Banks & Credit Unions in Folsom, CA

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Bank Branches and ATMs in Folsom, CA

El Dorado Savings Bank
5 out of 5
Location 300 E Bidwell St, Folsom, CA 95630, USA
Phone (916) 983-3600
Umpqua Bank
4 out of 5
Location 2779 E Bidwell St Suite 400, Folsom, CA 95630, USA
Phone (916) 983-4144
Wells Fargo Bank
3 out of 5
Location 1113 E Bidwell St, Folsom, CA 95630, USA
Phone (916) 983-7603
Banks in Folsom, CA

Where Folsom, CA Banks & Credit Unions Serve

Folsom, CA is a vibrant city located in Sacramento County that's home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Folsom Lake to the historic Folsom State Prison, this city has something for everyone. The top employers in the area include Intel Corporation, Mercy Hospital of Folsom, and the Folsom Cordova Unified School District. Major highways and streets such as Highway 50, Folsom Boulevard, and Iron Point Road connect the city to neighboring communities. Folsom's neighborhoods are diverse and include the gated community of Los Cerros, the family-friendly Empire Ranch, and the luxurious Lakeview Oaks. With its mix of natural beauty, rich history, and modern amenities, Folsom is a must-visit destination for anyone looking to experience the best of California.

Folsom, CA Banking Related Services

Insurance Broker

Residents of Folsom, CA can benefit greatly from the services of an insurance broker. With a population of over 80,000, Folsom is a vibrant city that offers a high quality of life to its residents. However, with this comes the need for insurance coverage that can protect them from unexpected events. An insurance broker can help residents of Folsom find the right coverage for their needs, whether it's for their homes, cars, or businesses. They can also help them navigate the complexities of insurance policies and find the best rates available. For example, with the recent wildfires that have affected California, an insurance broker can help Folsom residents ensure that they have adequate coverage for fire damage. With their knowledge and expertise, an insurance broker can provide peace of mind to Folsom residents and help them protect what matters most.

Retirement Planning

Residents of Folsom, CA can benefit greatly from the assistance of a retirement planner. With the city's population of over 80,000 and a median age of 39 years old, many individuals are likely starting to think about their retirement plans. A retirement planner can help Folsom residents navigate the complexities of retirement savings, including 401(k) plans, IRAs, and social security benefits. Additionally, a retirement planner can help Folsom residents create a personalized retirement plan that takes into account their unique financial situation and goals. With the cost of living in Folsom being higher than the national average, a retirement planner can also help residents ensure they have enough savings to maintain their standard of living in retirement.

Wealth Management

Residents of Folsom, CA could benefit from the expertise of a wealth manager in a variety of ways. One specific challenge faced by many in this community is the high cost of living. With housing prices and other expenses on the rise, it can be difficult to save for retirement or other long-term financial goals. A wealth manager can help residents develop a personalized financial plan that takes into account their unique circumstances and goals. This might involve strategies like investing in tax-advantaged accounts, diversifying their portfolio, or exploring alternative investment options. By working with a wealth manager, residents of Folsom can feel more confident about their financial future and better prepared to weather any economic challenges that may arise.

Financial Advisor

Residents of Folsom, CA can benefit from the expertise of a financial advisor in a number of ways. For example, Folsom is home to many tech professionals who may have complex compensation packages, including stock options and bonuses. A financial advisor can help these individuals navigate the tax implications of these benefits and develop a plan to maximize their earnings. Additionally, with the high cost of living in the area, a financial advisor can help residents create a budget and savings plan to achieve their financial goals. Whether it's saving for a down payment on a home or planning for retirement, a financial advisor can provide valuable guidance and support to the residents of Folsom.

Mortgage Loan Officer

Residents of Folsom, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned homeowners looking to refinance. With Folsom's booming real estate market, a mortgage loan officer can guide residents through the complex process of obtaining a mortgage, including navigating the various loan options and finding the best rates and terms. Additionally, Folsom is home to many small business owners, and a mortgage loan officer can assist them with securing financing for commercial properties or investment properties. By working with a mortgage loan officer, residents of Folsom can achieve their homeownership and investment goals with confidence and ease.

Tax Services

Residents of Folsom, CA could benefit greatly from the assistance of a tax advisor. With its thriving economy and growing population, Folsom is home to many individuals and businesses who could use guidance on tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, Folsom is known for its high-tech industry, which brings unique tax considerations for those working in this field. A tax advisor can provide specialized advice on issues such as stock options, employee benefits, and retirement plans. Overall, a tax advisor can provide invaluable assistance to the residents of Folsom, helping them to minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Folsom, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. With Folsom being a rapidly growing city, many residents may have recently acquired new assets or properties, making it even more important to have a plan in place. An estate planning lawyer can also help residents navigate the complex legal landscape of California, which has unique laws and regulations that can impact estate planning. Additionally, they can provide guidance on minimizing tax liabilities and protecting assets from potential creditors or lawsuits. Overall, an estate planning lawyer can provide invaluable peace of mind for residents of Folsom, knowing that their loved ones and assets are protected.


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