Focus Partners

★★★★★5.0 (1) Financial Services Santa Rosa

Business details

Category
Financial Services · Financial planner, Financial consultant
Address
3550 Round Barn Blvd #212, Santa Rosa, CA 95403
Phone
(707) 542-3600
Website
focuspartners.com
County
Sonoma County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Sonoma County families and business owners turn to Focus Partners for personal financial planning and investment guidance that brings careful, thoughtful attention to every situation. We are a financial planning and consulting firm serving Santa Rosa and the wider Sonoma County community, and we take the time to understand each client's full picture before recommending a course of action.

Our clients value the depth of knowledge our team brings to complex financial questions, along with analysis that is clear, well considered and tailored to their goals. We approach each plan with sensitivity to the personal and family side of money decisions, and we aim to offer solid, well-reasoned solutions that hold up over time.

Many of our relationships have lasted for years, built on steady service and a commitment to going the extra mile.

Book through Buckingham Strategic Wealth to start a conversation about your financial goals.