FundamentalsFinance, LLC

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

Business details

Category
Financial Services · Financial consultant
Address
422 Larkfield Center #452, Santa Rosa, CA 95403
Phone
(707) 537-5042
Website
fundamentalsfinancellc.com
County
Sonoma County

Hours

  • Monday: 9 AM–5:30 PM
  • Tuesday: 9 AM–5:30 PM
  • Wednesday: 9 AM–5:30 PM
  • Thursday: 9 AM–5:30 PM
  • Friday: 9 AM–5:30 PM
  • Saturday: Closed
  • Sunday: Closed

About

FundamentalsFinance, LLC brings knowledgeable financial consulting and bookkeeping guidance to Santa Rosa and Sonoma County. Our team helps clients make sense of their finances, from personal financial planning to investing fundamentals.

We take a clear, professional approach, with a strong command of spreadsheet tools like Excel to organize and explain the numbers behind your decisions. Clients often tell us they value our patient, expert advice and how well we demonstrate the programs and methods we use.

Whether you are just starting to learn about personal finance or need dependable bookkeeping support, we are glad to help you build a plan you understand.

Visit our website to learn more about our services and get in touch.