Kobrin Financial Services

Kobrin Financial Services

Protecting and growing assets for this generation and the next.

Thank you for visiting the Kobrin Financial Services website. We are a full-service retirement and estate planning firm based in Santa Rosa, California. We specialize in retirement and estate planning through portfolio management, insurance products, and legal documents through an estate planning attorney. We also specialize in meeting the health and life insurance needs of individuals, families, seniors, and small groups.

Please take a few minutes to browse our site, then contact us by phone at
(707) 566-6775
or email at Service@KobrinFinancialServices.com.

We look forward to serving your financial planning needs.
 
 
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Investment advice is offered through Horter Investment Management, LLC, a Registered Investment Adviser in Ohio. Insurance products are offered through Kobrin Financial Services. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions.

Please click the link below to view our offerings through Horter Investment Management, LLC: http://www.peakfundmgt.com/


IMPORTANT CONSUMER INFORMATION
A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

Donald B. Kobrin is insurance licensed in California and Nevada.

Brenda L. Kobrin is insurance licensed in California and Texas.

Sharon B. Evans is insurance licensed in California.

Pamela DeMarco is insurance licensed in California.

Daniel Parun is insurance licensed in California.

Carolyn Marshall is insurance licensed in Colorado.
Thursday, December 4, 2008

We are insurance licensed in the states of California, Nevada and Texas.

Investment advice is offered through Horter Investment Management, LLC,a Registered Investment Advisor in Ohio. Insurance products are offered through Kobrin Financial Services. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions.

Our firm is an investment adviser registered with the state of California. Due to various state regulations and filing requirements, our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.

 Our firm does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website.  The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm.

 Kobrin Financial Services continuously monitors its filing requirements in California, and will provide individualized advisory services only in accordance with state regulations.