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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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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True Worth Financial Planning

True Worth Financial Planning

(6)
“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
705 Gold Lake Dr Suite 250, 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.
Other questions that you might have are answered on the FAQ page of our website.
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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 2015
1180 Iron Point Rd, 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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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 2016
101 Parkshore Dr #100, Folsom, CA
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Leslie Roper Day & Associates

Leslie Roper Day & Associates

(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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Prudent Investor Advisors

Prudent Investor Advisors

Consulting, Individuals, Retirement Plans
“Prudent Investor Advisors shows sponsors of 401(k) plans and other retirement plans how a longstanding, yet little-known, legal mechanism in ERISA allows them to get rid of significant fiduciary responsibilities and liabilities by transferring them t...”
In Business Since 2004
101 Parkshore Dr #100, 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 1992
2130 E Bidwell St #100, 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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Newport Group

Newport Group

“Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker...”
In Business Since 1997
35 Iron Point Cir #300, Folsom, CA
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Aspen Creek Financial

Aspen Creek Financial

“We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.”
In Business Since 2018
1024 Iron Point Rd, 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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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 1999
81 Blue Ravine Rd Ste 250, 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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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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Planned Solutions

Planned Solutions

“At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar wit...”
Free Initial Consultation
In Business Since 1997
1130 Iron Point Rd #170, Folsom, CA
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McClain Patrick

McClain Patrick

“The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American's preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it ...”
Transparent Fees & Pricing
CFP Certified
In Business Since 2018
8775 Folsom Blvd, Sacramento, CA
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Rasmussen Advisors: Financial Planning

Rasmussen Advisors: Financial Planning

“During the life of your business, our 401(k) financial advice process we can help lower your plan fees, offload some fiduciary responsibility, and lower your legal risk by implementing our 401(k) plan process.”
Transparent Fees & Pricing
Licensed
In Business Since 2019
1024 Iron Point Rd, Folsom, CA
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Capital Region Financial Group

Capital Region Financial Group

“As an independent firm, we are committed to offering complete objectivity and unbiased advice.”
In Business Since 2002
101 Parkshore Dr #100, Folsom, CA
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Natoma Wealth

Natoma Wealth

“Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer s...”
In Business Since 2021
157 Parkshore Dr, Folsom, CA
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Financial Management Associates

Financial Management Associates

“Our new company name will be Astute Wealth Management. As we merge our two companies together, we will continue to use the same office here in Folsom as well as a new location in Cameron Park. I believe this merger will provide the prudent advice and...”
Accepts Cash
In Business Since 2012
2600 E Bidwell St Suite 140, Folsom, CA
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Restrepo Wealth Solutions

Restrepo Wealth Solutions

“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...”
In Business Since 2021
1024 Iron Point Rd, Folsom, CA
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Estate Protectors

Estate Protectors

“As your advisors, we provide a coordinated program by reviewing your current plan, addressing your family's needs, and present you viable planning options to choose from.”
Free Initial Consultation
Licensed
In Business Since 2014
101 Parkshore Dr #100, 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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