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Oak Root LLCFinancial advisor in Sonoma, CA

Oak Root LLC is a financial advisor at 144 W Napa St, Sonoma, CA 95476, rated 5.0 from 1 Google review.

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.

Sonoma, CA0 paid placements in any rankingHow we rank

Call (707) 812-5112Website ↗

Key facts

Key facts about Oak Root LLC
Address144 W Napa St, Sonoma, CA 95476Get directions
Phone(707) 812-5112
Websiteoakrootllc.com
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment AdvisorsGoogle main category

Service area

Serves Sonoma and 11 towns within 25 miles: Napa, Petaluma, Rohnert Park, American Canyon, Novato, Vallejo, Santa Rosa, Hercules, Pinole, San Rafael and San Anselmo.

Based in Sonoma, CAView on map

Questions about Oak Root LLC

What areas does Oak Root LLC serve?

Serves Sonoma and 11 towns within 25 miles: Napa, Petaluma, Rohnert Park, American Canyon, Novato, Vallejo, Santa Rosa, Hercules, Pinole, San Rafael and San Anselmo. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oak Root LLC?

Oak Root LLC has a rating of 5.0 from 1 Google review. 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 Oak Root LLC?

Call Oak Root LLC on (707) 812-5112. The business is at 144 W Napa St, Sonoma, CA 95476. 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.

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