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Best Financial Advisors in Fairfield, CA
The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Fairfield area.
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Correia Financial Services
“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”
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Benning Financial Group
Financial Planning
“Randy Benning is a Certified Financial Planner (CFP®) at Benning Financial Group, LLC, located in Fairfield, California. His firm focuses on investment management, financial, retirement, and estate planning. Randy has been a Financial Planner in the ...”
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Epsilon Financial Group
“You've made the decision. Maybe you're finished working. Maybe you're not finished, even though you would like to be. Maybe you're looking for something else to do, that doesn't look or feel like a “career”. Maybe you've found an opportunity to serve...”
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Celaya Law
Special Needs Planning, Business Succession Planning, Qualified Personal Residence Trusts
“Anthony was amazing, easy to work with and super helpful, he answered all my questions and made everything supper simple for me, I truly recommend him he is trustworthy and confidential.”
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Homestead Real Estate
- Dream
- Negotiation
- Team
“Some of the resources The Pujals Team bring to their clients include: Highly trusted mortgage financing partner (Benchmark Mortgage), superior and fairly prized trades such as...”
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Emerge Financial Group
Business Advisory Services, Compliance and Regulatory, Tax and Business
“Emerge Financial Group's holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then...”
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Vintage Wealth Advisors
“I've trusted John for decades and am happy with his advice and management.”
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Napa Wealth Management
“Incredibly nice and friendly, really know there stuff.”
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ATS Tax and Financial Solutions
Negotiating a Tax Debt, Audit Representation, Bookkeeping
“They call me to make an appointment for my taxes.”
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Napa Valley Financial
“Welcome, I'm Mark Richmond, a financial consultant in Napa, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for ...”
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Tyler Financial
“Tyler Financialwas founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, to earn a reputation for excellence in our industry. For each of o...”
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Harvest Financial
Investment Options, Getting Started
“Chal Daniels has been my financial advisor for a few years now and has done an amazing job of answering all of my questions and explaining how things work in the financial world.”
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Lobdell & Lane Wealth Management
“If you are looking for financial advisors who have the a high level of skill and knowledge, integrity, and kindness call them.”
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Bridget Harkins, CFP - Wheels Up Wealth
“You seek sound, patient guidance and a partner who can educate and empower you to make healthy financial decisions. Whether you've been left out of the conversation in the past or are simply seeking to improve your approach, we believe in bringing yo...”
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Garrity Bookkeeping
“She delivers the goods”
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Paul Hanson Partners
“Great customer service, good rates and very knowledgeable about the industry to help make sure you always have the proper coverage for your business insurance!”
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Financial Celebrations
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Kuhlmann Associates Financial
“There's no question divorce is one of the most stressful and emotionally charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is car...”
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Allegiance Financial
Referrals
“Allegiance Financial is a full-service, family-owned company specializing in retirement and estate planning as well as planning for other personal objectives such as wealth preservation & risk management, investment portfolios and funding college.”
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MDG Legacy Advisors
Retirement Strategies, Comprehensive Planning, Overview
“At MDG Legacy Advisors, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you're not just a number or one portfolio of many. You're our priority, and we ha...”
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Soares Financial
“Soares Financial, Inc. | 1832 Soscol #106, Napa, CA | Phone: 707-255-6900”
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Dedora Capital
“Before working at DeDora Capital, Dr. Hill was the Senior Portfolio Manager at Harrington Investments, Inc., and prior to that was a Portfolio Manager at the Camejo Group. Forrest earned his PhD from the Massachusetts Institute of Technology and spen...”
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Allpoint Financial Group
“AllPoint Financial Group is a Northern California RIA committed to providing our clients with financial advice from all points. Experienced financial advisors that have worked with individuals, companies and non-profit organizations; we strive to be ...”
Retirement Planning and Investment Management Services in Fairfield, CA Cost Estimates
Minimum cost
$1184
Maximum cost
$10058
National Average
$3550
Avg Per Hour Rates
$355
$2367
$6508
Typical price range is based on
414 cost profiles
Why these companies made our list
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