couple
Retirement planning
Strategies for stretching your income
woman golfing
Wealth Management
and your portfolio
Read More...
LM_FB_Header.jpg
Retirement planning
we'll help you create an accumulation strategy
golfer
Risk Management
asset protection planning
Read More...
shaking hands Tax, estate, retirement & wealth management
More >
Lady Smiling Personal & business financial management
More >
25 Years Successful financial planning for over 25 years  More >


CFP® CDFA EA

25 years of experience

Wealth Management
Tax Planning
Retirement & Divorce
Estate Planning


We're pleased to announce...

Meyers Financial now offers premium health insurance advice and coverage through four leading providers!
Learn more

sonomaoffice.jpg

Meyers Financial is a boutique wealth management firm based in Sonoma, California. The founder and president, Lillian Meyers, has over 25 years of experience and an undying passion for helping people achieve their long-term financial goals.

An independent, certified Financial Planner CFP®, Lillian provides full-service wealth management and financial planning for other independent people, professionals, and small business  including family owned businesses. She's also a registered investment adviser, enrolled agent, licensed insurance agent and certified divorce financial analyst.

This communication is strictly intended for individuals residing in the states of CA No offers may be made or accepted from any resident
outside these states due to various state regulations and registration requirements regarding investment products and services.

Lillian Meyers (CA Insurance License #0809561)  securities offered through Girard Securities, Inc. Member FINRA/SIPC, Investment advisory services offered through Meyers Financial Services, Inc.  a registered investment Advisor not affiliated with Girard Securities, Inc.. Advisory services, fixed insurance products and services, divorce analysis, and tax services offered by Meyers Financial are separate and unrelated to Girard Securities, Inc.. 

Privacy Policy © Copyright 2004 - 2013