Kobrin Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

190 Wikiup Dr, Santa Rosa, California, 9...

Phone Number

(707) 566-6775

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Kobrin Financial Services

Kobrin Financial & Insurance Services is a family-owned financial advisory firm that specializes in creating custom retirement income strategies for individuals in or nearing retirement. With over 30 years of experience, they focus on helping clients preserve their wealth and make informed financial decisions for a secure future. Their services include investment strategies and insurance products tailored to meet the unique needs of families, ensuring legacy planning and financial comfort. The firm prides itself on its community impact and personalized approach to financial planning.Explore more
Kobrin Financial Services's Social MediaPopular SearchesKobrin Financial Services IncKobrin Financial ServicesKobrin Financial & Insurance ServicesKobrin FinancialKobrin Financial and Insurance ServicesSIC Code 62,628NAICS Code 52,523Show more

Kobrin Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kobrin Financial Services

<$5M
1-10
Private
<$5M
2011
<$5M
1-10
Private
-
1994
CB
Calvin BrownleeManager, Event Branding & Marketing
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
2003
N/A
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
2004
CW
Cheri WilliamsChief Financial Officer
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kobrin Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kobrin Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kobrin Financial Services.

Kobrin Financial Services financials insights

Gather financial insights about Kobrin Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$91K

See All Kobrin Financial Services's Financials Insights

Kobrin Financial Services Tech Stack

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Frequently Asked Questions Regarding Kobrin Financial Services

What is Kobrin Financial Services's official website?
Kobrin Financial Services's official website is www.kobrinfinancialservices.com
What is Kobrin Financial Services's Revenue?
Kobrin Financial Services's revenue is <$5 Million
What is Kobrin Financial Services's SIC code?
Kobrin Financial Services's SIC: 62,628
What is Kobrin Financial Services's NAICS code?
Kobrin Financial Services's NAICS: 52,523
How many employees does Kobrin Financial Services have?
Kobrin Financial Services has 1-10 employees
What industry does Kobrin Financial Services belong to?
Kobrin Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Kobrin Financial Services competition?
Kobrin Financial Services top competitors include: Monument Retirement & Wealth Advisory, Kennedy Wealth Management, Tandem Trust Financial, Atlas Financial Advisory Group
What technology does Kobrin Financial Services use?
Some of the popular technologies that Kobrin Financial Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Kobrin Financial Services?
Kobrin Financial Services contact info: Phone number: (707) 566-6775 Website: www.kobrinfinancialservices.com
What does Kobrin Financial Services do?

Kobrin Financial & Insurance Services is a family-owned financial advisory firm that specializes in creating custom retirement income strategies for individuals in or nearing retirement. With over 30 years of experience, they focus on helping clients preserve their wealth and make informed financial decisions for a secure future. Their services inc... lude investment strategies and insurance products tailored to meet the unique needs of families, ensuring legacy planning and financial comfort. The firm prides itself on its community impact and personalized approach to financial planning.Read More

What are Kobrin Financial Services social media links?
Kobrin Financial Services Linkedin page Kobrin Financial Services Twitter page Kobrin Financial Services Facebook page
Is Kobrin Financial Services a public company?
Kobrin Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Kobrin Financial Services

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