Cerity Partners
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Financial consultant, Investment service
- Address
- 651 1st St W Ste C, Sonoma, CA 95476
- Phone
- (510) 925-1668
- Website
- ceritypartners.com
- County
- Sonoma County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Sonoma, Cerity Partners offers financial planning and investment advisory services for individuals and families across Sonoma County. We help clients take a clear, long-term view of their finances, bringing together planning, investment management and guidance on the decisions that matter most at each stage of life.
Our team works to understand your goals, your timeline and your comfort with risk, so the strategy we build fits your life rather than a generic template. We serve clients throughout Sonoma and the surrounding communities of the North Bay, offering the kind of steady, personal attention that makes complex financial questions easier to navigate.
Learn more about our Sonoma office and the services we provide on our website.
Our team works to understand your goals, your timeline and your comfort with risk, so the strategy we build fits your life rather than a generic template. We serve clients throughout Sonoma and the surrounding communities of the North Bay, offering the kind of steady, personal attention that makes complex financial questions easier to navigate.
Learn more about our Sonoma office and the services we provide on our website.