Best Financial Advisors in Yuba City, CA

“They were able to take complex financial concepts and define them in a way I could move forward with my businesses.”

“We've been working with them for more than 15 years and know we can trust them to make the best decisions for us and our family.”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”

“Planning for Seniors specializes in navigating the complexities of Medi-Cal benefits for California families. Recent changes have eliminated asset limits for individuals over 65, simplifying the qualification process for Medi-Cal. Nevertheless, navig...”

“They are more expensive than the last place I was receiving preparation but they are very friendly and seem to care for their clients, they offered me advice to help me financially so I don't have to owe for the future years.”

“I don't know what I would do without you all and I would definitely recommend you to all my other business owner friends and anyone looking for an AMAZING CPA or tax preparer.”

“They began by simply preparing our tax returns, but have provided numerous other services including helping us navigate an IRS audit with flying colors as well as helping my staff and I better organize and clean up our Quick-books accounting software...”

“He strategically moves our money depending on the market, finds the highest paying returns and dividends, helps tremendously with tax management of our account, and is also just a really good guy.”

“I have been seeing him for the last 4 years for financial advising and he has kept me on track to achieve all of my financial goals through those years.”

“Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the Americ...”

“If you are looking for independent, objective financial planning and advice, you have come to the right place. As you will see, Pursestrings is a different type of financial planning firm. Unlike many other firms, we only provide independent, objecti...”

“Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of...”

“The condition of well beingis unique to each individual. Wealth can be found in friendships, relationships, philanthropy, children and grand children, travel, etc. Living a life that befits your holistic perspective of wealth is what makes life truly...”

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”