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Sites Retirement Solutions
Santa Rosa, United States (US) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
May 2026
Overview
Sites Retirement Solutions is a dedicated investment management firm located in Santa Rosa, California, specializing in providing tailored retirement planning services to individuals and families. We focus on building long-term financial security through comprehensive investment strategies, portfolio management, and personalized guidance. Our approach centers on understanding each client's unique goals, risk tolerance, and time horizon to create a roadmap for a comfortable and prosperous retirement.
We cater to a diverse clientele seeking expert support in navigating the complexities of investment and wealth preservation. With a commitment to transparency and client satisfaction, Sites Retirement Solutions offers a trusted partnership for achieving lasting financial peace of mind. We help clients in Sonoma County and beyond build a secure future.
We cater to a diverse clientele seeking expert support in navigating the complexities of investment and wealth preservation. With a commitment to transparency and client satisfaction, Sites Retirement Solutions offers a trusted partnership for achieving lasting financial peace of mind. We help clients in Sonoma County and beyond build a secure future.
Contact Details
info@frankrsites.com
Santa Rosa, United States (US)
Employees
10-20
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