Meyers Financial Services, Inc.

Meyers Financial Services, Inc. Meyers Financial Services, Inc. comprehensive Financial Planning. Planning for Retirement or Retired, Meyers Financial Services Inc.

is a Registered Investment adviser provides Retirement Planning, Fee base investment management, Tax planning, Estate & Risk management, full-service and seasoned wealth management services for small businesses & Individuals. Founder Lillian Meyers has over 30 years of experience in the financial business and is also a registered investment adviser with fiduciary responsibilities, Enrolled agent,

licensed insurance agent and certified divorce financial analyst. Investment Advisory and Insurance Services are offered through Meyers Financial Services, Inc. a Registered Investment Adviser in the state of California.

“Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/08/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/05/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/03/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Where do you begin when buying a home? This article has some pointers.
06/01/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
05/29/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
05/27/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/25/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

U.S. Service Members should consider taking advantage of programs that are available.
05/22/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Your insurance needs don’t stay the same when the nest empties, but what changes?
05/20/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Address

670 W Napa Street, Ste C
Sonoma, CA
95476

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm
Friday 8am - 1pm

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