Glh&c Financial Services
“She has always been professional, thorough, and patient in her explanations of complicated situations.”
Best Financial Advisors in Citrus Heights, CA
15 firms listed · 5 in Citrus Heights · 1 open weekends · 12 rated 4.5+ · 4 show a license
Data verified October 18, 2026
Innocent & Associates
Hampton Financial Consulting
“They have given us peace of mind and a great bill paying record, plus our credit score has never been higher.”
Tewksbury Financial
Wealth Strategies - Osaic Wealth
Bangerter Financial Services
“Gaston takes time to understand investors needs staying in touch with recommendations without pushing to close a deal.”
The 15 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 15 firms we list here, 5 are in Citrus Heights itself and 10 come from towns including Roseville (6, 5 mi), Granite Bay (2, 5 mi) and Fair Oaks (1, 2 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 301 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. 4 show a license on their websites; 1 lists staff certifications (CFP) and 6 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 41 years. 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 take bookings online. 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?
4 of the 15 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.
Level Coaching
“I cannot thank her enough for the tremendous help she has provided!”
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Parkshore Wealth Management
“They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful .”
Peak Financial Freedom Group
“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.”
Fairchild Financial Advisors
Diligence Wealth Management
“I asked Liz for advice on a brokerage account and she was very helpful and also gave me additional ideas that I hadn't thought of that aligned with my investing/savings goal.”
Abound Financial
“He and his staff took the time to know us, understand our goals, retirement needs, our current needs, and retirement financial fears.”
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Saxe Capital
“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.”
Up Capital Management
“They present with as much objectivity fact based patterns and let u make your decisions.”
Blonskij Financial Services
Why these companies made our list
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