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Cunninghamlegal
- Organized
- Company
- Paralegal
“Both James Cunningham, Estate Planning Attorney, and Dana Tipton, Paralegal, made the entire process so palatable answering all of our many questions and concerns.”
Best Financial Advisors in Folsom, CA
24 firms listed · 22 in Folsom · 1 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Allen Tax Planning
“I highly recommend Mark Allen of Allen and Allen.”
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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...”
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Peak Business Coaching
- 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.”
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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.”
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T. Sharp Legacy & Wealth Counsel
- 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.”
The 24 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
Of the 24 firms we list here, 22 are in Folsom itself and 2 come from Auburn (1, 16 mi). 15 of the firms on this page have a rating, and all of them are rated 5.0, across 77 reviews. 1 is open on Saturdays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers remote or virtual consultations; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 17 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Folsom listed here?
22 of the 24 firms are located in Folsom. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Leslie Roper Day & Associates
“Leslie and her team are a pleasure to work with.”
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Dachtler Wealth Management
“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...”
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True Worth Financial Planning
- 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.”
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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.”
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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.”
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Westcorp Financial Services
“Great Customer Service, Women were very helpful with all my questions.”
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Mark R. Green, CPA
“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.”
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Donald P. Madsen, Attorney At Law
“Don Madsen was recommended to me by a friend who is a very successful businessman in the Sacramento area.”
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Gasber Financial Advisors
“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.”
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Green Wealth Management
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Planned Solutions
“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...”
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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.”
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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.”
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Perry Financial Network
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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.”
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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...”
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Elizabeth Keyser
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Natoma Wealth
“Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org”
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
Why these companies made our list
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