BBB Business Review
BBB Accredited Business since 03/01/2001
Kobrin Financial Services
(707) 566-6775View Additional Phone Numbers190 Wikiup Dr, Santa Rosa, CA 95403-7757Service@KobrinFinancialServices.comwww.kobrinfinancialservices.com
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BBB Accreditation
A BBB Accredited Business since 03/01/2001
BBB has determined that Kobrin Financial Services meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Kobrin Financial Services' rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
California Department of Insurance300 S Spring St, South Tower
Los Angeles, CA90013-1230
(800) 927-4357
http://www.insurance.ca.gov
Investment Adviser
44 Montgomery St Ste 1100
San Francisco, CA94104-4613
http://www.adviserinfo.sec.gov
BBB records show a license number of 0B11534 for this company.
Type: Dept of InsuranceCheck License Status: Click here to view license info
Please note that governmental licensing information may not be current.
Contact Information
Primary Contact: Mr. Donald B Kobrin (Owner, MBA, IAR)Number of Employees
5
Business Category
Retirement Planning Service, Estate Planning & Management, Investment Advisory Service, Insurance Companies
Products & Services
This company offers retirement and estate planning, portfolio management, life and health insurances.
Alternate Business Names
Kobrin AgencyIndustry Tips
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Travel Insurance - Is it Necessary?
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You Need to Hold an Estate Sale... Where to Begin?
LocationsX
1 Locations
-
190 Wikiup Dr
Santa Rosa, CA 95403-7757Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in the San Francisco Bay Area and Northern Coastal California. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Kobrin Financial Services is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Retirement Planning Service
Automobile InsuranceBBBTips on Saving and Investing
Fraudulent Health Insurance a Growing Problem
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Selecting a Financial Planner
Steps to Starting Your Own Business
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?
You Need to Hold an Estate Sale... Where to Begin?
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.