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Bangerter Financial Services
- Information
- Questions
- Knowledge
“I've listened to their Podcasts and I think I'm smarter now🤣 but don't worry, I'll still have a million and one questions and they'll be happy to help me.”
Best Financial Advisors in Roseville, CA
24 firms listed · all 24 in Roseville · 20 rated 4.5+ · 7 show a license
Data verified October 18, 2026
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Level Coaching
- Questions
- Pay
- Understanding
“To whom it may concern: I just want you to know that , even though it was my carelessness that put me in this situation, i want you and your company to know that i really appreciate your help.”
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Next Level Accounting & Tax
- Emails
“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...”
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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.”
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Michael S Hawes & Associates
“Extremely helpful and knowledgeable about all aspects of my business.”
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Peak Financial Freedom Group
- Annuities
- Team
- Future
“He developed a documented financial plan to specifically suit our situation and future needs, which was accomplished in a very professional manner while at the same time putting us totally at ease.”
The 24 firms listed for Roseville, 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.
Area overview: Roseville, CA
All 24 firms we list here are in Roseville itself. We have 72 firms in Roseville on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.1 to 5.0 across 370 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. The services the firms on this page list most often on their websites are business services (2), services for individuals (2), tax planning (2), tax services (2) and wealth management (2). 7 show a license on their websites and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 35 years. 1 offers payment plans; 4 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Roseville offer a free first meeting?
4 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Clarke CPA Group
- Tax Preparation
- Mind
- Tax Planning
“They were knowledgeable and thorough in their approach, taking the time to understand my unique situation and providing tailored advice.”
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Diligence Wealth Management
- Meeting
- Planning
- Options
“Daffner takes the time to time explains options, break down all of those daunting financial complexities and makes them easy to understand, so you can make the right choices for your future.”
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Saxe Capital
- 401k
- Risk
- Success
“I have had the pleasure of working with Christian for the past 8+ years, and I cannot express enough gratitude for the exceptional service and support he has provided.”
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Up Capital Management
- Emails
- Market
“Rather, the emails from Up Capital strive to teach and educate the reader by offering real, up to date data, explaining what it means, and weaving in personal experiences that just being it all home.”
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Cornerstone Wealth and Tax Advisory Group
- Products
- Investments
“Doug Clancy has a mission to give quality customer service to each client, and he succeeds on every level—timeliness, active listening, compassion, understanding and financial wisdom!”
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Lilani Wealth Management
- Fiduciary
- Goals
- Investments
“I am acting in the capacity of POA and both Rashida and Cindy are exceptionally professional and quick to respond to the needs of my relative, who has been with them for years.”
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My Secure Advantage
“He looked over my credit reports, and taught me about great ways to improve my credit score, save the future, and gave me an amazing budget worksheet that showed me exactly what I need to be looking out for each month as well as throughout the year.”
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Bulman Wealth Group
“Chris was able to show me different ways to meet my goal to retire in Thailand.”
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Hutchison Financial Group
“Jon and company are extraordinarily caring and competent.”
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Wurm & Frye Wealth Management
“He takes our lifestyle, needs, and wants into account while working with us.”
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Pacific Financial Partners
“I've been fortunate to have the Vanneman Financial Group handle my personal financial planning, all of my disability and life insurance needs and they also manage my office's 401(k).”
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Next Level Advisors
“The class was a blast and the instructor, (Dave) was amazing.”
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Julie Hassna CFP
“Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outloo...”
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Financial Sobriety
“Join us, your hosts, Matthew Grishman and Jim Gebhardt, for an insightful journey through the various facets of life's milestones and personal growth in this episode. Reflecting on the graduation season, we explore the idea that graduation is not jus...”
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Sterling Retirement Group of Sacramento
“We made another appointment with him and he educated us on what our options were and what he felt was best for us and made the changes for us, which I can't thank him enough for.”
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Money Bridge: Wealth &
- Knowledge
- Policy
- Financial Advisor
“From the very first moment, Joe at Money Bridge set aside the opportunity to take in our requirements and outline a speculation system customized to our circumstance.”
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Westlake, Grahl, and Glover
“Long-time happy customer here!”
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Chursenoff Accountancy
“If you are looking for a blend of personal service and expertise, you have come to the right place! We are one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal ...”
Retirement Planning and Investment Management Services in Roseville, CA Cost Estimates
Minimum cost
$1198
Maximum cost
$10183
National Average
$3594
Avg Per Hour Rates
$360
$2396
$6589
Typical price range is based on 279 cost profiles
Why these companies made our list
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