Bangerter Financial Services
“I highly recommend to do investment with his firm specially, with Gaston to get tax deferment on capital gains .”
Best Financial Advisors near Arden-Arcade, CA
There are no firms listed in Arden-Arcade itself yet; the 15 below are the closest options, from towns including Roseville (7, 12 mi), Sacramento (6, 5 mi) and Fair Oaks (1, 7 mi).
1 open weekends · 14 rated 4.5+ · 6 show a license
Data verified October 15, 2026
Towerpoint Wealth
“We are converting from a huge company to TPW and are thrilled so far with the personal attention we have gotten and the guidance from Joseph navigating through tricky financial jargon and laws.”
Peak Financial Freedom Group
“He developed a documented financial plan to specifically suit our situation and future needs, which was accomplished in a very professional manner while at the same time putting us totally at ease.”
Fairchild Financial Advisors
Diligence Wealth Management
“Liz not only demonstrated a deep understanding of my needs but also took the time to listen and provide me with a clear plan to preserve my long-term interests while meeting my short-term needs.”
My Books My Taxes
“Love her, she is great and very kind.”
The 15 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 15 firms on this page are rated from 4.2 to 5.0 across 303 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (85%). 1 is open on Saturdays. 6 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 6 take bookings online. 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?
6 of the 15 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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Saxe Capital
“I have had the pleasure of working with Christian for the past 8+ years, and I cannot express enough gratitude for the exceptional service and support he has provided.”
Up Capital Management
“I get a weekly email from them and I always learn a lot from it.”
Blonskij Financial Services
Moneywise With Marybeth Fiduciary Services
“But more than this, she treated him with respect and dignity and was able to explain things carefully so he fully understood the decisions he needed to make.”
Twin Rivers Wealth Management
“He is very detailed, organized, thoughtful, but most importantly he was able to explain financial concepts to me in a way that I understood.”
Islip + Company, Cpas
“I have been going to this business 33 years, they are wonderful and have always been right on time.”
Cornerstone Wealth and Tax Advisory Group
“He is always spot on and really takes care of his customers !!”
Soesbe Financial
Lilani Wealth Management
“I am acting in the capacity of POA and both Rashida and Cindy are exceptionally professional and quick to respond to the needs of my relative, who has been with them for years.”
Why these companies made our list
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