Vacaville, CA

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Vacaville, CA
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Best Financial Advisors in Vacaville, CA

The highest-rated Financial Planning & Wealth Management companies out of 110 vetted & reviewed in the Vacaville area.

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Money Smart Seminars

Money Smart Seminars

(1)
“A brilliant financial planner”
Accepts All Major Credit Cards
In Business Since 2012
Offers Financing Options
190 S Orchard Ave c220, Vacaville, CA
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Tyler Financial

Tyler Financial

“Tyler Financialwas founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, to earn a reputation for excellence in our industry. For each of o...”
In Business Since 2008
190 S Orchard Ave ste c-105, Vacaville, CA
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Financial Celebrations

Financial Celebrations

In Business Since 1992
190 S Orchard Ave # B240, Vacaville, CA
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Allegiance Financial

Allegiance Financial

Referrals
“Allegiance Financial is a full-service, family-owned company specializing in retirement and estate planning as well as planning for other personal objectives such as wealth preservation & risk management, investment portfolios and funding college.”
Family Business
In Business Since 2018
3333 Vaca Valley Pkwy Suite 500, Vacaville, CA
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Solano Strategic Financial Advisors

Solano Strategic Financial Advisors

“Our business is built on a foundation of thoughtful client relationships. We want to help you get your Financial House in order. We are going to do it in an organized and methodical manner. Basically,we want to use all of the resources available tous...”
In Business Since 1989
411 Davis St 2nd Floor, Vacaville, CA
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Cavanagh Ringelman Cpas

Cavanagh Ringelman Cpas

In Business Since 2011
430 Cernon St, Vacaville, CA
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Emerge Financial Group

Emerge Financial Group

Compliance and Regulatory, Tax and Business, Business Advisory Services
“Emerge Financial Group's holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then...”
Licensed, BBB Rating: A+
In Business Since 2004
Serving Vacaville Area
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Impact Financial Advisors

Impact Financial Advisors

(11)
  • Life
  • Retirement
“My wife and I have known we need some help/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth.”
In Business Since 2012
2827 Spafford St b2, Davis, CA
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Likes Accounting Company

Likes Accounting Company

(16)
  • Financial
“Book she offers so much more then bookkeeping especially as a small business she has help us achieve financial freedom but continues to help our small business grow and to make sure we achieve profitability!”
In Business Since 2017
231 G St Ste 7, Davis, CA
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Correia Financial Services

Correia Financial Services

(3)
“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”
Licensed
In Business Since 2000
Transparent Fees & Pricing
844 Union Ave, Fairfield, CA
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Liquid Capital of Northern California

Liquid Capital of Northern California

(1)
“In the world today, it can be hard to find quality people you can trust with your important business functions - especially financing and factoring.”
Offers Financing Options
In Business Since 1999
1200 W 8th St, Davis, CA
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Young Wealth Management

Young Wealth Management

(1)
“The advice given by Kevin was solid and sound, leading to the faster reduction of debt than had been previously expected.”
In Business Since 2007
502 Mace Blvd Suite 5, Davis, CA
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Symphony Financial Planning

Symphony Financial Planning

(1)
“Good helpful financial advice that is unbiased.”
CFP Certified
In Business Since 2006
1784 Picasso Ave Suite D, Davis, CA
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Garrity Bookkeeping

Garrity Bookkeeping

(1)
“I would reccomend them to anyone who asked for a tax preparer.”
Transparent Fees & Pricing
In Business Since 2021
Serving Vacaville Area
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Privatemoneybanks.com

Privatemoneybanks.com

“2 female and 1 male since 2014 febuary now i have 18 piglets but in the stuations of piglets food,constructions,Verxins to feed them well need to get Funds/Loan to achieve my goals.”
Offers Financing Options
In Business Since 2010
Free Initial Consultation
1402 Highgate Rd, Vallejo, CA
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Epsilon Financial Group

Epsilon Financial Group

“Just as you want your other professional advisors (accountants, attorneys, physicians, etc.) to advise based on what they know to be best for you rather than what pays the highest commission or fee, Epsilon Financial Group only receives compensation ...”
CFP Certified
In Business Since 2004
2801 Waterman Blvd STE 250, Fairfield, CA
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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Solano Wealth Management

Solano Wealth Management

1300 Oliver Rd #210, Fairfield, CA
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Benning Financial Group

Benning Financial Group

Financial Planning
“Randy Benning is a Certified Financial Planner (CFP®) at Benning Financial Group, LLC, located in Fairfield, California. His firm focuses on investment management, financial, retirement, and estate planning. Randy has been a Financial Planner in the ...”
Licensed
In Business Since 2007
Accepts All Major Credit Cards
2801 Waterman Blvd STE 270, Fairfield, CA
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Jumbo CD Investments

Jumbo CD Investments

“Jumbo CD Investments has been serving our clients for over 25-years! We currently serve over 1,000 clients nationwide and oversee about $1.4 billion. We are located in the beautiful Sacramento area in a small town called Dixon.”
Transparent Fees & Pricing
In Business Since 1999
Serving Vacaville Area
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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ATS Tax and Financial Solutions

ATS Tax and Financial Solutions

(2)
Audit Representation, Bookkeeping, Tax Return Preparation
“They call me to make an appointment for my taxes.”
In Business Since 1999
Serving Vacaville Area
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JD Tax and Accounting Services

JD Tax and Accounting Services

(27)
  • Accounting Information System
  • Questions
“You can rest assured Frances works to stay on top of the latest information to keep her well informed, knowledgeable, and skilled in tax related issues.”
Transparent Fees & Pricing
In Business Since 2013
1104 Corporate Way, Sacramento, CA
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Celaya Law

Celaya Law

(16)
Advanced Estate Planning, Business Law, Special Needs Planning
“We initially went to an informational meeting about estate planning in American Canyon and felt we needed to have a local firm help educate us about our specific family needs.”
In Business Since 2010
1455 1st St #216, Napa, CA
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Sacramento Tax Resolution

Sacramento Tax Resolution

(17)
  • Costs
  • Questions
  • Firm
“As the principal of a small business in California - I have gone through 2 E As and 2 CP As who have all filed my tax returns in-correctly with the IRS while also failing to file correct forms for the State of California.”
Free Initial Consultation
In Business Since 2019
4608 Duckhorn Dr, Sacramento, CA
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Jacobson Wealth Management

Jacobson Wealth Management

(1)
“They are very professional and responsive to all of my questions and requests.”
Free Initial Consultation
In Business Since 2008
1030 Seminary St Suite A, Napa, CA
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Retirement Planning and Investment Management Services in Vacaville, CA Cost Estimates

Minimum cost
$1164
Maximum cost
$9890
National Average
$3491
Avg Per Hour Rates
$350
$2327
$6399
Average price range is based on 522 cost profiles
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Average Cost $3491
Minimum cost $1164
Maximum cost $9890
Avg Per Hour Rates $350

Average range $2327 to $6399 is based on 522 cost profiles.

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Wealth Management Advisors near Vacaville

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