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.

Working in Retirement: New trend or same old story?
06/26/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/24/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
06/19/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/17/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

06/15/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Secrets of the Temple:  How the Federal Reserve works.
06/12/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
06/10/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/08/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/05/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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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