Best Financial Advisors in Auburn, CA

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List of Firms

Auburn, CA Fiduciary Financial Advisors

D - Edward Jones - Financial Advisor: Sue Anderson
SEC File# 801-3297
CRD# 250
Location 11899 Edgewood Rd suite n, Auburn, CA 95603, USA
Phone (530) 888-8794
Derrick Andrews
SEC File# 801-107913
CRD# 283824
Location 853 Lincoln Way # 202, Auburn, CA 95603, USA
Phone (530) 889-1258
David L Odom - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 470 Nevada St Ste 200, Auburn, CA 95603, USA
Phone (530) 823-0710
Bank of America Financial Center

3 out of 5

Location 2885 Bell Rd, Auburn, CA 95603, USA
Phone (530) 888-5811
First Foundation Bank

3 out of 5

Location 649 Lincoln Way, Auburn, CA 95603, USA
Phone (530) 863-4800
Hentch Solutions

5 out of 5

Location 102 El Dorado St, Auburn, CA 95603, USA
Phone (530) 308-1582
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About Auburn, CA

Auburn, CA is a city located in the Sacramento Metropolitan Area. Some of the city's landmarks include the Auburn State Recreation Area and the Placer County Courthouse. The top employers in Auburn are Gold Country Medical Group, Walmart, and Save Mart. The major highways and streets in Auburn are Interstate 80 and State Route 49. The neighborhoods in Auburn are North Auburn, Downtown Auburn, and South Auburn.

Where Certified Financial Advisors in Auburn, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are one of the most important and necessary institutions in our society. Not only do they provide a place for people to save their money, but banks also offer a wide range of other services that are essential to everyday life. In Auburn, CA, there are several different banks that residents can choose from, each with its own set of benefits and drawbacks.One of the biggest advantages of using a bank is that it provides a safe place for people to store their money. Bank customers can be assured that their deposited funds are protected by federal law up to $250,000 per account. This makes banks an attractive option for people who want to save money for the future or protect themselves from financial emergencies.Banks also offer loans to their customers. People who need money for large expenses such as a home or car can often get a loan from their bank at favorable interest rates. Banks can also help customers manage their finances by providing them with checking and savings accounts, credit cards, and other products that can help them stay on top of their spending.

Insurance Broker

Residents of Auburn, CA can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and get the money they deserve after an accident or other disaster.

Retirement Planning

Auburn, CA residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more knowledgeable about the latest retirement planning trends and strategies, while others may have more experience working with retirees in Auburn. It is important for Auburn residents to do their research before choosing an advisor, and to make sure they feel comfortable with the advisor's approach to retirement planning.

Wealth Management

Living in Auburn, CA comes with a lot of benefits. One of the main benefits is that there are plenty of opportunities to get involved in the community. However, with great opportunity comes great responsibility. That's where wealth management can help. Wealth management is the process of organizing and managing your finances so that you can make the most of your money and live comfortably within your means. It can include everything from budgeting and investment planning to tax advice and estate planning.

Estate Planning Lawyer

Estate planning lawyers can help Auburn, CA residents protect their assets and plan for the future. Estate planning is the process of organizing your finances and property in advance to make sure that they are distributed according to your wishes after you die. This includes creating a will, setting up trusts, and naming beneficiaries. A good estate planner can help you maximize the value of your estate while minimizing taxes and legal fees. They can also advise you on how to best care for elderly relatives or disabled family members. If you live in Auburn, CA, it is important to find an estate planning lawyer who understands the local laws and regulations.

Mortgage Loan Officer

Mortgage loan officers in Auburn, CA can help residents by providing them with the best advice when it comes to their mortgage. They can also provide potential homeowners with a range of options to choose from when it comes to mortgages, which can make the process much easier for those who are looking to buy a home. In addition, mortgage loan officers can work with residents to ensure that they are able to get the best possible interest rate on their mortgage, which can save them money in the long run.

Tax Services

Residents of Auburn, CA can benefit greatly from the help of a tax accountant. A good tax accountant can help residents maximize their deductions and credits, and file their taxes in a way that minimizes their liability. They can also help residents stay up to date on changes to the tax code, and plan for any future liabilities they may have.


FAQs About Personal Financial Advisors in Auburn, CA