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24 firms listed · 11 in Rocklin · 2 open weekends · 18 rated 4.5+ · 4 show a license
Data verified October 17, 2026
The 24 firms listed for Rocklin, 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.
Of the 24 firms we list here, 11 are in Rocklin itself and 13 come from towns including Roseville (6, 5 mi), Sacramento (2, 20 mi) and Granite Bay (1, 4 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 448 reviews; 3 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (94%) and quality (76%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are for small businesses (2), tax planning (2), tax problem resolution (2) and tax services (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 10 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 3 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. 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.
9 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
