Best Financial Advisors in Elk Grove, CA

15 firms listed · 5 in Elk Grove · 1 open weekends · 11 rated 4.5+ · 2 show a license

Data verified October 16, 2026

Kim Sutton

Kim Sutton

4.1 3 reviews
Since 1998FinancingPrices online
9162 Bruceville Rd
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Transamerica Financial Advisors

Transamerica Financial Advisors

4.5 1 review
“The financial literacy workshops transformed my life, my plans for paying a 12 years mortgage has come down to 5 1/2 years just by applying simple maths into my life.”
LicensedSince 2011
9355 E Stockton Blvd STE 230
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West Coast Swiss Group

West Coast Swiss Group

5.0 1 review
“They have saved me lots of money”
Since 2017
10954 Beitzel Rd
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The Jones Educational Group

The Jones Educational Group

5.0 1 review
“While he is very knowledgeable and astute to the diverse concepts in his field, he is able to communicate across various audiences complex ideas with ease.”
9245 Laguna Springs Dr
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Credence Financial Services

Credence Financial Services

Since 2020
9245 Laguna Springs Dr #200
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Towerpoint Wealth

Towerpoint Wealth

5.0 50 reviews
“Joseph and the whole team are great communicators and present information clearly and in a timely fashion.”
LicensedSince 2017Prices online
Sacramento, CA · 11 mi from Elk Grove
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The 15 firms listed for Elk Grove, 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: Elk Grove, CA

Of the 15 firms we list here, 5 are in Elk Grove itself and 10 come from Sacramento (11 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 139 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites and 1 lists staff certifications (CFP). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 10 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.

Why are financial advisers outside Elk Grove listed here?

5 of the 15 firms are located in Elk Grove. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

My Books My Taxes

My Books My Taxes

5.0 8 reviews
“My first time using Mai as my CPA, she is very knowledgeable when it come to tax.”
Since 2019
Sacramento, CA · 11 mi from Elk Grove
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Moneywise With Marybeth Fiduciary Services

Moneywise With Marybeth Fiduciary Services

5.0 9 reviews
“Her cultivation of an ethical relationship of trust with my friend, as well as others in his small social sphere, is well practiced as she has prudently assisted to care for his assets, and overall wellbeing”
Since 2017
Sacramento, CA · 11 mi from Elk Grove
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Islip + Company, Cpas

Islip + Company, Cpas

4.6 8 reviews
“Their level of competence, knowledge of tax codes and understanding of my particular needs is unequalled in the Sacramento community.”
30+ years
Sacramento, CA · 11 mi from Elk Grove
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Soesbe Financial

Soesbe Financial

Since 2019
Sacramento, CA · 11 mi from Elk Grove
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Twin Rivers Wealth Management

Twin Rivers Wealth Management

5.0 4 reviews
“He is very detailed, organized, thoughtful, but most importantly he was able to explain financial concepts to me in a way that I understood.”
CFP certifiedSince 2019
Sacramento, CA · 11 mi from Elk Grove
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School Services of California

School Services of California

4.0 1 review
“Michelle answered all my questions and called me back when she had additional info that helped to clarify the situation.”
Serves CaliforniaSince 1975
Sacramento, CA · 11 mi from Elk Grove
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Sutley Wertzer

Sutley Wertzer

5.0 1 review
“Steve has always been a honest, straight forward and honest financial advisor.”
California license #0B28322Since 2000
Sacramento, CA · 11 mi from Elk Grove
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Simpson Wornel

Simpson Wornel

Since 1998
Sacramento, CA · 11 mi from Elk Grove
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Benefit Resources

Benefit Resources

Replies within 1 business dayServes Sacramento, Northern California, other regionsSince 1987Prices online
Sacramento, CA · 11 mi from Elk Grove
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HomeWealth Management AdvisorsCaliforniaElk Grove, CA

Why these companies made our list

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