Meyers Financial Services, Inc.

Directions Website

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.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
10/23/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
10/21/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
10/19/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/16/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

10/14/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

You've allocated your assets; you just may not realize it yet.
10/12/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Childhood attitudes and habits can determine your child's health in his or her adult years.
10/09/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
10/05/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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

Alerts

Be the first to know and let us send you an email when Meyers Financial Services, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share