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Ornelas & Ornelas
- Tax Preparer
“I knew of jim s business via ads that i saw but i finally called him after a cple of years of putting it off even tho i knew one can never escape the tax man.”
Best Financial Advisors near Arden-Arcade, CA
There are no firms listed in Arden-Arcade itself yet; the 24 below are the closest options, from towns including Sacramento (10, 5 mi), Roseville (6, 12 mi) and Folsom (2, 14 mi).
3 open weekends · 21 rated 4.5+ · 4 show a license
Data verified October 15, 2026
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Bangerter Financial Services
- Team
- 1031 Exchange
- Retirement
“Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by.”
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Level Coaching
- Company
- Learning
- Educational
“I had a bad experience with another company who wanted me to just quit paying on my credit card, go into default, and then let the credit card company's insurance pay off my debt ALL THE WHILE still paying the third party company to do NOTHING!!”
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Towerpoint Wealth
- Feel
- Management
- Expertise
“Not only do they manage our investments, they coordinate with our accountant and lawyer about our taxes and trust, respectively, to ensure that our investments fit into a comprehensive and secure financial plan.”
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Klosek Law Offices
- Team
- Court
- Probate
“From the onset, the team demonstrated a high level of professionalism and knowledge, ensuring that all our needs were met with the utmost care and attention.”
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Bulletproof Tax & Accounting Firm
- Questions
- Information
- Tax Laws
“Dealing with all the legal stuff that came up when my dad passed has been kind of a headache but this final part in doing taxes has been easy and I havent been stressed during this process.”
The 24 firms listed for Arden-Arcade, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Arden-Arcade, CA
The 24 firms on this page are rated from 4.0 to 5.0 across 842 reviews; 6 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (88%) and quality (77%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 3 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (4), business services (2), quickbooks services (2), services for individuals (2) and tax planning (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 10 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 3 offer payment plans; 5 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Arden-Arcade take financial planning bookings online?
9 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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JD Tax and Accounting Services
- Accounting is
- Season
- Gratitude
“Even when stressed as all of us are her professional demeanor has not broken and she has always been able to accommodate my last minute request and or changes ( I understand she is billing me of course but I am the one asking for her expertise and ti...”
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Blanco
- Questions
- Chocolates
- Small Business
“Just had a great experience with Blanco Income Tax Service, highly recommend if you need any tax services, she is friendly, knowledgeable and answers all the questions you may have and does other services as well, including DMV”
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Schwartz Platz and Associates, CPA
- Questions
- Stars
- Service
“She educated me (in layman's terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds.”
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Dominick Anton Financial Advisor at Twin Rivers Wealth Management
- Understand
- 2020
- Knowing
“His meetings are always enjoyable and he truly cares for the goals of his clients and will assist in a professional and organized manner to achieve them!”
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Sacramento Tax Resolution
- Team
- Company
- Skeptical
“As the principal of a small business in California - I have gone through 2 E As and 2 CP As who have all filed my tax returns in-correctly with the IRS while also failing to file correct forms for the State of California.”
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Parkshore Wealth Management
- Fee
- Team
- Goals
“They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful .”
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Next Level Accounting & Tax
- Emails
“Always very thorough and fast, has provided helpful advice on tax implications for real estate investing, and also provided support when I received a Notice of Deficiency from several years ago (helped me prove it was an IRS mistake, how to work with...”
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Strategic Wealth Legal Advisors.
“Not only is your plan easily accessible and easy to follow, but all of your key documentation is readily available, which is the ultimate key to making your plan successful when it's tested.”
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Michael S Hawes & Associates
“Extremely helpful and knowledgeable about all aspects of my business.”
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Allen Tax Planning
“I highly recommend Mark Allen of Allen and Allen.”
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Robert W Johnson Accountancy
“He takes the time to personally explain what can sometimes be complicated issues.”
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South Placer Tax & Bookkeeping Services
- Questions
- Team
- Tax Preparer
“I don't know what I would do without you all and I would definitely recommend you to all my other business owner friends and anyone looking for an AMAZING CPA or tax preparer.”
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Peak Financial Freedom Group
- Company
- Market
- Risk
“My wife and I had been watching the Peak TV advertisement for over a year before we engaged their team, after doing so we met with both owners (Jim and Dan) such amazing professionals and backgrounds!”
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Advanced Tax & Accounting Firm
“My business is in good hands, ATA firms team know what they are doing in all case scenarios and were able to clean my accounting up and trained me to have things clean and by law..”
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The Weddle Group
- Book
“Each year since my initial return, he has sent email reminders to book an appointment and links to secure site to upload my tax documents to facilitate faster tax preparation.”
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Fairchild Financial Advisors
“F or over 30 years we have been advising individuals who want to develop and implement an intelligent,comprehensive long-term financial plan, customized to their personal goals and resources. Our financial planning process is founded on the idea that...”
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Finance of America Mortgage
- Team
- Call
- Mind
“Anthony was our lender in particular, and the other realtor told us our offer was identical to another person's and the seller went with us because they got good vibes from Anthony.”
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1031 Pros
- Questions
- Timeline
- Properties
“It was my first time using a 1031 exchange for the proceeds from a home sale and their expertise and willingness to answer all of my questions through the process was unending.”
Retirement Planning and Investment Management Services in Arden-Arcade, CA Cost Estimates
Minimum cost
$1167
Maximum cost
$9917
National Average
$3500
Avg Per Hour Rates
$350
$2334
$6417
Average price range is based on 410 cost profiles
Why these companies made our list
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