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.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
10/05/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/02/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Have a strategy for discussing healthcare with your parents.
09/30/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Have a kid heading off to college? Here are a few tips.
09/28/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
09/25/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

09/23/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
09/21/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

A home warranty may make sense, but you need to set proper expectations.
09/18/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

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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