Best Financial Advisors near West Sacramento, CA

There are no firms listed in West Sacramento itself yet; the 15 below are the closest options, from Sacramento (5 mi).

2 open weekends · 11 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Towerpoint Wealth

Towerpoint Wealth

5.0 50 reviews
“He has overseen the significant growth of our estate and helped set up a wonderful retirement for us.”
LicensedSince 2017Prices online
Sacramento, CA · 5 mi from West Sacramento
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My Books My Taxes

My Books My Taxes

5.0 8 reviews
“I appreciate how Visa was also able to give the different break down options for my family and I.”
Since 2019
Sacramento, CA · 5 mi from West Sacramento
i
Moneywise With Marybeth Fiduciary Services

Moneywise With Marybeth Fiduciary Services

5.0 9 reviews
“She is patient and her consultation demonstrated a clear understanding of my needs.”
Since 2017
Sacramento, CA · 5 mi from West Sacramento
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Soesbe Financial

Soesbe Financial

Since 2019
Sacramento, CA · 5 mi from West Sacramento
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Twin Rivers Wealth Management

Twin Rivers Wealth Management

5.0 4 reviews
“He is very detailed, organized, thoughtful, but most importantly he was able to explain financial concepts to me in a way that I understood.”
CFP certifiedSince 2019
Sacramento, CA · 5 mi from West Sacramento
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Islip + Company, Cpas

Islip + Company, Cpas

4.6 8 reviews
“Patrick is an awesome CPA we have been with him 5 years now, could not get a better CPA for sure.”
30+ years
Sacramento, CA · 5 mi from West Sacramento
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The 15 firms listed for West Sacramento, 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: West Sacramento, CA

13 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 140 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 3 show a license on their websites and 1 lists staff certifications (CFP). 8 have ten or more years of experience, the longest 30 years. 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 6 take bookings online. 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.

Do firms listed for West Sacramento take financial planning bookings online?

6 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

School Services of California

School Services of California

4.0 1 review
“Michelle answered all my questions and called me back when she had additional info that helped to clarify the situation.”
Serves CaliforniaSince 1975
Sacramento, CA · 5 mi from West Sacramento
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Simpson Wornel

Simpson Wornel

Since 1998
Sacramento, CA · 5 mi from West Sacramento
i
Benefit Resources

Benefit Resources

Replies within 1 business dayServes Sacramento, Northern California, other regionsSince 1987Prices online
Sacramento, CA · 5 mi from West Sacramento
i
JP Tax Services

JP Tax Services

5.0 1 review
Since 2004
Sacramento, CA · 5 mi from West Sacramento
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Wealth Design Group

Wealth Design Group

5.0 1 review
LicensedSince 2000
Sacramento, CA · 5 mi from West Sacramento
i
Government Financial Strategy

Government Financial Strategy

5.0 1 review
“True profesionals, doing the best for their clients”
Since 1988
Sacramento, CA · 5 mi from West Sacramento
i
Bautista Wealth Management

Bautista Wealth Management

LicensedSince 2013
Sacramento, CA · 5 mi from West Sacramento
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Lucas Group Financial Planners

Lucas Group Financial Planners

Since 2004
Sacramento, CA · 5 mi from West Sacramento
i
Legacy Movement Connection

Legacy Movement Connection

5.0 5 reviews
“This is the best organization i have the opportunity to work with in all my life this is coming from me experience working with different companies over the yeas”
Coupons & offersSince 2020
Sacramento, CA · 5 mi from West Sacramento
i
HomeWealth Management AdvisorsCaliforniaWest Sacramento, CA

Why these companies made our list

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