Folsom, CA

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Folsom, CA
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Best Financial Advisors in Folsom, CA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Folsom area.

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Cunninghamlegal

Cunninghamlegal

(19)
Probate Representation California, Family Office Practice, Special Needs Attorneys & Special Needs Trusts
“Both James Cunningham, Estate Planning Attorney, and Dana Tipton, Paralegal, made the entire process so palatable answering all of our many questions and concerns.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2000
200 Auburn Folsom Rd #106, Auburn, CA
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Allen Tax Planning

Allen Tax Planning

(2)
“I highly recommend Mark Allen of Allen and Allen.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2003
2600 E Bidwell St Suite #210, Folsom, CA
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Fairchild Financial Advisors

Fairchild Financial Advisors

“F or over 30 years we have been advising individuals who want to develop and implement an intelligent,comprehensive long-term financial plan, customized to their personal goals and resources. Our financial planning process is founded on the idea that...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1987
193 Blue Ravine Rd # 130, Folsom, CA
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Peak Business Coaching

Peak Business Coaching

(15)
  • Goals
  • Plan
  • Meeting
“Jim's coaching sessions are the best investment I've made in my company so far and highly recommend him if you are serious about growing your business.”
Coupons & Offers
Accepts All Major Credit Cards
In Business Since 2015
111 Natoma St #108, Folsom, CA
Featured

Business Plan in Sacramento, CA. Peak Business Coaching believes writing down your business goals and plans makes it 10 times more likely to happen and twice as likely to be successful. A study at Harvard Business School showed that 3% of their grads that had clear written goals made ten times the income of the remaining 90% of their peers. Of course, a well-written business plan is obligatory to raise money for your endeavor. A comprehensive business plan becomes a template for your team to follow with decisions and actions. It helps them all be working collaboratively towards the same objectives. Schedule with Peak Business Coaching in Sacramento to schedule a business plan appointment, Today. Peak Business Coaching 111 Natoma St #108, Folsom, CA 95630 #Business Plan Sacramento #Business Consultant Sacramento #Executive Coaching Sacramento #Business Coach Sacramento #Business Start Up Plan Sacramento #Peak Business Coaching Sacramento...

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Staszak & Co

Staszak & Co

(3)
Accounting Services, Advisory Services, Tax Planning
“He clearly explained everything he did, why he did it, what he uncovered that was not addressed in years past from the previous CPA and handed me a properly completed tax return.”
Accepts All Major Credit Cards
In Business Since 2016
1180 Iron Point Rd, Folsom, CA
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Boyd & Associates

Boyd & Associates

(2)
Client Accounting Services, Outsourced Bookkeeping
“In particular Stacy Lusk, who has not only helped me clean up a huge technical error by a certain major bank effecting my digital bookkeeping, but also helped me uncover some check fraud going on in my account resulting in me saving $750.”
Remote Consultations Available
In Business Since 2019
101 Parkshore Dr #100, Folsom, CA
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T. Sharp Legacy & Wealth Counsel

T. Sharp Legacy & Wealth Counsel

(5)
  • Estate
  • Planning
“Sharp Legacy & Wealth Counsel to complete my revocable living trust and estate plan which included my will, health care directives, and after life plans.”
In Business Since 2023
50 Iron Point Cir Suite 140, Folsom, CA
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Leslie Roper Day & Associates

Leslie Roper Day & Associates

(1)
Tools, Lifestyle, Money
“Leslie and her team are a pleasure to work with.”
In Business Since 2008
950 Glenn Dr #230, Folsom, CA
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Dachtler Wealth Management

Dachtler Wealth Management

Your Personal Financial Website, Gold Medal Services
“Our goal is to help you plan your financial future in order to provide you and your family with the comfort of knowing your finances are taken care of and geared towards you and your goals. Once your financial picture is evaluated through a consultat...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1993
2130 E Bidwell St #100, Folsom, CA
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True Worth Financial Planning

True Worth Financial Planning

(9)
  • Divorce
  • Goals
“Her empathetic approach is the reason why I feel 100% confident in referring her services to my own clients who are looking for a guiding light after one of life's transitions.”
Free Initial Consultation
In Business Since 2020
Folsom, CA
FAQs
Do you give legal advice?
I am not an attorney and do not give legal advice or draft any legal documents. I can give you general education on the different types of estate planning documents and what they are used for. I would be glad to refer you to an attorney in my network.
Why do I need a CDFA if I have an attorney/accountant/financial advisor?
Many clients assume their attorney will advise them on all financial matters. While attorneys play a crucial role in the process of divorce, they usually are not trained in the intricate financial details that concern tax issues, IRS rulings, real property issues, dividing pensions, etc. Most financial planners and accountants excel in their chosen field, but they have little to no training specifically related to the financial issues of a divorce.
At what point in the divorce process should I meet with a CDFA?
The earlier you have a good understanding of your finances going into divorce, the better. There are benefits to working with a CDFA at any point in the divorce process.
What if I am dissatisfied with my plan?
I do not offer refunds for work already completed. If are unsatisfied with the service in the middle of a project, we will end our engagement immediately. You will only be charged for any work already completed based on my hourly rate of $300, and any remaining fees will be credited back to you within 7 days.
Will you work with my ex and I together?
No. I serve as a financial advocate for the wife only. There are other CDFAs who represent both parties as a financial neutral in the divorce process, who would be a better fit if that's what you're looking for.
Other questions that you might have are answered on the FAQ page of our website.
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Lake Tahoe Wealth Management

