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Cunninghamlegal

(17)

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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Stone Connie CPA

(6)

“Connie is the best.”

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Western Sierra Business Services

(4)

Quickbooks Services, Tax Services, Services For Individuals

“Very professional”

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Owens Estate and Wealth Strategies Group

Insurance Services, Retirement Planning, Asset Management

“Wouldn't you rather have a financial advisor who talks with you instead of at you, who genuinely wants to hear what you have to say and has empathy for what you've been through? Someone you can talk to openly about your life and your personal money m...”

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Integrated Financial Concepts

(2)

“Great insurance and very trustworthy workers.”

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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

Market Commentary, Sage Financial Partners, Blog

“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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Bulman Wealth Group

(4)

“Highly recommend.”

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Bangerter Financial Services

(49)

Company
1031 Exchange
Income

“I've listened to their Podcasts and I think I'm smarter now🤣 but don't worry, I'll still have a million and one questions and they'll be happy to help me.”

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Level Coaching

(47)

“Started out with a few hiccups in the very beginning, nothing major just trying to connect and since they added the text and email notifications things improved considerably.”

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Level Debt

(44)

Happy
Account
Informative

“I would like to personally thank Tammy Pecht, my Financial Success Coach for her understanding and compassion towards my situation during a difficult time.”

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Parkshore Wealth Management

(15)

Team
Fee

“Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more.”

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Strategic Wealth Legal Advisors.

“We invite you to explore our site to learn more about who we are and how we can assist you. Or better yet, contact us to set up a personal meeting.We look forward to speaking with you soon.”

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Michael S Hawes & Associates

(1)

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

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Next Level Accounting & Tax

(12)

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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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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Peak Financial Freedom Group

(11)

Team
Annuities
Retirement

“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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The Tax Place

(11)

Bookkeeping, Tax Services, Services For Individuals

“During these crazy times in our lives during this pandemic she is there for us to do a great efficient job and for the price and help everyone out , please send her all the business you can it's the mom and pop businesses that we need to support duri...”

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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 Business Coaching

(15)

Plan
Goals
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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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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Clarke CPA Group

(6)

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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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

Stone Connie CPA

Western Sierra Business Services

Owens Estate and Wealth Strategies Group

Integrated Financial Concepts

North Brook Financial Services

Jay Arnold LPL Financial Advisor

Packard Financial

Vantage Financial Group

Bulman Wealth Group

Bangerter Financial Services

Level Coaching

Level Debt

Parkshore Wealth Management

Strategic Wealth Legal Advisors.

Michael S Hawes & Associates

Next Level Accounting & Tax

Robert W Johnson Accountancy

Peak Financial Freedom Group

The Tax Place

South Placer Tax & Bookkeeping Services

Peak Business Coaching

Tidwell & Associates Cpas

Clarke CPA Group

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