23bf Asset & Wealth Management | Financial Planning | Meyers Financial, Sonoma, CA

Wealth management
for independent thinkers and business owners.

 
Meyers Financial homepage
shaking hands Chances are we can help you.  We're full-service and hold many wealth management certifications.
More > 		Lady Smiling Being an independent business, we understand the unique needs of independent people and business owners.
More > 		25 Years We've been in the financial planning business for over 25 years, and plan to be in it for many more to come.  More >

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Unmatched Qualifications

CFP CDFA EA

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We're pleased to announce...
Meyers Financial now offers premium health insurance advice and coverage through four leading providers!
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Meyers Financial is a boutique wealth management firm based in Sonoma, California. The founder and president, Lillian Meyers, has over 25 years of experience and an undying passion for helping people achieve their long-term financial goals.

An independent, certified expert in her field, Lillian provides full-service wealth management and financial planning for other independent people, professionals, and business owners including family owned businesses. She's also a registered investment adviser, enrolled agent, licensed insurance agent and certified divorce financial analyst.

This communication is strictly intended for individuals residing in the states of CA,CO, No offers may be made or accepted from any resident
outside these states due to various state regulations and registration requirements regarding investment products and services.

Lillian Meyers (CA Insurance License #0809561)  securities offered through Girard Securities, Inc. Member FINRA/SIPC, Investment advisory services offered through Meyers Financial Services, Inc.  a registered investment Advisor not affiliated with Girard Securities, Inc.. Advisory services, fixed insurance products and services, divorce analysis, and tax services offered by Meyers Financial are separate and unrelated to Girard Securities, Inc.. 

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