Rocklin, CA

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Rocklin, CA
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Best Financial Advisors in Rocklin, CA

The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Rocklin area.

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South Placer Tax & Bookkeeping Services

South Placer Tax & Bookkeeping Services

(12)
Individuals, Bookkeeping, Tax Resolution Services
“I don't know what I would do without you all and I would definitely recommend you to all my other business owner friends and anyone looking for an AMAZING CPA or tax preparer.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2011
3175 Sunset Blvd #102, Rocklin, CA
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Tidwell & Associates Cpas

Tidwell & Associates Cpas

(5)
Tax Preparation and Planning, Personal Financial Planning, Corporate Retirement Solutions
“They began by simply preparing our tax returns, but have provided numerous other services including helping us navigate an IRS audit with flying colors as well as helping my staff and I better organize and clean up our Quick-books accounting software...”
Licensed
Accepts Debit, Check, Cash, All Major Credit Cards
In Business Since 2008
2209 Plaza Dr Ste 200, Rocklin, CA
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Golden State Tax & Business Services

Golden State Tax & Business Services

Business Services, Individual Services
“Financial problem solvers that help you plan on a variety of financial topics like retirement, buying a house, investing, business decisions and much more.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1995
5701 Lonetree Blvd #309, Rocklin, CA
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Delyon Wealth Management

Delyon Wealth Management

(2)
“He strategically moves our money depending on the market, finds the highest paying returns and dividends, helps tremendously with tax management of our account, and is also just a really good guy.”
Family Business
In Business Since 2011
6801 Five Star Blvd #A, Rocklin, CA
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Integrity Financial Group

Integrity Financial Group

(3)
“I have been seeing him for the last 4 years for financial advising and he has kept me on track to achieve all of my financial goals through those years.”
In Business Since 2002
5726 Lonetree Blvd, Rocklin, CA
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Lighthouse Financial & Tax

Lighthouse Financial & Tax

“Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the Americ...”
In Business Since 2011
2204 Plaza Dr #100, Rocklin, CA
Featured

While your laundry list of responsibilities may feel never-ending, there is one that oftentimes gets overlooked; your Financial Plan. I know how much my clients have on their plates. Between family responsibilities, work, housing, school, taxes, bills, healthcare — it can feel never ending! Allow me to take some of that stress away. Let's talk about your finances today and put that stress to rest forever.

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Blue Oaks Financial

Blue Oaks Financial

(2)
“Ryan helped me create a realistic and actionable game plan to save and invest for a purchase of a rental property, manage my retirement goals, and set up a college savings plan for my kids.”
In Business Since 2011
5716 Lonetree Blvd Suite 2, Rocklin, CA
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Atherton Wealth Advisors

Atherton Wealth Advisors

“Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of...”
Licensed
Transparent Fees & Pricing
Family Business
In Business Since 2010
5854 Lonetree Blvd, Rocklin, CA
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RFS Wealth Advisors

RFS Wealth Advisors

“The condition of well beingis unique to each individual. Wealth can be found in friendships, relationships, philanthropy, children and grand children, travel, etc. Living a life that befits your holistic perspective of wealth is what makes life truly...”
Licensed
In Business Since 2019
4308 Live Oak Ln Suite B, Rocklin, CA
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Ridgeline Municipal Strategies

Ridgeline Municipal Strategies

“This resembles the trend that occurred in the homebuilding industry in the aftermath of the Great Recession. Once the housing demand began to recover several years later, general contractors and trades had a hard time finding qualified workers, since...”
In Business Since 2021
2213 Plaza Dr, Rocklin, CA
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Roseman Wagner Wealth Management

Roseman Wagner Wealth Management

“Services offered through RWWM, Inc. dba as Roseman Wagner Wealth Management a Registered Investment Adviser with the SEC.”
In Business Since 2008
4970 Rocklin Rd STE 200, Rocklin, CA
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Bangerter Financial Services

Bangerter Financial Services

(49)
  • Newbies
  • Retirement
  • Team
“Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2003
1380 Lead Hill Blvd STE 180, Roseville, CA
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Level Coaching

