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BaySierra Financial, Inc.Investment advisor in Santa Rosa, CA

BaySierra Financial, Inc. is an investment advisor at 1410 Neotomas Ave #102, Santa Rosa, CA 95405, ranked #11 of 32 investment advisors in Santa Rosa and rated 5.0 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Rosa, CAUpdated 0 paid placements in any rankingHow we rank

Call (707) 544-5696Website ↗

Key facts

Key facts about BaySierra Financial, Inc.
Address1410 Neotomas Ave #102, Santa Rosa, CA 95405Get directions
Phone(707) 544-5696
Websitebaysierra.com
HoursMonday to Thursday: 8:30 AM – 12 PM; Friday: 8:30 AM – midnight
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Santa Rosa and 7 towns within 25 miles: Rohnert Park, Windsor, Petaluma, Healdsburg, Sonoma, Novato and Napa.

Based in Santa Rosa, CAView on map

Opening hours

Opening hours for BaySierra Financial, Inc.
DayHours
Monday8:30 AM – 12 PM
Tuesday8:30 AM – 12 PM
Wednesday8:30 AM – 12 PM
Thursday8:30 AM – 12 PM
Friday8:30 AM – midnightevening
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about BaySierra Financial, Inc.

How is BaySierra Financial, Inc. ranked in Santa Rosa?

BaySierra Financial, Inc. is ranked #11 of 32 investment advisors in Santa Rosa by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are BaySierra Financial, Inc.’s hours?

BaySierra Financial, Inc. is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 12 PM; Friday, 8:30 AM – midnight. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does BaySierra Financial, Inc. serve?

Serves Santa Rosa and 7 towns within 25 miles: Rohnert Park, Windsor, Petaluma, Healdsburg, Sonoma, Novato and Napa. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about BaySierra Financial, Inc.?

BaySierra Financial, Inc. has a rating of 5.0 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact BaySierra Financial, Inc.?

Call BaySierra Financial, Inc. on (707) 544-5696. The business is at 1410 Neotomas Ave #102, Santa Rosa, CA 95405. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own BaySierra Financial, Inc.? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby investment advisors

BaySierra Financial, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
BaySierra Financial, Inc. (this business)—615.0 (13)NoNo
Abacus Wealth Partners#9615.0 (15)NoNo7.7 mi
Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®#10615.0 (13)NoNo3.6 mi
A.E.I. Financial Group#12605.0 (22)NoNo8.9 mi

See all 32 ranked investment advisors in Santa Rosa