BBB Accredited Business Profile

Meyers Financial

Meyers Financial

(707) 935-1124

Meyers Financial

32 years in business
670 W Napa St STE C
Sonoma, CA 95476-6437
Additional Phone Numbers
  • (800) 734-1124
BBB File Opened: 04/10/2001
Business Started: 01/01/1985
Business Started Locally: 01/01/1985
Business Incorporated: 01/05/2000 in CA
Type of Entity
Business Management
  • Ms. Lillian Meyers, CEO
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • Insurance Services
  • Tax Return Preparation
  • Taxes - Consultants & Representatives

Products & Services
The Joy of Retirement Process, Investment Strategies and Portfolio Management Fee Base, Tax & Tax Planning for Individuals and Small Businesses.
Service Area
Alternate Business Names
  • Meyers Financial Services
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
BBB accredited business



Lillian Meyers, CFP, EA, "The Retiree's Tax Savvy Best Friend" is a nationally-recognized Financial Educator, Speaker, and Tax and Financial Planner.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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 substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Meyers Financial

Meyers Financial


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