Meyers Financial Services, Inc.

Meyers Financial Services, Inc. Meyers Financial Services, Inc. comprehensive Financial Planning. Planning for Retirement or Retired, Meyers Financial Services Inc.

is a Registered Investment adviser provides Retirement Planning, Fee base investment management, Tax planning, Estate & Risk management, full-service and seasoned wealth management services for small businesses & Individuals. Founder Lillian Meyers has over 30 years of experience in the financial business and is also a registered investment adviser with fiduciary responsibilities, Enrolled agent,

licensed insurance agent and certified divorce financial analyst. Investment Advisory and Insurance Services are offered through Meyers Financial Services, Inc. a Registered Investment Adviser in the state of California.

“Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor.

09/07/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

09/04/2026

Learn how insurance deductibles work, and how they can help you save money.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/02/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
08/31/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Are your passwords easy to crack or difficult to decipher? Test your knowledge.
08/28/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

The beans brewed for your morning coffee may have changed hands many times.
08/26/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
08/21/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Developing a retirement strategy? It's critical to know the differences between investment types.
08/19/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

08/17/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Address

670 W Napa Street, Ste C
Sonoma, CA
95476

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm
Friday 8am - 1pm

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