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Cunninghamlegal

(19)

Family Office Practice, Probate Representation California, CA Prop 13 Protection & Prop 19 Strategy

“Winston Duggan and Dana Tipton were very helpful, providing answers to our questions quickly and preparing all of the documents we needed in a timely manner.”

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Western Sierra Business Services

(5)

Quickbooks Services, Tax Services, Services For Individuals

“Dianne is very nice and reliable.”

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Integrated Financial Concepts

(3)

“Great Financial Advisors”

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North Brook Financial Services

Tax Planning, Tax Preparation, Investment Management

“NorthBrook Financial Group is a full-service Accounting and Investment firm licensed in CA. We are affordable, experienced, and friendly.”

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Jay Arnold LPL Financial Advisor

Recommended Reading, Market Commentary, Sage Financial Partners

“VersiFi Private Wealth is a multi-generational, multi-disciplined, independent wealth management firm established with the goal to meet the diverse financial needs of our clients, who range from individuals and families to businesses and organization...”

FAQs

What has changed?

We have launched our new brand, VersiFi Private Wealth, in collaboration with LPL Financial Strategic Wealth Services. This new partnership brings enhanced capabilities and the support of a back-office team of experienced professionals to help us focus more on you and your needs, our top priority.

What motivated you to make the change?

We take pride in serving you and have adapted our financial management practice to reflect the growing changes within the financial industry. This new model gives us greater independence, additional resources, improved technology, and access to a broader range of strategies than we have observed elsewhere in the industry. It also enables us to provide you with more choices and an elevated level of service.

Has your investment process changed?

No. We will continue focusing on providing you with strategies tailored to your specific needs, goals and risk profile and utilizing LPLs vast resources to elevate your overall experience.

What is your new website and how do I log into my account?

Our new website address is: www.versifiprivatewealth.com. You can access your account by clicking the Account View button located at the top of each page on our new site.

How did you choose your name?

We carefully chose the name VersiFi Private Wealth to accurately reflect our investment services firm's versatility, diversity, and fiduciary focus. In alignment with LPL Financial and our affiliates, the team at VersiFi Private Wealth provides comprehensive strategies for individuals, families, businesses, and organizations. Our investment services firm was established to work towards all our client's financial needs under one roof.

More info can be found on the FAQ page of our website.

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Packard Financial

“In an increasinglyfast-paced world where everyone seems to be perpetually busy, how do you want to spend your precious time? Does the thought of managing your finances make you excited, anxious or even sometimes afraid? Have you been thinking that yo...”

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Vantage Financial Group

“We are a Registered Investment Advisor firm. Our advisors provide asset management and financial planning, with ongoing guidance in an ever changing financial landscape. We help our clients navigate market situations, stock decisions, and whatever fi...”

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Bangerter Financial Services

(49)

Tax
Retirement
1031 Exchange

“He built trust with us through this whole process, I would highly suggest Gaston to anyone who has a financial need, no situation is too difficult for him.”

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Level Coaching

(47)

Feel
Educational
Learning

“Because of the financial strategies I received from Kelley at USEFS Inc, I was able to get ahold of my debt and begin saving money for the first time in my life.”

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Parkshore Wealth Management

(14)

Goals
Team
Fee

“It's a family operated business who truly make their clients feel like they're part of the family.”

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Next Level Accounting & Tax

(16)

Tax Audit Services, Business Tax Preparation, Profitability & Growth Advisory Services

“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

(1)

“Extremely helpful and knowledgeable about all aspects of my business.”

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Robert W Johnson Accountancy

(2)

“He never charges an extra fee to talk with me and offer information about my tax questions.”

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South Placer Tax & Bookkeeping Services

(12)

Business Tax Returns, Bookkeeping, Tax Planning

“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

(10)

Funds
Risk
Market

“I've been very satisfied with the entire professional staff at Peak Financial Freedom Group and have referred a number of friends and others to their company.”

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Tidwell & Associates Cpas

(5)

Estate & Tax Planning, Personal Financial Planning, Wealth Management

“They began by simply preparing our tax returns, but have provided numerous other services including helping us navigate an IRS audit with flying colors as well as helping my staff and I better organize and clean up our Quick-books accounting software...”

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Peak Business Coaching

(15)

Goals
Plan
Revenue

“Jim's coaching sessions are the best investment I've made in my company so far and highly recommend him if you are serious about growing your business.”

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Clarke CPA Group

(9)

Services For Individuals, Tax Services, Business Services

“He brings value by working proactively with us throughout the year so we can strategize accordingly.”

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Diligence Wealth Management

(18)

Educated
Future
Retirement

“She takes the time to understand your financial situation, your needs, and discuss the appropriate investment options that would be best for you and your family.”

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Abound Financial

(16)

Chaplain Service, Retirement Income Planning, Estate Planning

“Abound Financial provides a comprehensive service in the working relationship they have with my tax preparer and estate planner, which makes my life easier.”

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Metahawk ATM Services

Free Digital Signage, Free ATM Placement, Free CC Processing

“Free Credit Card Processing + Keypad: We provide a free, brand new keypad with free credit card processing that will largely decrease or eliminate your processing fees each month depending on what program you choose. We also offer tailored POS and so...”

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Monolith Financial Group

(19)

Feel
Company
Happy

“I always ask "just one more question" and they always treat me as tho they have nobody else to take care of and all the time in the world to address my concerns.”

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Golden State Tax & Business Services

Individual Services, Business Services

“Financial problem solvers that help you plan on a variety of financial topics like retirement, buying a house, investing, business decisions and much more.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Auburn, CA

The highest-rated Financial Planning & Wealth Management companies out of 124 vetted & reviewed in the Auburn area.

Cunninghamlegal

Western Sierra Business Services

Integrated Financial Concepts

North Brook Financial Services

Jay Arnold LPL Financial Advisor

Packard Financial

Vantage Financial Group

Bangerter Financial Services

Level Coaching

Parkshore Wealth Management

Next Level Accounting & Tax

Strategic Wealth Legal Advisors.

Michael S Hawes & Associates

Robert W Johnson Accountancy

South Placer Tax & Bookkeeping Services

Peak Financial Freedom Group

Tidwell & Associates Cpas

Peak Business Coaching

Clarke CPA Group

Diligence Wealth Management

Abound Financial

Metahawk ATM Services

Monolith Financial Group

Golden State Tax & Business Services

Retirement Planning and Investment Management Services in Auburn, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Auburn

Popular in Auburn