Best Financial Advisors in El Dorado County, CA

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List of Firms

El Dorado County, CA Fiduciary Financial Advisors

Muhr Advisory Group
Location 4949 Windplay Dr, El Dorado Hills, CA 95762, USA
Phone (916) 941-1131
Continuum Financial Partners, LLC

1 out of 5

Location 5170 Golden Foothill Pkwy #140, El Dorado Hills, CA 95762, USA
Phone (916) 934-0439
Fergerson Financial
Location 899 Embarcadero Dr # 2, El Dorado Hills, CA 95762, USA
Phone (916) 941-1535
Thrive Financial Planning
Location 5170 Golden Foothill Pkwy #201, El Dorado Hills, CA 95762, USA
Phone (916) 235-8240
Van Hulzen Financial Advisors
SEC File# 801-112626
CRD# 118433
Location 4370 Town Center Blvd #220, El Dorado Hills, CA 95762, USA
Phone (916) 608-4284
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
McLaughlin Wealth Advisor
Location 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, USA
Phone (916) 895-6111
Edward Jones
SEC File# 801-3297
CRD# 250
Location 4517 Serrano Pkwy Ste 103, El Dorado Hills, CA 95762, USA
Phone (916) 933-9888
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Ideal Life Advisors
SEC File# 801-111055
CRD# 158043
Location 4944 Windplay Dr Suite 115, El Dorado Hills, CA 95762, USA
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: 7:30 AM – 4:00 PM Sunday: Closed
Nick Crane - RBC Wealth Management Financial Advisor
Location 4944 Windplay Dr Suite 310, El Dorado Hills, CA 95762, USA
Phone (916) 939-3063
RBC Wealth Management Branch - El Dorado Hills
Location 4944 Windplay Dr Suite 310, El Dorado Hills, CA 95762, USA
Phone (916) 939-3040
Edward Jones
SEC File# 801-3297
CRD# 250
Location 993 Governor Dr Suite 102, El Dorado Hills, CA 95762, USA
Phone (916) 933-8277
Rossi Financial Group

5 out of 5

Location 1212 Suncast Ln #1, El Dorado Hills, CA 95762, USA
Phone (916) 730-6366
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 981 Governor Dr # 101, El Dorado Hills, CA 95762, USA
Phone (916) 933-2117
Aladino Financial Services Inc
Location 3907 Park Dr, El Dorado Hills, CA 95762, USA
Phone (916) 939-7605
Wells Fargo Advisors

5 out of 5

Location 3820 El Dorado Hills Blvd Suite 402, El Dorado Hills, CA 95762, USA
Phone (916) 939-4400
Joiner Financial
Location 4944 Windplay Dr Suite 113, El Dorado Hills, CA 95762, USA
Phone (916) 988-0000
Larsen Wealth Management

5 out of 5

Location 5180 Golden Foothill Pkwy Ste 220, El Dorado Hills, CA 95762, USA
Phone (916) 939-6860
Cantorbridge Financial
Location 4364 Town Center Blvd Suite 211, El Dorado Hills, CA 95762, USA
Phone (916) 693-5073
Sheri Johnson - Raymond James
Location 1101 Investment Blvd, El Dorado Hills, CA 95762, USA
Phone (916) 933-9812
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1121 White Rock Rd #201, El Dorado Hills, CA 95762, USA
Image of El Dorado County, CA

About El Dorado County, CA

El Dorado County is located in California and is home to many notable landmarks, including the Placerville Ice Arena, the Marshall Gold Discovery State Historic Park, and the El Dorado National Forest. The top employers in El Dorado County are Walmart, Apple, and Sierra Nevada Corporation. Major highways and streets in El Dorado County include Highway 50 and Highway 88. Some of the neighborhoods in El Dorado County include Diamond Springs, Placerville, and Camino.

Where Certified Financial Advisors in El Dorado County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in El Dorado County, CA offer a wide range of services to their customers. These services can include anything from checking and savings accounts, to home and car loans, to investment advice. In addition, many banks offer online banking options which allow customers to manage their finances from anywhere in the world. This can be a very convenient option for people who are constantly on the go.

Insurance Broker

El Dorado County, CA residents can get help from insurance brokers when it comes to choosing the best insurance policy for their needs. Insurance brokers have a wealth of knowledge about different types of policies and what would be best for each individual or family. They can also help with claims and finding the best rates possible.

Retirement Planning

El Dorado County, CA residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help people save for retirement by creating a plan that is tailored to the individual's needs and goals. Advisors can also help people invest their money in a way that will allow them to retire comfortably.

Wealth Management

El Dorado County, CA is known for its natural beauty and rural charm. But with a population of over 310,000, it is also one of the most populous counties in California. This creates unique challenges for residents when it comes to wealth management. Fortunately, there are wealth management firms that can help El Dorado County residents meet those challenges head-on. These firms offer a wide range of services, from investment advice to estate planning. They can help you make the most of your money while still keeping your priorities in mind. If you are looking for a reliable and trustworthy wealth management firm, look no further than the ones in El Dorado County. With their help, you can rest assured that your finances will be in good hands.

Estate Planning Lawyer

Estate planning lawyers can help El Dorado County, CA residents in a number of ways. They can help people create wills and trusts, which will ensure that their property is distributed according to their wishes after they die. They can also help people set up powers of attorney and healthcare directives, which will allow them to make decisions about their medical care if they are unable to do so themselves. And finally, estate planning lawyers can help people avoid probate, which can be a long and expensive process.

Mortgage Loan Officer

Mortgage loan officers in El Dorado County, CA can help residents by providing them with the best rates and advice for their situation. In addition to helping people get the best mortgage loans, these professionals can also provide homeowners with tips on how to keep their homes in good condition and how to avoid common problems.

Tax Services

El Dorado County, CA residents can benefit from the help of tax accountants in order to ensure that they are taking advantage of all the tax deductions and credits available to them. Tax accountants can also help residents file their taxes accurately and on time.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in El Dorado County, CA