Best Financial Advisors in Citrus Heights, CA

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Citrus Heights area.

Robert W Johnson Accountancy

Robert W Johnson Accountancy

(2)
“He takes the time to personally explain what can sometimes be complicated issues.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1980
6234 Birdcage St, Citrus Heights, CA
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Glh&c Financial Services

Glh&c Financial Services

(1)
“She has always been professional, thorough, and patient in her explanations of complicated situations.”
In Business Since 2012
5650 Sunrise Blvd # 250, Citrus Heights, CA
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Innocent & Associates

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 –  ”
In Business Since 1994
7625 Sunrise Blvd #206, Citrus Heights, CA
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Hampton Financial Consulting

Hampton Financial Consulting

(3)
“They have given us peace of mind and a great bill paying record, plus our credit score has never been higher.”
In Business Since 2012
7625 Sunrise Blvd Suite 204, Citrus Heights, CA
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Tewksbury Financial

Tewksbury Financial

Tax Library, Calculators, Newsletters
“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...”
In Business Since 2017
5406 Sunrise Blvd #2, Citrus Heights, CA
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Wealth Strategies - Osaic Wealth

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...”
Licensed
In Business Since 2008
7509 Madison Ave STE 107, Citrus Heights, CA
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Bangerter Financial Services

Bangerter Financial Services

(49)
  • 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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2005
1380 Lead Hill Blvd STE 180, Roseville, CA
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Level Coaching

Level Coaching

(47)
  • 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!”
Licensed, BBB Rating: A+
In Business Since 2014
970 Reserve Dr #201, Roseville, CA
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Towerpoint Wealth

Towerpoint Wealth

(50)
Fiduciaries and Trustees, Specialized Services For Attorneys, Wealth Management Services
“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.”
Licensed
Transparent Fees & Pricing
In Business Since 2017
500 Capitol Mall #2060, Sacramento, CA
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Klosek Law Offices

Klosek Law Offices

(49)
Probate, Trust Administration, Estate Planning
“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.”
Family Business
In Business Since 2018
820 Alhambra Blvd, Sacramento, CA
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Bulletproof Tax & Accounting Firm

Bulletproof Tax & Accounting Firm

(48)
  • 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.”
Free Initial Consultation
In Business Since 2007
4635 Freeport Blvd ste b, Sacramento, CA
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JD Tax and Accounting Services

JD Tax and Accounting Services

(43)
Business Services, Quickbooks Services, Tax Services
“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.”
Transparent Fees & Pricing
In Business Since 2013
1104 Corporate Way, Sacramento, CA
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EDH Tax Solutions

EDH Tax Solutions

(49)
Tax Problem Resolution, For Small Businesses, Tax Services
“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.”
In Business Since 2020
Serving Citrus Heights Area
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Blanco

Blanco

(46)
  • 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.”
In Business Since 2019
1309 Florin Rd Ste C, Sacramento, CA
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Schwartz Platz and Associates, CPA

Schwartz Platz and Associates, CPA

(37)
Tax Services, Industries, Services For Quickbooks Online
“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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1968
730 Howe Ave #100, Sacramento, CA
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Dominick Anton Financial Advisor at Twin Rivers Wealth Management

Dominick Anton Financial Advisor at Twin Rivers Wealth Management

(37)
  • 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.”
Transparent Fees & Pricing
In Business Since 2013
1783 Tribute Rd D, Sacramento, CA
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Sacramento Tax Resolution

Sacramento Tax Resolution

(33)
Your IRS File, Payroll Tax Protection, Bankruptcy Options
“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.”
In Business Since 2019
4608 Duckhorn Dr, Sacramento, CA
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Parkshore Wealth Management

Parkshore Wealth Management

(14)
  • Fee
  • Goals
  • Team
“I highly recommend Harold and the team at Parkshore to anyone interested in wealth management!”
CFP Certified
Family Business
Free Initial Consultation
In Business Since 2013
5940 Granite Lake Dr, Granite Bay, CA
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Cunninghamlegal

Cunninghamlegal

(19)
Probate Representation California, Estate Taxes California, Family Office Practice
“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.”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1999
200 Auburn Folsom Rd #106, Auburn, CA
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Ornelas & Ornelas

Ornelas & Ornelas

(6)
Tax Problem Resolution, Additional Services, For Small Businesses
“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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1995
3001 Arden Wy, Sacramento, CA
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Strategic Wealth Legal Advisors.

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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1994
3001 Douglas Blvd # 142, Roseville, CA
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Next Level Accounting & Tax

Next Level Accounting & Tax

(16)
Business Tax Planning, Tax Audit Services, Business Tax Preparation
“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...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2022
508 Gibson Dr STE 240, Roseville, CA
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Michael S Hawes & Associates

Michael S Hawes & Associates

(1)
“Extremely helpful and knowledgeable about all aspects of my business.”
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1992
1620 Lead Hill Blvd #100, Roseville, CA
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Allen Tax Planning

Allen Tax Planning

(2)
“I highly recommend Mark Allen of Allen and Allen.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2003
2600 E Bidwell St Suite #210, Folsom, CA
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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
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Average Cost $3431
Minimum cost $1144
Maximum cost $9719
Avg Per Hour Rates $344

Average range $2287 to $6289 is based on 425 cost profiles.

Why these companies made our list

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