Best Financial Advisors in Sacramento, CA

Handpicked from 361 vetted & reviewed Financial Planning & Wealth Management firms in the Sacramento area, discover the top 5 standout choices among the selected group of 19 finalists.

Towerpoint Wealth

Towerpoint Wealth

(30)
Wealth Management Services, Specialized Services For Attorneys, Fiduciaries and Trustees
“The TPW team are great people, extremely knowledgeable on all things financial, and industry contacts to assist with retirement planning, taxes, real estate, trusts, insurance, etc.”
In Business Since 2017
Licensed
500 Capitol Mall #1060, Sacramento, CA
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Klosek Law Offices

Klosek Law Offices

(29)
Modification or Termination of Irrevocable Trusts, Trust Administration, Probate
“I sought Jacks legal expirtise right before the pandemic started and quickly knew he was the perfect person to guide me through my process after the passing of my grandfather who unfortunately did not have a will.”
In Business Since 2018
Family Business
820 Alhambra Blvd, Sacramento, CA
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Dominick Anton Financial Advisor at Twin Rivers Wealth Mangement

Dominick Anton Financial Advisor at Twin Rivers Wealth Mangement

(30)
Process, Preparation
“If you no longer want to worry if you're on the right track, if you want to secure your financial future, and even if you want an intelligent, fun-to-work-with fellow to bounce life ideas off then we highly recommend Dominick as your stellar financia...”
In Business Since 2019
CFP Certified
1783 Tribute Rd Suite D, Sacramento, CA
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Bulletproof Tax & Accounting Firm

Bulletproof Tax & Accounting Firm

(28)
  • Tax Returns
  • Ira
  • Communicating
“Dealing with all the legal stuff that came up when my dad passed has been kind of a headache but this final part in doing taxes has been easy and I havent been stressed during this process.”
In Business Since 2007
Free Initial Consultation
4635 Freeport Blvd Ste B, Sacramento, CA
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JD Tax and Accounting Services

JD Tax and Accounting Services

(27)
  • Questions
  • Accounting Information System
“She's extremely quick to respond and had my request taken care of within a few days, clearly laying out the plan of action and communicating through all steps.”
In Business Since 2013
Transparent Fees & Pricing
1104 Corporate Way, Sacramento, CA
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Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Ornelas & Ornelas

Ornelas & Ornelas

(6)
Additional Services, Tax Services, For Small Businesses
“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.”
In Business Since 1992
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3001 Arden Way E, Sacramento, CA
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The Weddle Group

The Weddle Group

(6)
Quickbooks Services, Services For Individuals, Tax Services
“The Weddle Group has impressed me with their professionalism and the cool and easy site to book appointments online, upload documents and any information that I might be curious about or need for my business and my personal tax needs.”
Free Initial Consultation
In Business Since 2020
Offers Financing Options
Transparent Fees & Pricing
2740 Fulton Ave Suite 209, Sacramento, CA
i
George Castillo

George Castillo

(16)
  • Team
  • Questions
“I would recommend George Castillo and his staff to anyone who is looking for a team who know the business inside and out, does what they say and keep their word.”
In Business Since 2001
2394 Fair Oaks Blvd Suite 100, Sacramento, CA
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EDH Tax Solutions

EDH Tax Solutions

(29)
Tax Services, For Small Businesses, Tax Problem Resolution
“Totally satisfied with EDH Tax Solutions - timely and professional filings, well versed in ever-changing tax environment, excellent customer/client communication, and readily, and flexible, inter-personal availability.”
In Business Since 2020
Serving Sacramento Area
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Sacramento Tax Resolution

Sacramento Tax Resolution

(17)
  • Knowledge
  • Questions
  • Email
“His help was of such importance to me because I recently lost my husband to COVID and my husband had always taken care of our tax filings, so I needed so much guidance and Mike was there to help.”
In Business Since 2019
Free Initial Consultation
4608 Duckhorn Dr, Sacramento, CA
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Matheson Financial Partners

Matheson Financial Partners

(4)
Wealth Management, Resources
“Tony meets all of our requirements: 1) Excellent diversification strategy protects our investments 2) responsive to our calls, questions or tax needs 3) very fair fee structure with no hidden commissions 4) acts as a fiduciary for all of our investme...”
In Business Since 2018
836 57th St Suite 457, Sacramento, CA
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Archer Financial Services

Archer Financial Services

(1)
The Firm, Being Independent
“Very knowledgeable and clearly has his client's best interest in mind.”
In Business Since 2009
3301 Watt Ave # 300, Sacramento, CA
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Moneywise With Marybeth Fiduciary Services

Moneywise With Marybeth Fiduciary Services

(5)
“But more than this, she treated him with respect and dignity and was able to explain things carefully so he fully understood the decisions he needed to make.”
In Business Since 2017
1900 Point W Way Suite 102, Sacramento, CA
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Navion Financial Advisors

Navion Financial Advisors

(1)
Estate Planning, Financial Planning, Tax Planning
“Excellent.”
In Business Since 2007
400 Capitol Mall Suite 900, Sacramento, CA
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Fulfilled Finances

Fulfilled Finances

(12)
“Very down to earth and personal, while keeping a very professional, helpful, and extremely knowledgeable experience as she helps guide my life for the better.”
In Business Since 2018
PLANNERS Certified
3626 Fair Oaks Blvd Suite 100, Sacramento, CA
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AMI Financial Professionals

AMI Financial Professionals

(1)
“I was anxious but AMI facilitated an environment which understood me and proceeded to execute professionalism.”
In Business Since 2021
2717 Cottage Way Suite 8, Sacramento, CA
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Beal Bank USA

Beal Bank USA

(1)
“Great 😃😃😃😃👍👍👍”
In Business Since 1996
2381 Fair Oaks Blvd # 8, Sacramento, CA
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CFS Wealth Advisors

CFS Wealth Advisors

(1)
“Everyone exhibits patience with questions and professionalism.”
In Business Since 2015
Licensed
5301 Madison Ave Suite 302, Sacramento, CA
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Fountainhead Wealth

Fountainhead Wealth

(1)
“Its like this here a false word no common sense my wealth is coming out of here like we the people be alert”
In Business Since 2005
1451 River Park Dr #142, Sacramento, CA
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Retirement Planning and Investment Management Services in Sacramento, CA Cost Estimates

Minimum cost
$1240
Maximum cost
$10540
National Average
$3720
Avg Per Hour Rates
$372
$2480
$6820
Fair price range is based on 351 cost profiles
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Average Cost $3720
Minimum cost $1240
Maximum cost $10540
Avg Per Hour Rates $372

Fair range $2480 to $6820 is based on 351 cost profiles.

Why these companies made our list

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