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Summit Wealth Strategies

(21)

Retirement Planning, Education Planning, Financial Planning

“Keith answers all the questions we have and continues to demonstrate his dedication in helping us by sharing his knowledge and experience while thoroughly explaining everything we need to know about our investments with using an up to date platform.”

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Simmons & Associates CPA

(6)

“To start off, I highly recommend the professionally trained staff and friendly atmosphere that I was greeted with, not only was I helped immediately, I was still offered water and asked if I was comfortable.”

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Financial Compass Group

(4)

“Taylor and his staff know their stuff and were able to provide me with sound counsel with my messy tax situation.”

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The Wealth Consulting Group

(2)

Private Client Group, Corporate Services

“Mark is responsive and proactive, he watches the markets carefully, and communicates with us on a regular basis and also if something comes up that he thinks might impact us.”

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Redding Chamber of Commerce

(15)

“The Redding Chamber of Commerce is a fantastic way to connect with other business minded folks.”

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Financial Convergence

(3)

Personal, Business

“If you need advice around investments, living your very best life financially, or creating a legacy for your kids these are your people.”

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Bright Lake Wealth Management - Redding

(2)

Legacy Planning In Retirement, Income Planning In Retirement, Investment Planning and Management

“If you're looking for a financial advisor who is not just knowledgeable but also passionate about helping you achieve your financial goals, look no further than Ted Thatcher of Pine Brook Financial.”

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Next Level Investor

(2)

“We would want people like us, those trying to manage their savings and investments for a solid retirement, to know that there IS an individual they can rely upon in Redding.”

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Norcal Accounting Solutions

(3)

“I recently had the pleasure of working with David Gilman at Nor Cal Accounting Solutions and I couldn't be more impressed with his professionalism and expertise.”

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Ric Komarek, CFP

(2)

“Ric has a way of taking the mystery out of personal finances by being able to clearly explain complicated tax and investment issues.”

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Forcella Wealth Management

“Welcome to our office. We try to help successful individuals, families and businesses build, manage and transfer wealth through long term financial planning. We offer independent, fee-based wealth management services that include investment managemen...”

FAQs

What services do you provide?

We try to help clients build, manage and transfer wealth through long term financial planning. Specifically, we provide advice on many aspects of a client's financial situation, including retirement planning, insurance planning, education funding and estate planning. We also select investment managers and/or other investment vehicles for our client's portfolios, monitor the performance of these investments and provide on-going reviews to track progress toward their goals. Our firm's guidance is based on more than seventy years of combined professional experience providing financial advice to successful individuals, families, trusts, businesses and charities.

What types of clients are best served by FWM?

We serve a broad range of clients with diverse needs and circumstances; successful retirees and those making the retirement transition; individuals who have received "sudden wealth"; high-income individuals currently saving for retirement; trusts, businesses, and charitable foundations. We believe that clients with investable assets of at least $1 million benefit the most from our investment and financial planning capabilities.

Does your firm have account size minimums?

In order to provide the highest level of service for our clients we do have account size minimums. For the firm's founder, Jim Forcella, the minimum advisory relationship is $1 million in investable assets. Associate advisors handle minimum advisory relationships of $500,000. We may waive our minimum relationship size for new clients who are either related to or referred to us by existing clients.

We do have more answers on the FAQ page on our website.

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Aaron Hatch, CFP - Financial Advisor

The Woven Road Map, Personal CFO, Investment Management

“We focus on helping you make exceptional decisions with your money so that you can spend more time doing what you love and less time worrying about whether you're making the right financial moves. Together, we'll dig deep to uncover your goals, creat...”

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Alice Stribling Advocacy

(4)

“But, from the first time I spoke with Alice over the phone as well as the next time in her office I felt like finally I could hand the stress from lack of knowledge and the other details over to Alice and Gail.”

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LPL Financial

(2)

“I highly recommend anyone looking for someone to help with 401k roll overs or any financial needs to contact Jason.”

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Sherrill Bambauer Financial Planning & Insurance

“Over 40 years in the business.”

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Professional Pension Services

(1)

“The staff at Professional Pension Services are amazing.”

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Byzick and Company

(1)

“The culture of the office is pleasant and peaceful.”

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Parallel Wealth Management

“We work for you, for your agenda, and for your goals...that's it!”

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David Chapple LPL Financial

“Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to ...”

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Cavalot Capital

Comprehensive Financial Planning, Investment Management, Quick Start Financial Planning

“Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of ski...”

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Highway Financial Networks

“Second , we believe your ability to bring influence will naturally flow outward from your place of fulfillment and stability when you have a secure financial plan in place. With your plan in place, you'll be free to focus on the true joys of life whi...”

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Shasta Angel Group For Entrepreneurs

“We do so by offering emerging companies a forum to pitch their ideas, angel capital, and mentorship in hopes that these companies contribute to positive economic change in Shasta County.”

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Redding Payment Pros - Jeff Pedersen

(21)

Call
Merchant Services
Sales

“After working with Jeff on a few projects, I confidently reffered someone over to him for their payment processing and they were so impressed with their experience they called me to thank me for sending them to someone they could trust.”

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Di Duca Ellingson

(10)

Planning Ahead For Medi-Cal Qualification, Hospice Care, Veteranâs Benefits

“The documents were drawn up on the schedule she had given us and she spent time going over the details of what we still needed to do to fully implement the trust we created, ensuring a successful outcome.”

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Average Cost	$3452
Minimum cost	$1151
Maximum cost	$9781
Avg Per Hour Rates	$346

Best Financial Advisors in Redding, CA

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Redding area.

Summit Wealth Strategies

Simmons & Associates CPA

Financial Compass Group

The Wealth Consulting Group

Redding Chamber of Commerce

Financial Convergence

Bright Lake Wealth Management - Redding

Next Level Investor

Norcal Accounting Solutions

Ric Komarek, CFP

Forcella Wealth Management

Aaron Hatch, CFP - Financial Advisor

Alice Stribling Advocacy

LPL Financial

Sherrill Bambauer Financial Planning & Insurance

Professional Pension Services

Byzick and Company

Parallel Wealth Management

David Chapple LPL Financial

Cavalot Capital

Highway Financial Networks

Shasta Angel Group For Entrepreneurs

Redding Payment Pros - Jeff Pedersen

Di Duca Ellingson

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

Why these companies made our list

Wealth Management Advisors near Redding

Popular in Redding