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    About Our Firm

    Kobrin Financial & Insurance Services specializes in financial planning and financial consulting services. We believe that long-term financial success does not happen by chance. Each area of your financial strategy can impact your other goals, and understanding the interaction of your finances with other aspects of your life is key as you deal with ongoing economic issues. 

    At Kobrin Financial, we look at both your current financial picture and your goals for the future. By helping you set financial goals, develop strategies and monitor the progress on a regular basis, the likelihood of your achieving those financial goals is greatly increased. 

    Our mission in the formation of a financial plan is to help enhance and grow your wealth, and to help protect and preserve the value of your assets. 

    Our services include insurance products, such as annuities, retirement planning, money and portfolio management, and long-term care strategies.  

    We believe a well-informed individual will make better financial decisions.

    Let’s talk about your financial future. Give us a call at (707) 566-6775.

     

    Complimentary Report!
    "Roadmap to Retirement Income”
    This guide will help you construct your retirement income strategy.
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.
    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
    Kobrin Kronicle
    » View examples of past Kobrin Kronicle articles written by Don Kobrin. These are published bi-annually. If you would like to receive future copies of the Kobrin Kronicle, click the button below!
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    Family Trust
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    We are insurance licensed in the states of California, Nevada and Texas.

    Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital. This website is intended to provide general financial information and is not written or intended as tax or legal advice. Individuals should seek advice from their own tax or legal counsel for their particular situation. Donald Kobrin, Sharon Evans and Global Financial Private Capital, LLC do not provide tax or legal advice. 

    The 10 Things to Know About Planning Your Retirement Income and Changing Story of Retirement reports are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these reports you may be provided with information regarding the purchase of insurance and investment products in the future.

    Financial Planner, Financial Advisor, Money Management, Financial Consulting, John Hancock, Annuities, Retirement Planning, Alternative Long Term Care, Santa Rosa, Sonoma County CA


    Kobrin Financial Services | Financial Planner, Financial Advisor, Money Management, Portfolio Management, Financial Consulting, Retirement Planning, John Hancock, Annuities, Investment Management, Financial Analysis, Alternative Long Term Care, | 190 Wikiup Drive, Santa Rosa CA 95403 | (707) 566-6775 or Toll Free (888) 883-4415