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Darin Nixon EA
“Great service, VERY PROFESSIONAL !”
Best Financial Advisors in Woodland, CA
24 firms listed · 5 in Woodland · 1 open 24/7 · 4 open weekends · 17 rated 4.5+
Data verified October 16, 2026
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Main Street Wealth Group
“One of the main tenets of the Main Street Wealth Group is "clients first"; the primary focus of the group is clients' interests.”
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Fortis Financial Group
“Amazing work”
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Ullrich Delevati
“They are very attentive and helpful in all areas surrounding financial planning and taxes.”
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Schmoekel Wealth Management
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Towerpoint Wealth
- Financial Advisor
- Confidence
- Management
“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.”
The 24 firms listed for Woodland, 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: Woodland, CA
Of the 24 firms we list here, 5 are in Woodland itself and 19 come from towns including Sacramento (11, 17 mi), Davis (5, 8 mi) and Dixon (1, 15 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 163 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (95%) and quality (79%). 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), estate planning (2) and investment management (2). 4 show a license on their websites and 1 lists staff certifications (CFP). Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations and 1 is family- or locally-owned. 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 Woodland take financial planning bookings online?
8 of the 24 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.
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Impact Financial Advisors
- Retirement
- Understanding
- Expertise
“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.”
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School Services of California
“Michelle answered all my questions and called me back when she had additional info that helped to clarify the situation.”
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Navion Financial Advisors
“Excellent.”
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JP Tax Services
“Will go back.”
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Government Financial Strategy
“True profesionals, doing the best for their clients”
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Bautista Wealth Management
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Creating Answers
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Young Wealth Management
“The advice given by Kevin was solid and sound, leading to the faster reduction of debt than had been previously expected.”
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Bayhill Advisors
“Michael Tumer is very good investment adviser and nice person.”
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Securities America
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Archer Pointe Wealth Management
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School Benefit Services
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Bob Dreizler Chartered Financial Consultant
“The very best!!!!”
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Dan Parrish Services, CFP
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Investment Only Annuities
“They are sure to help anyone with an annuity that currently may not be performing well.”
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Elite Financial Professionals
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Jumbo CD Investments
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Dominick Anton Financial Advisor at Twin Rivers Wealth Management
- Decisions
- Future
- 2020
“We've accomplished so much in the time we've been working together and I look forward to what my financial future will look like with him by my side.”
Retirement Planning and Investment Management Services in Woodland, CA Cost Estimates
Minimum cost
$1074
Maximum cost
$9124
National Average
$3220
Avg Per Hour Rates
$322
$2147
$5904
Average price range is based on 530 cost profiles
Why these companies made our list
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