(916) 723-2555 View Profile

Robert W Johnson Accountancy

(2)

“He takes the time to personally explain what can sometimes be complicated issues.”

i

(916) 367-6430 View Profile

Monolith Financial Group

(21)

Team
Retirement
Feel

“We have had other advisors, but Jeff and his associates fully explain and confirm that we understand everything before any attempt to ask for a commitment.”

i

(916) 846-7780 View Profile

Abound Financial

(16)

Assistance to Loved Ones, Investment Management, Retirement Income Planning

“He takes a personal interest in his client's well being and keeps me regularly updated especially when world changes are happening and the market is going in different directions.”

i

(916) 726-2204 View Profile

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.”

i

(916) 967-3208 View Profile

Glh&c Financial Services

(1)

“She has always been professional, thorough, and patient in her explanations of complicated situations.”

i

(916) 758-9218 View Profile

KW Wealth Management

(10)

Book Online, Financial Planning

“Kimmy is committed to have her clients' individual financial needs as top priority and offers a respected and trusted financial planning and wealth management service.”

i

(916) 988-1779 View Profile

Nadler Accountancy Corporation

(2)

“He does an excellent job with Estate planning and always gets me back the highest return on my income taxes each year.”

i

(916) 826-2015 View Profile

Weco Business Services

(1)

“Not only does he assist me with my business accounting for both of my businesses and my taxes, but he helped me establish my businesses and set up my corporations.”

i

(530) 888-9003 View Profile

Diversified Wealth Management

(9)

Team
Understand
Investment

“Looking at the opportunity a diverse mix of assets provides has never been more clearly explained and articulated than how it's been presented by this group.”

i

(916) 967-5515 View Profile

DMI Debt Solutions

(2)

“Joe is a good, reliable lawyer.”

i

(916) 405-9140 View Profile

Towerpoint Wealth

(30)

Fiduciaries and Trustees, Specialized Services For Attorneys, Wealth Management Services

“From day one the Towerpoint Wealth team have been extremely helpful with our questions and made us comfortable with our financial decisions for retirement.”

Featured

Holding Cash is No Longer Trash! 10.10.2022 “Everybody’s doing something. We’ll do nothing! Holding cash in your investment portfolio, aka not investing it, is akin to “doing nothing.” Historical arguments against holding cash in an investment portfolio cite that it is boring and unproductive to do so, and an extremely defensive position to take. However, considering the afflictions facing today’s financial markets, could holding cash be just what the doctor ordered? Depending on your unique financial plan and investment strategy — and the current and expected state of the economy and financial markets — doing nothing could be a sound strategy or a foolish one that, in the long term, will be detrimental to the health of your nest egg.

i

(916) 226-5334 View Profile

Bulletproof Tax & Accounting Firm

(28)

Communicating
Questions
Tax Returns

“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.”

i

(916) 290-7560 View Profile

Klosek Law Offices

(29)

Probate, Estate Planning, Modification or Termination of Irrevocable Trusts

“Jack also made us feel comfortable asking questions and provided information in way we could easily understand - especially given that we've never been through this process before.”

i

Average Cost	$3431
Minimum cost	$1144
Maximum cost	$9719
Avg Per Hour Rates	$344

Best Financial Advisors in Citrus Heights, CA

The highest-rated Financial Planning & Wealth Management firms out of 239 vetted & reviewed in the Citrus Heights area.