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Robert W Johnson Accountancy
“He takes the time to personally explain what can sometimes be complicated issues.”
Best Financial Advisors in Citrus Heights, CA
24 firms listed · 6 in Citrus Heights · 1 open weekends · 21 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Glh&c Financial Services
“She has always been professional, thorough, and patient in her explanations of complicated situations.”
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Innocent & Associates
“ Thank you for visiting us on the web, and we hope to hear from you soon.
We look forward to serving your accounting and tax needs.
- References available upon Request –
”
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Hampton Financial Consulting
“They have given us peace of mind and a great bill paying record, plus our credit score has never been higher.”
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Tewksbury Financial
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
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Wealth Strategies - Osaic Wealth
“We are caretakers of your investments and understand the profound privilege and responsibility that comes with that duty. We'll be your trusted companion every step of your financial journey, offering unwavering support and guidance. Our commitment t...”
The 24 firms listed for Citrus Heights, 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: Citrus Heights, CA
Of the 24 firms we list here, 6 are in Citrus Heights itself and 18 come from towns including Sacramento (9, 13 mi), Roseville (5, 5 mi) and Granite Bay (1, 4 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 834 reviews; 7 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (89%) and quality (76%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "understanding". 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax services (4), for small businesses (2) and tax problem resolution (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 11 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 59 years. 1 offers payment plans; 2 offer a free initial consultation; 2 are family- or locally-owned and 1 lists 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 Citrus Heights take financial planning bookings online?
9 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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Bangerter Financial Services
- Retirement
- Tax
- Questions
“Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by.”
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Level Coaching
- Educational
- Feel
- Pay
“I always enjoy our phone meetings every month and all the info I get from her about moving forward towards a good financial future for myself and my family!”
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Towerpoint Wealth
- Expertise
- Future
- Confidence
“As my wife and I enjoy our retirement together and the travel and family time together with our kids, we are very blessed to have Tower Point beside us every step of the way.”
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Klosek Law Offices
- Probate
- Father
- Knowledge
“He helped review my parents estate to be compliant within the state of California, and helped to guide us on dealing with a death in the family and draw up a Power of Attorney document.”
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Bulletproof Tax & Accounting Firm
- Tax Laws
- Deductions
- Communicating
“Dealing with all the legal stuff that came up when my dad passed has been kind of a headache but this final part in doing taxes has been easy and I havent been stressed during this process.”
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JD Tax and Accounting Services
- Understanding
- Season
- Accounting is
“You can rest assured Frances works to stay on top of the latest information to keep her well informed, knowledgeable, and skilled in tax related issues.”
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EDH Tax Solutions
- Accounting
- Money
- Season
“We needed help with personal and LLC tax returns and related issues, and EDH Tax Solutions took the time to review our issues and explain a course of action in plain English.”
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Blanco
- Small Business
- Company
- Money
“She is amazing gots a HUGE heart helped me get to the bottom of my tax situation and I'm a very satisfied customer I will be coming here from now on.”
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Schwartz Platz and Associates, CPA
- Service
- Needs
- Estate
“She educated me (in layman's terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds.”
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Dominick Anton Financial Advisor at Twin Rivers Wealth Management
- Knowing
- Questions
- Future
“Apart from being a man full of integrity he is also very trustworthy, well educated, very professional, and is always willing to go the extra mile for his clients, even if it is not directly related to finance.”
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Sacramento Tax Resolution
- Skeptical
- Book
- 1099
“At first it was a little tough to go thru all of my tax issues dating back 11 years & then having to trust a complete stranger in (Mike), to help me reassemble all the jigsaw pieces.”
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Parkshore Wealth Management
- Fee
- Goals
- Team
“I highly recommend Harold and the team at Parkshore to anyone interested in wealth management!”
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Cunninghamlegal
- Organized
- Company
- Informative
“Plus, their free webinars are top notch to help you learn what questions to ask when you meet with the attorney so you're not using their time to explain the basics to you.”
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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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Ornelas & Ornelas
- Tax Preparer
“I knew of jim s business via ads that i saw but i finally called him after a cple of years of putting it off even tho i knew one can never escape the tax man.”
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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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Allen Tax Planning
“I highly recommend Mark Allen of Allen and Allen.”
Retirement Planning and Investment Management Services in Citrus Heights, CA Cost Estimates
Minimum cost
$1144
Maximum cost
$9719
National Average
$3431
Avg Per Hour Rates
$344
$2287
$6289
Average price range is based on 425 cost profiles
Why these companies made our list
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