Chico, CA

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Chico, CA
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Best Financial Advisors in Chico, CA

The highest-rated Financial Planning & Wealth Management companies out of 176 vetted & reviewed in the Chico area.

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Di Duca Ellingson

Di Duca Ellingson

(10)
Are You A Caregiver?, Veteran’s Benefits, Hospice Care
“The documents were drawn up on the schedule she had given us and she spent time going over the details of what we still needed to do to fully implement the trust we created, ensuring a successful outcome.”
In Business Since 2012
Family Business
310 Flume St, Chico, CA
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Altum Wealth Advisors | S. Cliadakis, CFP

Altum Wealth Advisors | S. Cliadakis, CFP

(6)
Financial Planning, Retirement Planning, Investment Management
“She attended meetings with me to talk to the estate attorney, she met with my family to give them an update of my financial situation and she looked at every single bit of my paperwork to walk me through it.”
In Business Since 2016
Licensed
1074 East Ave suite t-1, Chico, CA
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Sweeney & Michel

Sweeney & Michel

(8)
  • Team
  • Market
“He has proven to be the kind of advisor I trust and recommend to all my friends, family, or anyone looking for a reputable place to care for their funds/accounts!”
In Business Since 2018
Transparent Fees & Pricing
196 Cohasset Rd #100, Chico, CA
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Embrace Wealth Management

Embrace Wealth Management

(5)
“She directed me to resources that would fit my lifestyle & situation the best, and then we talked about normal things that normal people talk about.”
In Business Since 2020
Stoble Workplace, 418 Broadway St, Chico, CA
Featured

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Liberty Bell Financial Group

Liberty Bell Financial Group

Variable Annuities, Long-Term Care Insurance, Products & Services
In Business Since 2020
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
434 Broadway St #100, Chico, CA
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Norcal Financial Group

Norcal Financial Group

(2)
“Rod went above and beyond to help my family through time sensitive and confusing financial decisions, great guy and probably the most friendly person you will ever meet.”
In Business Since 2007
Licensed
3201 Esplanade # 110, Chico, CA
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OG Private Wealth

OG Private Wealth

“We pride ourselves on cultivating long-lasting partnerships, building trust, and leveraging our expertise to help provide clarity in an otherwise convoluted industry. Partner with us to secure your financial future.”
In Business Since 2017
555 Main St UNIT 400, Chico, CA
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Rich Financial

Rich Financial

“By providing holistic financial planning and personal investment management services that are specifically tailored to meet your needs, we work to help you successfully achieve your goals. That's why building strong client relationships is at the hea...”
In Business Since 2001
Transparent Fees & Pricing
2452 Lakewest Dr ste e, Chico, CA
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HBW Advisory Services

HBW Advisory Services

Investment Services, Retirement Planning, Tax Services
“Our Financial Advisors are fiduciaries that are required by law to give advice that is in the best interest of the client. We work together to provide the highest levels of trust, integrity and respect while always collaborating to create custom solu...”
In Business Since 2016
1395 Ridgewood Dr # 300, Chico, CA
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Associated Pension Consultants

Associated Pension Consultants

“With our experience, expertise, and dedication to excellence, our mission is to provide personalized, localized client service upon a solid foundation of integrity.”
In Business Since 1998
2035 Forest Ave, Chico, CA
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Mootz Financial Solutions

Mootz Financial Solutions

“With over two decades of experience in the investment industry, Rick combines his love of people and love of numbers to create solutions that bring harmony to your financial goals. With his broad knowledge and easy communication style, Rick, strives ...”
In Business Since 2011
Accepts All Major Credit Cards
680 Rio Lindo Ave Suite #60, Chico, CA
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Sharrett Bookkeeping &

Sharrett Bookkeeping &

(8)
“Excellent”
In Business Since 1995
Licensed, BBB Rating: A+
Serving Chico Area
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Ridge Financial Planning

Ridge Financial Planning

(1)
“I could not be more pleased with the investment results I have received working with Heidi and would recommend Ridge Financial Planning to anyone seeking a caring and professional financial advisor.”
In Business Since 2021
Licensed
Serving Chico Area
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Charles Tracy Consulting and Tax Service

Charles Tracy Consulting and Tax Service

(3)
“After using different tax filling agencies over the years we are so happy to have found Chuck and have used his services for the last two years with great success.”
In Business Since 2019
Free Initial Consultation
Serving Chico Area
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Tammy Hart Tax Consulting

Tammy Hart Tax Consulting

(3)
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2015
Serving Chico Area
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Pursestrings

Pursestrings

“If you are looking for independent, objective financial planning and advice, you have come to the right place. As you will see, Pursestrings is a different type of financial planning firm. Unlike many other firms, we only provide independent, objecti...”
In Business Since 2004
Serving Chico Area
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Higgins & Associates

Higgins & Associates

Services For Individuals, Industries, Business Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
In Business Since 2006
Transparent Fees & Pricing
Offers Financing Options
Serving Chico Area
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Betenbaugh Financial - Paul Betenbaugh

Betenbaugh Financial - Paul Betenbaugh

Affiliations
“Welcome to Betenbaugh Financial, a full-service investment company specializing in retirement planning and estate conservation. Feel free to browse my site. You'll find a variety of articles, financial calculators and research reports that I hope wil...”
In Business Since 2017
Transparent Fees & Pricing
Serving Chico Area
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Shaw & Associates

Shaw & Associates

(9)
Nitrogen What's Your Risk Number?, Your 4% Withdrawal Strategy May Not Be Enough, Tax-Smart Planning Concepts
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2010
950 Tharp Rd Building 100 Suite 101, Yuba City, CA
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Ryan Wealth Management

Ryan Wealth Management

(1)
Who We Serve
“We've been working with them for more than 15 years and know we can trust them to make the best decisions for us and our family.”
In Business Since 2005
463 Century Park Dr, Yuba City, CA
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Sierra Fiduciary Services

Sierra Fiduciary Services

(6)
  • Knowledge
“As my wife and I search for a fiduciary, in our area, to work with our children when the time comes that we pass, I genuinely feel we will be fortunate if we locate someone that is nearly as professional, dedicated, and easy to work with, as Matt has...”
In Business Since 2014
Transparent Fees & Pricing
Serving Chico Area
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Apple & Associates

Apple & Associates

(5)
Retirement Planning, Estate Planning, Investment Management
“We've entrusted Dean with all our personal financial planning and have also transferred our company's Simple IRA plans to be managed by him.”
In Business Since 2001
Licensed
Serving Chico Area
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Nickell Tax & Financial Planning

Nickell Tax & Financial Planning

(11)
“They are more expensive than the last place I was receiving preparation but they are very friendly and seem to care for their clients, they offered me advice to help me financially so I don't have to owe for the future years.”
In Business Since 2008
Serving Chico Area
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Encompass Financial Planning

Encompass Financial Planning

(2)
Financial Planning, Insurance Planning, Tax Planning
“We have been working with Sarah for several years now and more recently with Josh as our financial advisors.”
In Business Since 2023
Serving Chico Area
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Retirement Planning and Investment Management Services in Chico, CA Cost Estimates

Minimum cost
$1167
Maximum cost
$9919
National Average
$3501
Avg Per Hour Rates
$351
$2334
$6419
Fair price range is based on 453 cost profiles
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Average Cost $3501
Minimum cost $1167
Maximum cost $9919
Avg Per Hour Rates $351

Fair range $2334 to $6419 is based on 453 cost profiles.

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