Serving Investors Since 1955

Leading with experience, stability, and innovation, Wedbush is dedicated to securing your interests, strengthening your vision, and maximizing your financial success.

Santa Rosa Office

Office Email: 
SantaRosa_office@wedbush.com
Office Hours: 
Monday to Friday 7:30 AM - 4:30 PM PST
Office Manager: 
Gina Balestrieri, Office Supervisor
Phone Number: 
(707) 521-2280
Fax Number: 
(707) 521-2299
Office Address:
2455 Bennett Valley Road Suite C218
Santa Rosa, California 95404

 

Advisors in this Office

Click on their names to visit their personal website

Why Connect with a Local Office?

Our clients come first. We are in business to provide value-added services to each of our clients.

Our advisors listen to you. They seek out and evaluate a wide variety of investment choices and recommend those investments with the best potential to achieve your personal financial goals. You'll get warm, friendly service and local expertise that can assist with all of your investment needs.

Products & Services:

  • Wealth Management
  • Portfolio Structure & Management
  • Insurance & Annuities
  • Listed & NASDAQ Securities
  • Fixed-Income Products
  • Mortgage Financing
  • Corporate Finance
  • Public Finance
  • Stock Option Exercise
  • Rule 144 Transactions
  • Qualified & Non-Qualified Retirement Plans
  • Investment Management Programs
  • Client Banking Department for Specialized Margin Loans
  • Low Interest Collateral Loans
  • Interest Credit Balances
  • CreditPlus (Cash Management)
  • ClientLink (Online Account Access)
  • Online Investing