Best Financial Advisors in Yuba City, CA

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Yuba City area.

Shaw & Associates

Shaw & Associates

(10)
Advisors, Calculators, Investment, Retirement, and Financial Options
“I've been dealing with Shaw & Associates for over 20 years and have always been pleased with the service that Susan has provided.”
In Business Since 2010
950 Tharp Rd Building 100 Suite 101, Yuba City, CA
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New York Life Insurance Company

New York Life Insurance Company

(2)
Solutions, Resources, Why Us
“Love the ppl who work here and Sean is very knowledgeable and supportive , happy with the service I received from day one and continue to receive today”
Licensed
In Business Since 2023
718 Bridge St Suite A, Yuba City, CA
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Ryan Wealth Management

Ryan Wealth Management

(1)
Who We Serve
“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.”
In Business Since 2005
463 Century Park Dr, Yuba City, CA
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Focus Management Consulting

Focus Management Consulting

In Business Since 2013
1127 Gray Ave # B, Yuba City, CA
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JM Wealth Management Group

JM Wealth Management Group

Estate, Tax, Investment
“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...”
In Business Since 2012
855 Harter Pkwy # 310, Yuba City, CA
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Planning For Seniors

Planning For Seniors

“Planning for Seniors works with you and your loved ones to ensure that you successfully obtain Medi-Cal benefits to cover long term care expenses. We help you fund the expenses associated with long term and extended care, and help give you peace of m...”
In Business Since 2002
1528 Poole Blvd, Yuba City, CA
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Nickell Tax & Financial Planning

Nickell Tax & Financial Planning

(11)
“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.”
In Business Since 2008
Serving Yuba City Area
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Talk to Bri

Talk to Bri

“I'm excited to host the first annual fall retreat! Please reach out with any questions. $150 Nonrefundable deposit due by September 1. Although Nonrefundable, deposit can be applied to sessions 😁”
Free Initial Consultation
In Business Since 2021
Serving Yuba City Area
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Next Level Accounting & Tax

Next Level Accounting & Tax

(12)
Business Tax Planning, Business Tax Preparation, Profitability & Growth Advisory Services
“Always very thorough and fast, has provided helpful advice on tax implications for real estate investing, and also provided support when I received a Notice of Deficiency from several years ago (helped me prove it was an IRS mistake, how to work with...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2020
508 Gibson Dr STE 240, Roseville, CA
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South Placer Tax & Bookkeeping Services

South Placer Tax & Bookkeeping Services

(12)
Individuals, Tax Resolution Services, Bookkeeping
“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.”
Remote Consultations Available
In Business Since 2011
3175 Sunset Blvd #102, Rocklin, CA
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Tidwell & Associates Cpas

Tidwell & Associates Cpas

(5)
Tax Preparation and Planning, Corporate Retirement Solutions, Personal Financial Planning
“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...”
Licensed
Accepts Debit, Check, Cash, All Major Credit Cards
In Business Since 2006
2209 Plaza Dr Ste 200, Rocklin, CA
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Metahawk ATM Services

Metahawk ATM Services

Free CC Processing, Free Digital Signage, Free ATM Placement
“Free Credit Card Processing + Keypad: We provide a free, brand new keypad with free credit card processing that will largely decrease or eliminate your processing fees each month depending on what program you choose. We also offer tailored POS and so...”
Emergency Services
In Business Since 2019
409 Redwood Village Pl, Roseville, CA
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Clarke CPA Group

Clarke CPA Group

(6)
Business Services, Services For Individuals, Tax Services
“They were knowledgeable and thorough in their approach, taking the time to understand my unique situation and providing tailored advice.”
Free Initial Consultation
In Business Since 2021
915 Highland Pointe Dr STE 250, Roseville, CA
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Golden State Tax & Business Services

Golden State Tax & Business Services

Business Services, Individual Services
“Financial problem solvers that help you plan on a variety of financial topics like retirement, buying a house, investing, business decisions and much more.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1997
5701 Lonetree Blvd #309, Rocklin, CA
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Delyon Wealth Management

Delyon Wealth Management

(2)
“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.”
Family Business
In Business Since 2011
6801 Five Star Blvd #A, Rocklin, CA
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Integrity Financial Group

Integrity Financial Group

(3)
“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.”
In Business Since 2002
5726 Lonetree Blvd, Rocklin, CA
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Pacific Financial Partners

Pacific Financial Partners

(8)
Estate, Tax, Investment
“I've been fortunate to have the Vanneman Financial Group handle my personal financial planning, all of my disability and life insurance needs and they also manage my office's 401(k).”
Licensed
In Business Since 2012
140 Diamond Creek Pl Suite 175, Roseville, CA
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Smart Investor

Smart Investor

(1)
“Thnx for the Awesome drink=)!”
In Business Since 2018
5800 Stanford Ranch Rd, Rocklin, CA
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Lighthouse Financial & Tax

Lighthouse Financial & Tax

“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...”
In Business Since 2011
2204 Plaza Dr #100, Rocklin, CA
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Pursestrings

Pursestrings

“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...”
In Business Since 2004
Serving Yuba City Area
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Blue Oaks Financial

Blue Oaks Financial

(2)
“Ryan helped me create a realistic and actionable game plan to save and invest for a purchase of a rental property, manage my retirement goals, and set up a college savings plan for my kids.”
In Business Since 2011
5716 Lonetree Blvd Suite 2, Rocklin, CA
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Chursenoff Accountancy

Chursenoff Accountancy

Tax Planning, Services For Individuals, Business Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We are one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal ...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2000
Free Initial Consultation
9071 Foothills Blvd #2, Roseville, CA
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Atherton Wealth Advisors

Atherton Wealth Advisors

“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...”
Licensed
Transparent Fees & Pricing
In Business Since 2010
Family Business
5854 Lonetree Blvd, Rocklin, CA
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Prospero Advisors

Prospero Advisors

Business Benefits and Insurance, Financial Planning & Investment Management
In Business Since 2018
925 Highland Pointe Dr Ste 190, Roseville, CA
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Retirement Planning and Investment Management Services in Yuba City, CA Cost Estimates

Minimum cost
$1096
Maximum cost
$9311
National Average
$3287
Avg Per Hour Rates
$329
$2191
$6025
Average price range is based on 418 cost profiles
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Average Cost $3287
Minimum cost $1096
Maximum cost $9311
Avg Per Hour Rates $329

Average range $2191 to $6025 is based on 418 cost profiles.

Why these companies made our list

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