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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

Sites Retirement Solutions is a Finance and Banking company based in Santa Rosa, United States (US), with 10-20 employees. Sites Retirement Solutions's profile is verified on Enterprise League.

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.
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Contact Details

info@frankrsites.com

Santa Rosa, United States (US)

Employees

10-20

Categories

Portfolio Management
Wealth Management
Asset Management

Awards

2026 OpenSee all

Services

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Retirement Investment Management
Asset Management

Sites Retirement Solutions offers comprehensive investment management services designed to help clients achieve their retirement goals. We develop and implement customized investment strategies based on individual needs and risk tolerance, providing ongoing portfolio monitoring and adjustments to ensure optimal performance.

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