Best Financial Advisors in Sacramento, CA

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Sacramento area.

Towerpoint Wealth

Towerpoint Wealth

(50)
Wealth Management Services, Specialized Services For Attorneys, Fiduciaries and Trustees
“Wisdom states to become less aggressive as one nears retirement so I soul searched and determined that is what I must do for my retirement years and an investment advisor would be in my best interest.”
In Business Since 2017
Transparent Fees & Pricing
Licensed
500 Capitol Mall #2060, Sacramento, CA
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Klosek Law Offices

Klosek Law Offices

(49)
Estate Planning, Trust Administration, Probate
“My husband and I are very grateful for Jack and his super helpful team because we didn't have a lot of knowledge on this topic of wills and living trusts.”
In Business Since 2018
Family Business
820 Alhambra Blvd, Sacramento, CA
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Bulletproof Tax & Accounting Firm

Bulletproof Tax & Accounting Firm

(48)
  • Tax Returns
  • Information
  • Deductions
“With the daunting task of trying to figure out all the tax laws and deductions, it is always great to have a company such as Bulletproof to ease the worry and pain of filing and provide a precise explanation of what can be improved on for the next ye...”
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

(43)
Quickbooks Services, Services For Individuals, Tax Services
“Frances is awesome and her expertise and professionalism is the reason I have kept working with her and JD Tax and Accounting Services even though I moved from Sacramento two years ago.”
In Business Since 2013
Transparent Fees & Pricing
1104 Corporate Way, Sacramento, CA
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Blanco

Blanco

(46)
  • Bookkeeping
  • Chocolates
  • Company
“Araceli it's quick fast punctual and very affordable and things to Her I have saved on filing taxes highly recommend wouldn't go anywhere else Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2019
1309 Florin Rd Ste C, Sacramento, CA
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Schwartz Platz and Associates, CPA

Schwartz Platz and Associates, CPA

(37)
Industries, Accounting Services, Services For Quickbooks Online
“Anytime that I have had questions about my investments (real estate/stocks), potential tax liabilities for both personal and business I call or go into the office.”
In Business Since 1970
Transparent Fees & Pricing
Accepts All Major Credit Cards
730 Howe Ave #100, Sacramento, CA
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Dominick Anton Financial Advisor at Twin Rivers Wealth Management

Dominick Anton Financial Advisor at Twin Rivers Wealth Management

(37)
  • Decisions
  • 2020
  • Questions
“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 2013
Transparent Fees & Pricing
1783 Tribute Rd D, Sacramento, CA
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Sacramento Tax Resolution

Sacramento Tax Resolution

(33)
Offers in Compromise, Your IRS File, IRS Protection
“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
4608 Duckhorn Dr, Sacramento, CA
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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 1993
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3001 Arden Wy, Sacramento, CA
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The Weddle Group

The Weddle Group

(5)
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
3800 Watt Ave #155, Sacramento, CA
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My Books My Taxes

My Books My Taxes

(8)
Individuals, Bookkeeping, Payroll Services
“My first time using Mai as my CPA, she is very knowledgeable when it come to tax.”
In Business Since 2019
4650 Mack Rd Suite 100, Sacramento, CA
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Legacy Investments & Real Estate

Legacy Investments & Real Estate

(11)
  • Needs
  • Information
  • Goals
“She did an excellent and very professional job of helping us pick properties, getting them purchased, and then other challenges such as paperwork necessary for taxes.”
In Business Since 2016
1906 21st Street, Sacramento, CA
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Moneywise With Marybeth Fiduciary Services

Moneywise With Marybeth Fiduciary Services

(9)
  • Trust
“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
HHWG+J4, 1900 Point W Way STE 102, Sacramento, CA
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Twin Rivers Wealth Management

Twin Rivers Wealth Management

(4)
Process, Preparation
“Their mission statement says it all: no matter how big or small your portfolio and financial situation, they will treat you with respect, compassion and personal attention and commitment to help you reach your financial and future goals.”
In Business Since 2019
CFP Certified
1783 Tribute Rd D, Sacramento, CA
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Soesbe Financial

Soesbe Financial

Transparent Pricing, Integrated Management Services (Ims), Focused Financial Advice (Ffa)
“Here at Soesbe Financial we use a disciplined, analytical approach, working collaboratively with our clients and focusing on one item at a time to help you achieve clarity. We believe that all our clients should know how their tax return works, where...”
In Business Since 2019
Transparent Fees & Pricing
5250 Elvas Ave, Sacramento, CA
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Islip + Company, Cpas

Islip + Company, Cpas

(8)
“Patrick is an awesome CPA we have been with him 5 years now, could not get a better CPA for sure.”
In Business Since 2018
3465 American River Dr d, Sacramento, CA
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East West Tax Services

East West Tax Services

Commercial Services
“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Remote Consultations Available
In Business Since 2010
Offers Financing Options
Transparent Fees & Pricing
HHWG+J4, 1900 Point W Way #270, 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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Golden Wealth Capital

Golden Wealth Capital

(15)
  • Confidence
  • Retirement
  • Planning
“Personally I am a very low tech individual with computers and such, but Pam is so patient with me always taking time to help me get through anything that I might struggle with.”
In Business Since 2023
3626 Fair Oaks Blvd Suite 100, Sacramento, CA
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Sutley Wertzer

Sutley Wertzer

(1)
Complete Wealth Management, Additional Resources
“Steve has always been a honest, straight forward and honest financial advisor.”
In Business Since 2009
9700 Business Park Dr STE 204, 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 Ste 900, Sacramento, CA
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School Services of California

School Services of California

(1)
Community College Update, School Funding and Accountability in California, Fiscal Report
“Michelle answered all my questions and called me back when she had additional info that helped to clarify the situation.”
In Business Since 1996
1121 L St #1060, Sacramento, CA
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Fountainhead Wealth

Fountainhead Wealth

(1)
Wealth Transfer, Life Planning, Family Portfolio
“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 2020
Licensed
1451 River Park Dr #142, Sacramento, CA
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Avaunt

Avaunt

“SACRAMENTO/SAN FRANCISCO, June 29, 2022 – P, one of the 40 largest public accounting and advisory firms in the country, intends to expand its footprint in Northern California, adding a Sacramento office through a combination with Avaunt Ltd. CPAs and...”
In Business Since 1989
Transparent Fees & Pricing
1631 Alhambra Blvd #130, 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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