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Business Profile

Retirement Planning Services

Kobrin Financial Services, Inc.

About

About This Business

Kobrin Financial Services, Inc. offers retirement and estate planning, portfolio management, life and health insurance.

BBB Accredited Since: 3/1/2001

Years in Business: 34

Products and Services

Wealth Management, Insurance, Annuities, Estate Planning and more. 

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
2/27/2001
Business Started:
3/1/1992
Business Started Locally:
3/1/1992
Business Incorporated:
1/1/2011
Type of Entity:
Corporation
Business Management:
Ms. Sharon Evans, Owner
Ms. Catherine Stewart-Chatman, Client Service Specialist
Number of Employees:
5

Additional Contact Information

Principal Contacts
Ms. Sharon Evans, Owner
Customer Contacts
Ms. Sharon Evans, Owner
Additional Email Addresses
Primary: Email this Business
Additional Websites
yelp.com/biz/kobrin-finan...
Social Media
Facebook
LinkedIn

Licensing information

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.

BBB records show a license number of 0H40855 for this business, issued by California Department of Insurance/CDI. The expiration date of this license is 5/31/2027.

California Department of Insurance/CDI

300 Capitol Mall, Suite 1700

Sacramento CA 95814

Additional Information

Other Resources
California Department of Insurance/CDI
300 Capitol Mall, Suite 1700
Sacramento CA 95814
Phone Number: (800) 927-4357
http://www.insurance.ca.gov/

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