Kobrin Financial Services

OurFirm
 
Kobrin Financial Services has been serving the financial, insurance and retirement needs of senior clients, and families in Sonoma County since 1991. Our services include, but are not limited to the following:
  • Family Trust implementation and reviews through our legal team
  • Health and financial powers
  • Actively managed portfolios
  • Fee-based financial planning
  • Qualified retirement plan rollovers
  • Fixed and Indexed annuities
  • Life and Health insurance
  • Long-term Care Alternative programs
  • Medi-cal planning
  • Charitable legacy programs
If you are dissatisfied with your current financial or estate plan and are seeking professional advice, take the opportunity to call the number below and take advantage of our free 60-minute consultation.
 
It very likely may change your life.
 
 
  Give us a call at  (707) 566-6775
we can get started on your behalf....
or email us using the button below.
 
 
 
 
Tuesday, September 7, 2010
~ Kobrin Financial Services * (707) 566-6775 * 190 Wikiup Dr. Santa Rosa, Ca 95403 ~
* * *
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.