Welcome to the Kobrin Financial & Insurance Services website. We are a full-service retirement and estate planning firm based in Santa Rosa, California, and serving the Sonoma County area for over 18 years. We specialize in retirement and estate planning and active money management through:

  • Family Trust implementation and reviews through our legal team
  • Health and Financial powers
  • Actively Managed Portfolios
  • Fee-based Financial Planning
  • Retirement Planning
  • Qualified retirement plan rollovers
  • Fixed and Indexed annuities
  • Long Term Care Alternative plans
  • Medi-cal planning
  • Charitable legacy programs

MEET OUR STAFF


We at Kobrin Financial & Insurances Services use our extensive years of experience to provide an in-depth analysis of our clients' present and future needs, goals and long term objectives. Our primary focus is two fold: to enhance our clients' wealth with minimum risk and provide a comprehensive estate plan with ongoing supervision and support.


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Or phone us at (707) 566-6775
Friday, February 3, 2012
~ Kobrin Financial & Insurances Services * (707) 566-6775 * 190 Wikiup Dr. Santa Rosa, Ca 95403 ~
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NOTE: We are insurance licensed in the states of California, Nevada and Texas.
Investment advice is offered through Horter Investment Management, LLC, a Registered Investment Advisor in Ohio. Insurance products are offered through Kobrin Financial & Insurance Services. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions and Trust Company of America.
Our firm is an investment adviser registered with the state of California. Due to various state regulations and filing requirements, our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.
Our firm does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm.
Kobrin Financial & Insurance Services continuously monitors its filing requirements in California, and will provide individualized advisory services only in accordance with state regulations.