Schedule an Initial Phone Meeting
Sebastopol Office
Open Monday to Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm.
Closed for major holidays along with the financial markets.
825 Gravenstein Hwy N., Suite #5
Sebastopol, CA 95472
707-829-1146 (Sebastopol)
800-696-8096 (Toll Free)
707-829-0111 (Fax)
San Rafael Office
Open by appointment only.
1050 Northgate Drive, Suite 515
San Rafael, CA 94903
415-925-1388 (Marin)
When planning a visit to speak with a particular person, please call beforehand so we can coordinate our schedules.
If you need to drop something off after hours, we do have a small drop slot at the back of the Sebastopol building into Jason’s office. Look for the sign on our back door that says “Night Drop”.
707-829-1146 (Sebastopol)
415-925-1388 (Marin)
800-696-8096 (Toll Free)
info@willowcreekwealth.com
Sebastopol [8-5 M-Th, 8-4 F]
825 Gravenstein Hwy N., Suite #5
Sebastopol, CA 95472
San Rafael [Appointment Only]
1050 Northgate Drive, Suite #515
San Rafael, CA 94903
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Securities accounts are custodied through TD Ameritrade, Member FINRA /SIPC.