Wiiken & Gorman

Closed
Call
Website

Advertisement

775 Baywood Dr Ste 306
Petaluma, CA 94954
+1 (707) 769-7820
https://creeksidepartners.com

Wiiken & Gorman is a 100% employee-owned financial management firm based in Petaluma, California, dedicated to providing personalized and fiduciary financial advisory services. With a commitment to acting in clients' best interests, the firm operates on a fee-only, no-commission model, ensuring complete transparency in wealth management.

Staffed by a team of experienced CERTIFIED FINANCIAL PLANNER certificants, the firm emphasizes long-term investment strategies and a client-first approach that fosters close relationships across generations. Their advisors bring a wealth of knowledge from diverse backgrounds in the financial services industry, empowering clients to focus on their lives while reducing financial worries.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

American Wealth Management
Industrial and labor consulting services, Services, nec, nec, Financial consultant

American Wealth Management

1
"BEWARE!!!!!!!!! This guy did business with us....paid with credit card and then cancelled the payment on the card. He took product and no payment. He stole from us...so beware if you want..."
photo of Patty H.
Edward Jones
Automobile insurance, Financial consultant

Edward Jones

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC
Business services, nec, nec

Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Petaluma, CA area, Richard Pitt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›California›Petaluma›Wiiken & Gorman

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.

Advertisement