| Company Name |
Meyers Financial Service |
| Facility Address |
670 W Napa St, Suite C Sonoma CA 95476
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| Phone Number |
(707) 935-1124 |
| Alt Phone Number |
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| Office Hours |
By appointment |
| Email Contact |
Send an email to this Company
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| Areas Served |
Sonoma County incl. Sonoma CA, Agua Caliente, Alexander Valley, Annapolis, Asti, Bloomfield, Bodega, Bodega Bay, Boyes Hot Springs, Camp Meeker, Cazadero, Cloverdale, Cotati, Duncans Mills, El Verano, Eldridge, Fallon, Fetters Hot Springs, Forestville, Fort Ross, Freestone, Fulton, Geyserville, Glen Ellen, Graton, Guerneville, Guernewood, Healdsburg, Jenner, Kenwood, Lakeville, Larkfield, Lytton, Mark West, Monte Rio, Occidental, Penngrove, Petaluma, Rio Nido, Rohnert Park, Roseland, Russian River, Russian River Mdws, Salmon Creek, Santa Rosa, Schellville, Sebastopol, Sheridan, Sonoma, Stewarts Point Rancheria, Temelec, The Geysers, The Sea Ranch, Two Rock, Valley Ford, Villa Grande, Vineburg, Windsor CA |
| Owners |
Lillian Meyers, CFP |
| Owner’s Years in Industry |
26 |
| Number of Employees |
1 |
| Certifications |
CFP (Certified Financial Planner), CDFP (Certified Divorce Financial Planner), Enrolled Agent, 60 Hours of Classes with CCRE (Collaborative Council of the Redwood Empire) for training in the collaborative and mediation legal processes to qualify to provide financial services to attorneys for their clients |
| Licensing |
California Department of Insurance License#: 0809561 |
| Insurance |
Professional Liability Insurance with Travelers Insurance, Policy#105625786 |
| Insurance |
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| Insurance |
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| Education Credentials |
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| Memberships |
FPA (Financial Planning Association), Sonoma County Bar Association, Better Business Bureau, Sonoma Valley Chamber of Commerce, CSEA (California Society of Enrolled Agents), NAEA (National Association of Enrolled Agents) |
| Awards |
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| Year Company Founded |
1985 |
| Area of Expertise |
tax return preparation and tax planning, audit representation to IRS, tax consultants |
| Key Brands |
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| Key Equipment |
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| Customers Served per Year |
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| Type of Customers |
individuals, small businesses |
| Warranties & Guarantees |
All work is guaranteed. In the unlikely event of an error, Meyers Financial Services will pay any resulting penalties. |
| Pricing |
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| Credit Cards Accepted |
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| Financing |
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