Best Financial Advisors in Petaluma, CA

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Petaluma area.

Baldwin, McGaughey & Co.

Baldwin, McGaughey & Co.

(1)
Quickanswers, Strategic Business Planning, Quicktuneup
“I will be going to Dave for our tax matters for as long as he will have me.”
Offers Financing Options
Transparent Fees & Pricing
Accepts Cash
Licensed, BBB Rating: A+
737 Southpoint Blvd Suite K, Petaluma, CA
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Sustainvest Asset Management

Sustainvest Asset Management

(1)
Pricing, Nonprofit Investment Management, Sustainfolio Platform
“Thank you for being so generous with your time and for your dedication to responsible investing!”
Transparent Fees & Pricing
In Business Since 2010
215 Western Ave Suite B, Petaluma, CA
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Oculus Financial Group

Oculus Financial Group

(3)
Financial Planning, Retirement Planning
“He has always gone above and beyond to make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning.”
In Business Since 2017
765 Baywood Dr Ste. 336, Petaluma, CA
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Breen Wealth Management

Breen Wealth Management

(1)
“Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk.”
In Business Since 2016
200 Kentucky St, Petaluma, CA
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Spiritus Financial Planning

Spiritus Financial Planning

“Imagine planning for your retirement and feeling inspired by the many possibilities life has to offer you. Imagine developing a life plan with excitement, high anticipation, fearlessness and sheer joy for what comes next. Imagine feeling peace of min...”
In Business Since 2004
7 4th St, Petaluma, CA
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Ansbrotax

Ansbrotax

In Business Since 2014
765 Baywood Dr #229, Petaluma, CA
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Innovative Settlements, Life Settlement Experts

Innovative Settlements, Life Settlement Experts

“I wish I had heard of your service just a few months sooner. I am still thankful for your compassion and professional efforts, you took our request and ran with it. The clock and the cancer took it all away to soon. I thank you Carole, I would recomm...”
Licensed
In Business Since 2003
Candlewood Dr, Petaluma, CA
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Skolnik Wealth Management

Skolnik Wealth Management

Corporate Retirement Plans, Business Succession Planning, College Planning
“We are advocates of comprehensive lifeplanning, an approach that takes a holisticlook at what you truly value. Together, we willdiscover your goals and needs, then structureyour finances to help you pursue criticalmilestones throughout your financial...”
Licensed
In Business Since 2013
755 Baywood Dr, Petaluma, CA
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Flynn Fiduciary Services

Flynn Fiduciary Services

In Business Since 2010
755 Baywood Dr, Petaluma, CA
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Zim Wealth Management

Zim Wealth Management

215 Western Ave, Petaluma, CA
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Burleson + Company

Burleson + Company

“Burleson + Company collaborates with you to simplify and energize your financial life so you can continue doing what you enjoy most. Through our inquisitive minds, constructive planning, and creative strategies, we aim to turn life's realities and co...”
In Business Since 2008
201 1st St #204, Petaluma, CA
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Denegri & Associates

Denegri & Associates

(1)
“They are helpful, knowledgable and have been a massive help in guiding us through the set up of our business accounts and putting process in place to make ongoing maintenance largely automated and straight forward.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1989
800 College Ave, Santa Rosa, CA
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Alpha Wealth Management

Alpha Wealth Management

“Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance o...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2016
120 Stony Point Rd Suite 215, Santa Rosa, CA
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Stameroff Nicholas L CPA MBA

Stameroff Nicholas L CPA MBA

(5)
Audits - Reviews - Compilations, Calculators, Part-Time CFO Services
“He spent 15 minutes on the phone with me today helping me sort out a tough tax matter and was patient and graceful regarding my lack of understanding of the tax code.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2001
328 S E St, Santa Rosa, CA
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Moraes & Cassidy Group

Moraes & Cassidy Group

(5)
Business Planning Services, Insurance & Risk Management, Tax Strategies
“When your Investment Advisor calls you from his Hawaii vacation while walking on the beach to give you an update on the market, you know you've got the right advisor.”
Licensed
In Business Since 2011
7 Mt Lassen Dr, San Rafael, CA
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Pharos Wealth Management

Pharos Wealth Management

(1)
Digital Advisor, Portfolio Management, Financial Planning
“A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year.”
Transparent Fees & Pricing
In Business Since 2019
352 Ignacio Blvd, Novato, CA
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Morre & Company

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.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Paypal
In Business Since 1999
1682 Novato Blvd # 300, Novato, CA
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Alders Financial Solutions

Alders Financial Solutions

(3)
LPL Financial, Client Bill of Rights
“They are all great in there.”
In Business Since 2000
1701 Novato Blvd #304, Novato, CA
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Hennessy Funds

Hennessy Funds

(1)
“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”
Transparent Fees & Pricing
In Business Since 2001
7250 Redwood Blvd #200, Novato, CA
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LFA Private Wealth Management

LFA Private Wealth Management

(1)
Alternative Investments, Multi-Generational Wealth Planning, Financial Planning
“We appreciate their knowledge base and accessibility…”
Accepts All Major Credit Cards
Licensed
In Business Since 2013
438 Ignacio Blvd, Novato, CA
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Anthony Trias - Certified Financial Planner

Anthony Trias - Certified Financial Planner

(11)
  • Goals
  • Retirement
  • Professional
“Great financial advice, great stewardship of investments, incredibly helpful with answering questions, flexible with my own priorities and needs, and very family oriented.”
In Business Since 2012
165 N Redwood Dr #100, San Rafael, CA
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Ketron Financial

Ketron Financial

(1)
“Ruth and Courtenay are the BEST!”
Accepts All Major Credit Cards
In Business Since 1973
1701 Novato Blvd #204, Novato, CA
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Retirement Investment Specialists

Retirement Investment Specialists

(1)
“Ethical Practice”
In Business Since 2012
1120 College Ave, Santa Rosa, CA
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Arrow Point Wealth Management

Arrow Point Wealth Management

Strategic Alliance, Business Planning, Investment Management
“Even the best athletes have a plan before starting the game. With Arrow Point Wealth, everything begins with a well-designed financial plan. Each customized financial plan is unique to you and your objectives.”
Remote Consultations Available
In Business Since 2020
1011 2nd St Suite 100, Santa Rosa, CA
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Retirement Planning and Investment Management Services in Petaluma, CA Cost Estimates

Minimum cost
$1073
Maximum cost
$9119
National Average
$3219
Avg Per Hour Rates
$322
$2146
$5901
Typical price range is based on 458 cost profiles
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Average Cost $3219
Minimum cost $1073
Maximum cost $9119
Avg Per Hour Rates $322

Typical range $2146 to $5901 is based on 458 cost profiles.

Why these companies made our list

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