Best Financial Advisors in Folsom, CA

The highest-rated Financial Planning & Wealth Management firms out of 288 vetted & reviewed in the Folsom area.

Leslie Roper Day & Associates

Leslie Roper Day & Associates

Best of 2022
(1)
Who we Are at Leslie Roper Day & Associates, How We Can Help You
“Leslie and her team are a pleasure to work with.”
Licensed
In Business Since 2008
950 Glenn Dr #230, Folsom, CA
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Allen Tax Planning

Allen Tax Planning

(2)
“I highly recommend Mark Allen of Allen and Allen.”
Free Initial Consultation
Accepts All Major Credit Cards
Above Average Price Tag
Licensed, BBB Rating: A+
2600 E Bidwell St Suite #210, Folsom, CA
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Monolith Financial Group

Monolith Financial Group

(20)
  • Family
  • Feel
  • Company
“Jeff listens, gives professional, knowledgeable advice, follows through, and builds our portfolio, giving us peace of mind while we are enjoying life in retirement.”
In Business Since 2010
Serving Folsom Area
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Wealth Guard Advisors

Wealth Guard Advisors

(20)
  • Management
  • Personal
  • Attention
“I have been a client for a number of years and have been very impressed with the responsiveness, follow up, and professionalism of the staff at Wealthguard!”
Licensed
In Business Since 2010
Serving Folsom Area
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True Worth Financial Planning

True Worth Financial Planning

(5)
“We are completely confident in telling Rachel what is generally important to us and knowing that she will keep that in mind while attending to our investments.”
Free Initial Consultation
In Business Since 2020
705 Gold Lake Dr Suite 250, Folsom, CA
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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 2013
1180 Iron Point Rd, Folsom, CA
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Legacy Builders Financial

Legacy Builders Financial

(1)
Financial Planning, Financial Coaching
“Excellent Service with Integrity!”
In Business Since 2017
Po Box 6130, Folsom, CA,
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Ameriprise Financial

Ameriprise Financial

(2)
“Russel has helped my clients take the mystery and insecurity out of planning for their financial futures after divorce, and he is committed to a positive and client-centered approach.”
In Business Since 2005
1130 Iron Point Rd #150, Folsom, CA
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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.”
Transparent Fees & Pricing
In Business Since 2018
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.”
620 Coolidge Dr Ste 165, Folsom, CA
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Donald P. Madsen, Attorney At Law

Donald P. Madsen, Attorney At Law

(1)
“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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Klosek Law Offices

Klosek Law Offices

(19)
Trusts, Modification or Termination of Irrevocable Trusts, Estate Planning
“We met with him once and went through some questions in plain English which he integrated into all the appropriate legal documents; no changes the first time.”
Family Business
In Business Since 2018
820 Alhambra Blvd, Sacramento, CA
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Islip + Company, Cpas

Islip + Company, Cpas

(16)
Bookkeeping, Estates & Trusts, Advisory
“Quick response to my questions, very insightful advice, and Pat got everything done quickly.”
In Business Since 2016
3465 American River Dr d, Sacramento, CA
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Retirement Planning and Investment Management Services Estimated Cost in Folsom, CA 2022

Minimum cost
$1100
Maximum cost
$9350
National Average
$3301
Avg Per Hour Rates
$330
$2200
$6051
Fair price range based on 239 cost profiles
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Average Cost $3301
Minimum cost $1100
Maximum cost $9350
Avg Per Hour Rates $330

Typical range $2200 to $6051 is based on 239 cost profiles.

Why these companies made our list

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