Flynn Fiduciary Services

Business details

Category
Financial Services · Financial planner
Address
755 Baywood Dr, Petaluma, CA 94954
Phone
(707) 775-3042
County
Sonoma County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Looking for financial planning in Petaluma? Flynn Fiduciary Services offers personal financial planning guidance from a fiduciary perspective, so your recommendations are made in your best interest.

We work with individuals and families across Petaluma and Sonoma County who want a clear, long-term plan for their finances. Our services center on financial planning, helping you organize your goals, savings, and investments into one coherent strategy.

We take the time to understand your situation before recommending any next steps, so you always know the reasoning behind our advice. Our approach is straightforward and transparent, with no pressure to make decisions before you feel ready.

Reach out by phone or stop by our office to schedule a conversation about your financial goals.