What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Three Groves Insurance and Financial Services, LLC

Home
United States
Santa Rosa, CA
Three Groves Insurance and Financial Services, LLC

We strive to be innovative, service oriented and client focused. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi

th New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

2455 Bennett Valley Rd
Suite B200
Santa Rosa, CA 95404
707-566-6958
CA
AR #4621614

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Neither Three Groves Insurance And Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Three Groves Insurance And Financial Services is not owned or operated by New York Life Insurance Company or its affiliates.

03/11/2026

Happy Birthday to Harrison Saal! 🎉

Today we’re celebrating you and all the positivity, professionalism, and dedication you bring to our team. We’re grateful to work alongside someone who makes such a meaningful impact every day.

We hope the year ahead is filled with success — both in the office and on the golf course. May your drives be long, your putts be short, and your birthday be above par! ⛳

Wishing you a fantastic birthday and a great year ahead!

02/09/2026

Happy Birthday Dear Allie Metheny. You are the Golden Thread of the office. Your knowledge, care for every client, and wonderful sense of humor uplifts all of us. We are so grateful for all you do. Wishing you a beautiful birthday filled with love and laughter.

01/04/2026

Wishing a big HAPPY BIRTHDAY to Cindy Hopper, our amazing office manager! We are so grateful for everything you do to keep our office running smoothly each and every day. Your organization, dedication, and positive attitude make a huge difference for our entire team—and we truly couldn’t do it without you!

Wishing you a year filled with happiness, success, and plenty of reasons to smile. Hope your day is as wonderful as you are! 🎈✨

12/28/2025

Wishing a very HAPPY BIRTHDAY to our client service associate, Lindsey Caudel! We are so grateful to have you on our team! Thanks for bringing your bright spirit, reliability, and client-first mindset to our workplace. We hope your day is as wonderful as you are! 🎉🌟

11/26/2025

You know we love our flow charts! Follow along to see if you are ready for the Thanksgiving holiday. Happy Thanksgiving from all of us at Three Groves!

10/10/2025

HAPPY BIRTHDAY TO THE LEADER OF OUR PACK - DAVID FELTE. HEARTFELT THANKS FOR MAKING THREE GROVES SUCH A WONDERFUL PLACE TO GROW AND THRIVE. YOU HAVE MADE SUCH A DIFFERENCE IN THE LIVES OF SO MANY. CHEERS TO YOU FOR A GREAT YEAR AHEAD FILLED WITH LOVE AND LAUGHTER. ENJOY EVERY MINUTE!

03/30/2025

Please join us in celebrating our incredible scheduling juggler, Nina! Thank you for keeping us all organized and on track! Your hard work, dedication, and attention to detail do not go unnoticed, and we are so grateful to have you as part of our team.

Wishing you a fantastic day filled with joy, laughter, and all the happiness you bring to others every day. Enjoy your special day!

03/11/2025

Happy Birthday to our financial advisor, Harrison Saal! Your hard work, kindness, and dedication make such a huge impact on our team and the clients you serve. We're so grateful for your expertise, compassion, and the positive energy you bring every day. Wishing you a year ahead filled with success, joy, and everything that makes you happiest. Enjoy your special day — you deserve it!

02/09/2025

Join us in celebrating a special milestone for our amazing AFA - Allie is officially 30!!! From your dedication and hard work to your positive energy, you make a huge difference every day! We are lucky to have you as part of the Three Groves Family! Wishing you a fantastic birthday filled with joy and laughter!

11/28/2024

Happy Thanksgiving! Wishing you a day filled with good food, joy, and cherished moments with your loved ones.

11/05/2024

Our food drive has officially started and we need YOUR help to fill our bin! Every donation helps, no matter how big or small. You can stop by the office any time Monday through Thursday 8:30am to 5pm and Fridays from 8:30am to 3pm to drop off food items. Together, we can make an impact!

Address

2455 Bennett Valley Road, Ste B200
Santa Rosa, CA
95404

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.threegrovesllc.com/

Alerts

Be the first to know and let us send you an email when Three Groves Insurance and Financial Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Three Groves Insurance and Financial Services, LLC:

Shortcuts

Want your business to be the top-listed Finance Company in Santa Rosa?