Kobrin Financial Services

From The Desk Of Donald Kobrin
Here at Kobrin Financial Services, we know how estate and financial planning can frustrate and confuse investors. With the economy in its current state, it's hard to know who and what to trust to keep your finances growing and secure.
That's why we're glad to announce the release of articles hand selected and written by our president Donald Kobrin. Pointed advice and guidance based on his nearly two decades of experience, tailored to answer your toughest estate and financial planning questions.
All articles are excerpts from our newsletter, The Kobrin Quarterly. For full publications, or to subscribe to our newsletter via email or post for FREE, click the link below.


 
 
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NOTE: Clicking an article will open a .pdf in a new browser window ( you may need to deactivate your browser's pop-up blocker for this feature to function correctly.) All files are .PDF's and require the program Adobe Reader to open. If you have disabled your popup-blockerand still can't see the articles, you may need to downloadAdobe Reader from ournewsletter page linked above.
Tuesday, September 7, 2010
~ Kobrin Financial Services * (707) 566-6775 * 190 Wikiup Dr. Santa Rosa, Ca 95403 ~
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NOTE: We are insurance licensed in the states of California, Nevadaand 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 Servicescontinuously monitors its filing requirements in California, and will provide individualized advisory services only in accordance with state regulations.