Tax Planning Santa Rosa

Brad Congleton CPA
2050 W County Highway 30a (850) 622-2280

Christopher Danzer - Ameriprise Financial Services, Inc.
1101 College Ave (866) 221-6099

Vanessa Jilot - Ameriprise Financial Services, Inc.
611 Humboldt St (415) 623-2455

Brad Congleton CPA
2050 W County Highway 30a (850) 622-2280

Bob Heisler, EA
396 Candlelight Dr (707) 494-2121

Core Wealth Partners
558 B Street (707) 568-2400

Buckingham Strategic Wealth
3550 Round Barn Boulevard #212 (707) 542-3600

H&R Block
711 Stony Point Rd (707) 544-4047

H&R Block
132 S 5th St (575) 472-2627

Denegri & Associates
800 College Avenue (707) 546-1484

Wood Wealth Management
3755 Brickway Blvd. (707) 578-4535

Frank R. Bailey III, Attorney At Law
50 Old Courthouse Square, Suite 404 (707) 525-8850

Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
225 W Santa Clara St Ste 1600 (408) 963-2381

More info available at FINRA's BrokerCheck website

David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC
225 W Santa Clara St Ste 1600 (408) 963-2292

More info available at FINRA's BrokerCheck website

Davin Lundgren - Associate Manager, Ameriprise Financial Services, LLC
225 W Santa Clara St Ste 1600 (408) 963-2290

More info available at FINRA's BrokerCheck website

Coast Hills Wealth Management
1075 E Betteravia Road (805) 733-7899

RCA TAX SERVICES
429 S. Bristol St Unit # 2 (714) 558-8712

Daniel K. Diederich, Attorney at Law
122 N Santa Fe, Suite B (785) 826-9250
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Denise Valente - Ameriprise Financial Services, Inc.
2605 S Miller St (805) 938-9724

Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC
3945 Freedom Circle Ste 460 (408) 330-9220

More info available at FINRA's BrokerCheck website