Our Team

At Meyers Financial Services Inc., we bring a rare combination of experience in investment management and wealth planning, along with expertise in tax minimization strategies.

 

Lillian M. Meyers

CFP, CDFA, EA

(707) 935-1124

lillian@meyersfinancial.com

Lillian Meyers is both the founder and president of Meyers Financial Services, Inc... She holds a Bachelor's Degree in Finance and has a keen focus on matters of taxation,  and divorce. 

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Loretta Loy-Adair

Administrative Assistant

707-935-1124

707-935-7167

loretta@meyersfinancial.com

Loretta comes to Meyers Financial Services, Inc. as Lillian's administrative assistant/customer service after having worked in the legal field since 1990. Loretta is also an oil painter and has a studio in Sonoma. She loves painting...

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A custodian is a Financial Institution that holds customers' securities for safekeeping so as to minimize the risk of their theft or loss. A custodian holds securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms.

In addition to holding securities for safekeeping, most custodians also offer other services, such as account administration, transaction settlements, the collection of dividends and interest payments, tax support, and foreign exchange. The fees charged by custodians vary, depending on the services that the client desires.

Notices must be supplied to customers when certain activities are conducted on their behalf or using their assets. Further, account statements must be supplied to the customers to keep them abreast of the current holdings associated with their assets.

Client Centered

Request a 30 Minute Phone Consultation

All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Schedule your call automatically on our CONTACT PAGE or phone us directly at (707) 935-1124

We look forward to speaking with you!

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