Allen Tax Planning
“Noell Allen, CPA is an extraordinarily knowledgable and personable tax professional.”
Best Financial Advisors in Folsom, CA
20 firms listed · all 20 in Folsom · 1 open weekends · 10 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Fairchild Financial Advisors
Boyd & Associates
“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.”
T. Sharp Legacy & Wealth Counsel
“She takes her time to figure out the best solutions for her clients and makes sure that a quality level of service is provided.”
Leslie Roper Day & Associates
“Leslie and her team are a pleasure to work with.”
Dachtler Wealth Management
The 20 firms listed for Folsom, 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: Folsom, CA
All 20 firms we list here are in Folsom itself. We have 21 firms in Folsom on file; this page shows the highest-rated 20. 10 of the firms on this page have a rating, and all of them are rated 5.0, across 19 reviews. 1 is open on Saturdays. 3 show a license on their websites; 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers remote or virtual consultations and 1 is family- or locally-owned. We have a website on file for 19 of the firms on this page; 15 publish a contact page; 14 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Folsom take financial planning bookings online?
6 of the 20 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Lake Tahoe Wealth Management
“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.”
Capstone Financial Group
“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.”
Westcorp Financial Services
“Great Customer Service, Women were very helpful with all my questions.”
Gasber Financial Advisors
Green Wealth Management
Planned Solutions
Rasmussen Advisors: Retirement Planning
Perry Financial Network
Capital Region Financial Group
Restrepo Wealth
Elizabeth Keyser
Natoma Wealth
Bastoni Financial Services
Mathews Capital Management
Why these companies made our list
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