Vacaville, CA

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Vacaville, CA
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Best Financial Advisors in Vacaville, CA

12 firms listed · 5 in Vacaville · 6 rated 4.5+ · 2 show a license

Data verified October 15, 2026

MDG Legacy Advisors

MDG Legacy Advisors

5.0 1 review
“Having her as my advisor was one of the best decisions I ever made.”
Since 2020
850 Merchant St # C
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Tyler Financial

Tyler Financial

Serves AL, AZ +18Since 2005
190 S Orchard Ave Suite C105
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Financial Celebrations

Financial Celebrations

Since 1993
190 S Orchard Ave # B240
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Allegiance Financial

Allegiance Financial

Since 2018Family-owned
3333 Vaca Valley Pkwy Suite 500
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Cavanagh Ringelman Cpas

Cavanagh Ringelman Cpas

Since 2011
430 Cernon St
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Solano Wealth Management

Solano Wealth Management

BBB ASince 2006
Fairfield, CA · 8 mi from Vacaville
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The 12 firms listed for Vacaville, 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: Vacaville, CA

Of the 12 firms we list here, 5 are in Vacaville itself and 7 come from Fairfield (4, 8 mi), Dixon (2, 10 mi) and Suisun City (1, 9 mi). 8 of the firms on this page have a rating, from 4.2 to 5.0 across 18 reviews; 6 are rated 4.5 or higher. 2 show a license on their websites and 2 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 33 years. 1 is family- or locally-owned. We have a website on file for all 12 of the firms on this page; 9 publish a contact page and 3 list a public email. 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.

Why are financial advisers outside Vacaville listed here?

5 of the 12 firms are located in Vacaville. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Emerge Financial Group

Emerge Financial Group

BBB A+Since 2001
Suisun City, CA · 9 mi from Vacaville
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Correia Financial Services

Correia Financial Services

4.2 3 reviews
“Phil is great at getting your financial situation in order!”
LicensedSince 2000Prices online
Fairfield, CA · 8 mi from Vacaville
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Garrity Bookkeeping Services

Garrity Bookkeeping Services

4.3 5 reviews
“Lea can help with all bookkeeping, tax, and accounting needs.”
Since 2021Prices online
Dixon, CA · 10 mi from Vacaville
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Benning Financial Group

Benning Financial Group

5.0 1 review
“I highly recommend Benning Financial Group!”
LicensedSince 2005
Fairfield, CA · 8 mi from Vacaville
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Epsilon Financial Group

Epsilon Financial Group

Since 2004
Fairfield, CA · 8 mi from Vacaville
Featured

401(K) Vs. IRA: The Pros And Cons Of Both Depending on where you work or if you are self-employed or a business owner, there are many ways to save for retirement, and each savings vehicle has its own considerations. Two of the most popular retirement investment accounts are an individual retirement account (IRA) and an employer-sponsored retirement plan (ESRP), such as a 401(k). But between an IRA and an ESRP, which one is best for you? That answer will depend on your unique needs, such as whether or not your company offers an employer match, how much you plan to contribute, and when you are planning to retire. To simplify the information and help you make the best choice for your particular situation, we’ve narrowed it down to three key differences between these two accounts.

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Jumbo CD Investments

Jumbo CD Investments

1,000+ clients servedServes United StatesSince 1991Prices online
Dixon, CA · 10 mi from Vacaville
FAQs
Is Jumbo CD Investments a bank?
No, we are not a bank. Some consider us CD (Certificate of Deposit) brokers. However, in reality we provide rate research and roadmaps for the placement process for CD investing. We call banks and credit unions across the country looking for the best and highest CD rates. We only work with federally insured banks (FDIC) and credit unions (NCUA). We provide you the information you need to open the CD at those institutions. You send them the funds and they send you a confirmation and the interest payments.
What is the difference between an APR and APY?
The APR is the Annual Percentage Rate or simple interest rate. It assumes the interest will be paid out on a monthly basis. The APY is the Annual Percentage Yield or compounded yield. It assumes the interest is invested back into the CD and then also earns interest. Not all banks will allow the interest to compound. Banks that do, will either compound daily, monthly, quarterly, or semi-annually.
How do I send the funds?
The best way to send your funds is by secure Fed wire. The funds will be credited to your account the same day you wire and you will begin to earn interest. Some banks will accept checks if you prefer, but you will lose a day of interest for every day the check is in the mail. Furthermore, unless the rate is guaranteed until receipt, the interest rate could decrease.
What happens if you cash out a CD before maturity?
A Certificate of Deposit can be redeemed early, but the penalty may be substantial. The early withdrawal penalty (EWP) is determined by the institution accepting the deposit. Usually, the penalty will be in days. We provide a CD Early Withdrawal Penalty Calculator that shows the effective net rate of after early withdrawal.
How are CD's taxed?
The interest you earn from CDs is considered taxable income by the IRS. The institution that holds your CD will send you a Form 1099-INT listing the interest income from the CD. This is true for banks and credit unions.
We do have more answers on the FAQ page on our website.
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