How MJ Everson Financial Serves Our Clients

MJ Everson Financial is the business embodiment of our personal beliefs. We have chosen to base our financial planning buinsess in Santa Rosa. In the heart of Sonoma County. This keeps us grounded locally and allows us to embrace and support our amazing local community.

We believe we can help you save more. We believe we can help you plan a solid post-career life. 

We believe in picking up the phone. We believe you want answers to your financial questions, not sales pitches.

We believe our customers deserve honest advice. We believe in speaking a language you understand, not Wall Street gobbledygook.

Which is why we believe in practicing as fiduciaries. We believe that your financial interests should come first.

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