Ratings sourced from Google Business Profile · Last refreshed November 2026
Financial Advisors · Petaluma, CA
Exceptional 5.0-star rating from 11 Google reviews for a Petaluma financial advisor.
Listing data last updated May 11, 2026 · sourced from public Google Business Profile data
11 customer ratings on Google
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At 5.0★ from 11 ratings, Swad Wealth Management rates about even with the 5.0★ average of the 3 nearest financial advisors we track in Petaluma.
Lucey Wealth Advisors LLC
1129 Industrial Ave STE 102, Petaluma, CA 94952, USA
Kruse Financial Strategy
720 Southpoint Blvd Suite 201, Petaluma, CA 94954, USA
Choreo Advisors
11 5th St Suite 108, Petaluma, CA 94952, USA
North Bay Wealth Management
140 2nd St #310, Petaluma, CA 94952, USA
Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC
755 Baywood Dr Ste 200, Petaluma, CA 94954, USA
Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA
215 Western Ave, Petaluma, CA 94952, USA