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Celaya Law

(50)

Living Trust, Probate, Estate and Trust Administration, Charitable Tax Planning

“In January 2021, due to the implications of California Proposition 19, Anthony and Meghan seamlessly navigated the conversion of our living trust into an irrevocable trust.”

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Homestead Real Estate

(30)

Choice
Heart
Dream

“Susan Pujals was amazing, each and every step of the way, she was 100 percent on it, as well she follows up on every detail, and keeping her clients informed.”

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Vintage Wealth Advisors

(2)

“Grant Smith has taken very good care of me, and is always available to answer any questions I have.”

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Napa Wealth Management

(1)

“Incredibly nice and friendly, really know there stuff.”

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Napa Valley Financial

“Welcome, I'm Mark Richmond, a financial consultant in Napa, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for ...”

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Harvest Financial

(3)

Getting Started, Investment Options

“Chal Daniels has been my financial advisor for a few years now and has done an amazing job of answering all of my questions and explaining how things work in the financial world.”

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Paul Hanson Partners

(1)

“Great customer service, good rates and very knowledgeable about the industry to help make sure you always have the proper coverage for your business insurance!”

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Kuhlmann Associates Financial

“There's no question divorce is one of the most stressful and emotionally charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is car...”

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Soares Financial

“Soares Financial, Inc. | 1832 Soscol #106, Napa, CA | Phone: 707-255-6900”

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Oak Root

“ABOUT THE COMPANY We advocate for our clients using an approach informed by rigorous academic research, thorough understanding of the markets and a family first mindset.”

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Meyers Financial Services

Business Planning, Women in Transition, Tax Planning

“With over 35 years of experience in tax planning and tax preparation, and 18 years dedicated to providing comprehensive wealth management services, our firm stands as a pillar of financial expertise in California's North Bay region. We specialize in ...”

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Dedora Capital

“Before working at DeDora Capital, Dr. Hill was the Senior Portfolio Manager at Harrington Investments, Inc., and prior to that was a Portfolio Manager at the Camejo Group. Forrest earned his PhD from the Massachusetts Institute of Technology and spen...”

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Allpoint Financial Group

“AllPoint Financial Group is a Northern California RIA committed to providing our clients with financial advice from all points. Experienced financial advisors that have worked with individuals, companies and non-profit organizations; we strive to be ...”

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Protea Financial

(4)

Personal Accounting Services, Payroll, Compliance

“Their outstanding team works fast, has the soft skills needed in this business, and their efficiency and attention to detail mean I can relax and do what I love.”

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Solano Wealth Management

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Morre & Company

(1)

“So I've had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs.”

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Emerge Financial Group

Business Advisory Services, Tax and Business, Compliance and Regulatory

“Emerge Financial Group's holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then...”

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Hennessy Funds

(1)

“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”

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Magnum Financial

(1)

“I have always been impressed by his extensive knowledge and if doesn't know something he doesn't pretend to know it, he goes out to find the most accurate and recent information for me.”

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Correia Financial Services

(3)

“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”

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SLR Financial

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Hennessy Advisors

“On Friday, Neil Hennessy, chairman and CEO of Hennessy Advisors, Inc. and Alyssa Greenspan, CEO and president of Community Capital Management, LLC, confirmed Hennessy has closed on its purchase of assets related to the CCM Small/Mid-Cap Impact Value ...”

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Myers Dewitt

“Located in the heart of Sonoma wine country Myers DeWitt is a firm built around an investor-first philosophy. The education of our clients is as important as their goals so they truly understand the decision making process. We simplify investing and ...”

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Epsilon Financial Group

“You've made the decision. Maybe you're finished working. Maybe you're not finished, even though you would like to be. Maybe you're looking for something else to do, that doesn't look or feel like a “career”. Maybe you've found an opportunity to serve...”

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Average Cost	$3373
Minimum cost	$1125
Maximum cost	$9556
Avg Per Hour Rates	$338

Best Financial Advisors in Napa, CA

The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Napa area.

Celaya Law

Homestead Real Estate

Vintage Wealth Advisors

Napa Wealth Management

Napa Valley Financial

Harvest Financial

Paul Hanson Partners

Kuhlmann Associates Financial

Soares Financial

Oak Root

Meyers Financial Services

Dedora Capital

Allpoint Financial Group

Protea Financial

Solano Wealth Management

Morre & Company

Emerge Financial Group

Hennessy Funds

Magnum Financial

Correia Financial Services

SLR Financial

Hennessy Advisors

Myers Dewitt

Epsilon Financial Group

Retirement Planning and Investment Management Services in Napa, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Napa

Popular in Napa