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Cunninghamlegal
- Company
- Organized
- Office
“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.”
Best Financial Advisors in Auburn, CA
24 firms listed · 7 in Auburn · 1 open weekends · 17 rated 4.5+ · 4 show a license
Data verified October 17, 2026
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Western Sierra Business Services
- Payroll
- Books
“Dianne is very nice and reliable.”
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Integrated Financial Concepts
“Great Financial Advisors”
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North Brook Financial Services
“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
“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...”
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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...”
The 24 firms listed for Auburn, 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: Auburn, CA
Of the 24 firms we list here, 7 are in Auburn itself and 17 come from towns including Roseville (9, 16 mi), Rocklin (3, 11 mi) and Granite Bay (3, 13 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 419 reviews; 2 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (67%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are business services (3), tax planning (3), investment management (2), personal financial planning (2) and services for individuals (2). 4 show a license on their websites; 2 list staff certifications (CFP and CPA) and 8 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 7 offer a free initial consultation; 1 is family- or locally-owned and 2 list 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 Auburn take financial planning bookings online?
7 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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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
- 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
- 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
- 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
- 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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Robert W Johnson Accountancy
“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
- Tax Preparer
- Team
- Questions
“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
- 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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Peak Business Coaching
- 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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Tidwell & Associates Cpas
“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
- Strategic
- Tax Laws
- Tax Planning
“He brings value by working proactively with us throughout the year so we can strategize accordingly.”
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Diligence Wealth Management
- 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
- Goals
- Management
- Team
“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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Monolith Financial Group
- 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
“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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Saxe Capital
- Strategy
- Portfolio
- Financial Advisor
“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.”
Retirement Planning and Investment Management Services in Auburn, CA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 272 cost profiles
Why these companies made our list
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