Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With more than $9 billion in assets, Patelco empowers its 500,000 members with personalized solutions, financial advisors, expertise, and financial products like free checking and savings accounts with better rates and fewer fees. Patelco has received numerous multi-year awards for excellence... Read More about Patelco Credit Union Santa Rosa

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ascend National Wealth Advisors - Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Santa Rosa, CA make the most of all they've been given. This page is not intended for communications between you and... Read More about Ascend National Wealth Advisors - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Austen Wilson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Santa Rosa, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Austen Wilson - Thrivent