Kobrin Financial Services
Kobrin Financial is a multi generation family owned financial planning company
www.CanyouRetire.com
We are a full-service retirement and estate planning firm based in Santa Rosa, California. We specialize in retirement and estate planning through portfolio management, qualified plan rollovers, trusts, & lifetime income streams.
08/28/2024
New York Stock Exchange 2015
06/06/2024
We are thrilled to announce that Kobrin Financial has been recognized as one of the top three financial services companies in Santa Rosa by ThreeBestRated.com!
This recognition is a huge honor and reflects our commitment to serving our community. We're grateful for the trust our clients have placed in us, and we look forward to continuing to provide exceptional financial solutions for decades to come.
Links to the page added in the comments!
Home - Kobrin Financial & Insurance Services We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
04/26/2024
Wanting to share a very special Happy Birthday to Kobrin Financial Services founder, Don Kobrin! He Makes 81 look young and has never lost his joy of adventure! Since his retirement Don, along with his wife and dog, have been traveling all over North America in their RV enjoying the many sites this world has to offer!
We love you and wish you an amazing birthday!
04/11/2024
Sharon is back from her wonderful volunteer trip to Africa! We put together a little video of her trip. Enjoy!
03/07/2024
At Kobrin Financial we love our office dogs and want to encourage everyone to find some furry love in their life! One of the best ways is to look to adopting pets.
This March we have our featured Adoptable Dog- Ralphie!
He has spent the past year with Sonoma county animal shelter and we want to help find him a forever home.
For more information about Ralphie Click the link below!
https://24petconnect.com/SonomaCountyAdoptablePets/Details/SONO/A415387
01/23/2024
This past week we had the privilege to attend Advisors Excel World Series of Success for the 16th time! We are thankful for the support of this amazing organization and for the opportunity to learn from other top financial advisors across the US.
Not only do we gain knowledge to continue to help our clients but we give back! In only 48 hours we were able to collectively raise over $1.3M to help support St. Jude Children's Research Hospital!
Wanting to start the new year with gratitude toward all that have joined our social media pages! Please enjoy a short video that goes over how we have been able to help our community for over 30 years! For more info check out our website CanYouRetire.com
01/02/2024
Happy New Year to all our friends near and far!
12/25/2023
Wishing all of our friends, family and clients a wonderful Christmas from all of the Kobrin Family! We hope you all have a safe holiday and a prosperous new year!
12/11/2023
We are very excited to announce we are partnering with Sonoma County Animal Services to help provide more awareness to some of the amazing animals looking for forever homes!
They are currently running a holiday promotion where all adoption fees are waived! If you or a family member are interested in adding some furry love to your family please check them out!
https://sonomacounty.ca.gov/health-and-human-services/health-services/divisions/public-health/animal-services/adopt
(Feel free to Repost/share this to help maximize the attention we can provide for Princess and all the lovely animals in the shelter!)
Holiday Toy Drive! We are supporting Toys for Tots this year! Drop off any unwrapped new toys by December 7th to 4849 Old Redwood Hwy. Lets make the holidays special for our local community 🎁🎁🎁
Sharon From Kobrin financial talks about some of the important decisions you can make in regards to Social Security.
Kobrin Financial Specializes in retiement planning, if you have questions we have answers! Give us a call today at (707)566-6775
Having a Trust for your CA Real estate is a game changer! No Probate, no time or money wasted, and it allows your family to maintain privacy and control. For more questions give us a call at (707)566-6775 or Check out our uplcoming lunch and learn events where we will discuss Trusts Vs Annuities. Call today to RSVP!
11/01/2023
Happy Halloween 🎃
Sharon from Kobrin Financial talks about some of the risks woman experience with retirement.
For more information give our team a call at (707)566-6775 or Check us out on the web at www.canyouretire.com
What is your Risk tolerance? Click the link below to find out!
https://pro.riskalyze.com/embed/a09f3ea217a13b1c9255
More questions? Give us a call today at (707)566-6775
The need for Long Term Care affects almost 3/4 of the population, are you and your family prepared?
With many programs being use it lose it we have seen a rise in hybrid programs that allow you to protect your investment. For more information please call or click today!
Kobrin Financial Services
(707)566-6775
CanYouRetire.com
Calculating your RMD is critcal to avoid any penalities with your retirement funds!
Contact Kobrin Finanical Services today to learn more!
(707) 566-6775 or Canyouretire.com
Dylan with Kobrin Financial talks about some programs that offer Tax Free retirement income opportunities.
To learn more give us a call or a click!
(707) 566-6775 or www.Canyouretire.com
Sharon From Kobrin Financial Services goes over 5 of the top risks to retirement.
For more information please give us a call where our family can help care "For you, Your Family, Your Future"
(707) 566-6776 or www.Canyouretire.com
Are you concerned with Market Volatility? Kobrin Financial Services can help!!
Reach out today to learn more!
(707) 566-6775
05/13/2023
Wishing our fabulous front desk, receptionist Angie a very happy receptionist day !! 
05/01/2023
We are excited to announce the move to our new location went smoothly. We are now fully functioning in the new space. We can't wait to show you all our new office sometime soon.
The new address is: 4849 Old Redwood Hwy. Santa Rosa, CA 95403.
We are hosting a Xmas charity event Toys 4 Kids with a local fire station. Monday December 5th 12-2 pm drive thru Kobrin Financial, 190 Wikiup Drive, Santa Rosa, CA 95403. Toys must be new, can also drop off/mail to office ahead of time. Thanks for helping us make a difference ❤️
Click here to claim your Sponsored Listing.
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Address
4849 Old Redwood Highway
Santa Rosa, CA
95403
Opening Hours
| Monday | 8:30am - 5:30pm |
| Tuesday | 8:30am - 5:30pm |
| Wednesday | 8:30am - 5:30pm |
| Thursday | 8:30am - 5:30pm |
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