Lake Tahoe Wealth Management

(2)
“All in all he was extremely helpful in explaining the various aspects to me so I could understand what I was going to be getting and what would benefit me most.”
CFP Certified
In Business Since 2012
101 Parkshore Dr, Folsom, CA
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Capstone Financial Group

Capstone Financial Group

(1)
Pension Plans, Life Insurance, Estate Planning
“We are very pleased with there treatment of our funds and there ability to protect our investments as if they were managing their own retirement.”
In Business Since 2002
620 Coolidge Dr #190, Folsom, CA
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Westcorp Financial Services

Westcorp Financial Services

(1)
“Great Customer Service, Women were very helpful with all my questions.”
In Business Since 2003
110 Blue Ravine Rd, Folsom, CA
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Mark R. Green, CPA

Mark R. Green, CPA

(1)
Tax Services, Services For Quickbooks, Business Services
“I'm not sure if he is accepting new clients but if you are lucky enough to be one of his clients then you know he is the real deal.”
Transparent Fees & Pricing
In Business Since 1990
2360 E Bidwell St STE 110, Folsom, CA
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Donald P. Madsen, Attorney At Law

Donald P. Madsen, Attorney At Law

(3)
“Don Madsen was recommended to me by a friend who is a very successful businessman in the Sacramento area.”
Se Habla Español
In Business Since 2001
81 Blue Ravine Rd Ste 230, Folsom, CA
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Gasber Financial Advisors

Gasber Financial Advisors

Guidance, Investment Management, Financial Planning
“Since 1995, we have been implementing prudent investment strategies and custom financial plans which have enabled our clients to devote more time and attention to what truly matters in their lives.”
Licensed, BBB Rating: A+
In Business Since 2000
81 Blue Ravine Rd Ste 250, Folsom, CA
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Green Wealth Management

Green Wealth Management

In Business Since 1997
2600 E Bidwell St STE 150, Folsom, CA
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Perry Financial Network

Perry Financial Network

E-App, Carrier Forms, RX For Success
In Business Since 2002
13405 Folsom Blvd, Folsom, CA
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Restrepo Wealth

Restrepo Wealth

“As a high income earner, high net worth individual, business owner, or entrepreneur you are future-focused and want to keep as much of what you earn as possible. Many tax advisors are backwards-looking and compliance-focused, and do not have the know...”
Transparent Fees & Pricing
In Business Since 2021
1024 Iron Point Rd, Folsom, CA
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Rasmussen Advisors: Retirement Planning

Rasmussen Advisors: Retirement Planning

“Non-profits face unique challenges and are often working with limited resources. From driving investment growth to effectively managing liquidity and risk, our advice can help.”
Transparent Fees & Pricing
In Business Since 2019
1024 Iron Point Rd, Folsom, CA
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Pokorny & Associates

Pokorny & Associates

“At Pokorny & Associates, PC, we've been serving the accounting needs of Folsom, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
Transparent Fees & Pricing
In Business Since 2021
101 Parkshore Dr #100, Folsom, CA
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Planned Solutions

Planned Solutions

Retirement Planning, Tax Preparation and Planning, Investment Advice and Management
“We help guide you toward a secure future by providing a solid foundation for financial well-being. From retirement planning and comprehensive risk management to wealth growth and preservation, we cover all your bases. Consider us your knowledgeable f...”
In Business Since 1997
1130 Iron Point Rd #170, Folsom, CA
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Capital Region Financial Group

Capital Region Financial Group

“So when it comes to financial advice, you want straight answers from an expert. No beating around the bush. No meaningless financial jargon. Just clear strategies to get you where you want to be.”
Family Business
In Business Since 2005
101 Parkshore Dr #100, Folsom, CA
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Natoma Wealth

Natoma Wealth

“Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org”
In Business Since 2021
157 Parkshore Dr, Folsom, CA
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Retirement Planning and Investment Management Services in Folsom, CA Cost Estimates

Minimum cost
$1131
Maximum cost
$9609
National Average
$3392
Avg Per Hour Rates
$340
$2261
$6218
Typical price range is based on 415 cost profiles
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Average Cost $3392
Minimum cost $1131
Maximum cost $9609
Avg Per Hour Rates $340

Typical range $2261 to $6218 is based on 415 cost profiles.

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