Level Coaching

(47)
  • Plan
  • Educational
  • Company
“I always enjoy our phone meetings every month and all the info I get from her about moving forward towards a good financial future for myself and my family!”
Licensed, BBB Rating: A+
In Business Since 2016
970 Reserve Dr #201, Roseville, CA
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EDH Tax Solutions

EDH Tax Solutions

(49)
Tax Problem Resolution, For Small Businesses, Tax Services
“We needed help with personal and LLC tax returns and related issues, and EDH Tax Solutions took the time to review our issues and explain a course of action in plain English.”
In Business Since 2020
Serving Rocklin Area
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Dominick Anton Financial Advisor at Twin Rivers Wealth Management

Dominick Anton Financial Advisor at Twin Rivers Wealth Management

(37)
  • College
  • Knowing
  • Understand
“I was referred to Dominick 6 years ago and he has taken excellent care of my portfolio and always keeps me updated on any changes and I trust him completed with my finances and investments 100%.”
Transparent Fees & Pricing
In Business Since 2013
1783 Tribute Rd D, Sacramento, CA
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Parkshore Wealth Management

Parkshore Wealth Management

(14)
  • Fee
  • Goals
  • Team
“Their fee only model is free of commissions keeping their interests aligned with my own.”
CFP Certified
Free Initial Consultation
Family Business
In Business Since 2011
5940 Granite Lake Dr, Granite Bay, CA
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Cunninghamlegal

Cunninghamlegal

(19)
Elder Law, Elder-Care, Medi-Cal Planning, Probate Representation California, Living Trust California
“Plus, their free webinars are top notch to help you learn what questions to ask when you meet with the attorney so you're not using their time to explain the basics to you.”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1997
200 Auburn Folsom Rd #106, Auburn, CA
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Ornelas & Ornelas

Ornelas & Ornelas

(6)
Tax Problem Resolution, For Small Businesses, Additional Services
“I knew of jim s business via ads that i saw but i finally called him after a cple of years of putting it off even tho i knew one can never escape the tax man.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1993
3001 Arden Wy, Sacramento, CA
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Strategic Wealth Legal Advisors.

Strategic Wealth Legal Advisors.

“Not only is your plan easily accessible and easy to follow, but all of your key documentation is readily available, which is the ultimate key to making your plan successful when it's tested.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1996
3001 Douglas Blvd # 142, Roseville, CA
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Next Level Accounting & Tax

Next Level Accounting & Tax

(16)
Business Tax Planning, Business Tax Preparation, Tax Audit Services
“Always very thorough and fast, has provided helpful advice on tax implications for real estate investing, and also provided support when I received a Notice of Deficiency from several years ago (helped me prove it was an IRS mistake, how to work with...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2020
508 Gibson Dr STE 240, Roseville, CA
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Michael S Hawes & Associates

Michael S Hawes & Associates

(1)
“Extremely helpful and knowledgeable about all aspects of my business.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1992
1620 Lead Hill Blvd #100, Roseville, CA
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Allen Tax Planning

Allen Tax Planning

(2)
“I highly recommend Mark Allen of Allen and Allen.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2003
2600 E Bidwell St Suite #210, Folsom, CA
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Robert W Johnson Accountancy

Robert W Johnson Accountancy

(2)
“He takes the time to personally explain what can sometimes be complicated issues.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1982
6234 Birdcage St, Citrus Heights, CA
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Advanced Tax & Accounting Firm

Advanced Tax & Accounting Firm

(14)
“My business is in good hands, ATA firms team know what they are doing in all case scenarios and were able to clean my accounting up and trained me to have things clean and by law..”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2010
5707 Marconi Ave C, Carmichael, CA
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Retirement Planning and Investment Management Services in Rocklin, CA Cost Estimates

Minimum cost
$1102
Maximum cost
$9362
National Average
$3305
Avg Per Hour Rates
$331
$2203
$6058
Average price range is based on 403 cost profiles
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Average Cost $3305
Minimum cost $1102
Maximum cost $9362
Avg Per Hour Rates $331

Average range $2203 to $6058 is based on 403 cost profiles.

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Wealth Management Advisors near Rocklin

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