Meyers Financial

4 reviews

+1 (707) 935-1124

Website

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670 W Napa St Ste C

Sonoma, CA 95476

+1 (707) 935-1124

http://pl.yext.com

Meyers Financial is a boutique wealth management firm based in Sonoma, California. The founder and president, Lillian Meyers, has over 25 years of experience and an undying passion for helping people achieve their long-term financial goals. She specializes in wealth management, retirement planning, long-term care, divorce financial planning and insurance sales.

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Reviews

5.04 reviews

Teresa S.

1/6/2019

We bring all of our questions to Lillian and she very patiently answers them! She is an expert in tax preparation as she is an enrolled agent. When we have questions, she will respond by email...

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Carroll M.

1/8/2019

Meyers Financial Service has been working with US for over 20 years. I work with Lillian sever times a month and receive timely responses. I recommend Meyers Financial Services. Carroll D. Mills

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Jojo K.

1/6/2019

Lillian Meyers Financial Services are everything you need as a small business owner. Helpful, knowledgeable and friendly!

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Leslie B.

1/6/2019

I highly recommend Meyers Financial Services for both financial planning and tax services. Lillian communicates in a transparent, open and honest way, it's so easy to discuss complicated financial...

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