. They make you feel like you are part of the family..
I trust All of them, with. My finances ,and I refer my family and friends .. theBest

heather M.

5/5

Kobrin Financial has been guiding me and my family for years. They have helped me prepare for my financial future and I’m excited to retire successfully. The Kobrin family is the best!

Christopher D.

5/5

I was hesitant at first but after meeting with Dylan I knew I would be well taken care of. Dylan took the time to explain all of my options in simple terms and was patient with all of my questions. I feel a lot more comfortable with my financial situation and game plan for the future after utilizing Kobrin Financial. I would highly recommend their services to anyone in need of help planning for their financial future. Thank you Dylan!

Kai L.

5/5

Our family has three generations working with Kobrin Financial. They have taken great care of us for decades. Knowledgeable. Thoughtful. Professional. I’d give more stars if possible!

Dale G.

5/5

Great working with Sharon, Dylan and the rest of the staff! They really know their stuff and are always eager to help.

Jacqueline K.

5/5

Honest caring and excellent communicators. Makes complex information easier to understand in order to make the best decisions.

Macy A. M.

5/5

Best, most understanding people ever. Knowledgeable and kind! Been with then for years.