Best Financial Advisors in Eureka, CA

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List of Firms

Eureka, CA Fiduciary Financial Advisors

Wells Fargo Advisors
Location 605 G St, Eureka, CA 95501, USA
Phone (707) 443-4542
Coast Central Credit Union Eureka Downtown

3 out of 5

Location 402 F St, Eureka, CA 95501, USA
Phone (707) 445-8801
Aaron P Karr - Financial Advisor, Ameriprise Financial Services, LLC
Location 317 3rd St Ste 9, Eureka, CA 95501, USA
Phone (707) 442-1453
Hansen & Pereira Professional Fiduciaries

4 out of 5

Location 535 3rd St suite a, Eureka, CA 95501, USA
Phone (707) 444-9364
Demello McAuley McReynolds & Holland LLP

5 out of 5

Location 351 G St, Eureka, CA 95501, USA
Phone (707) 445-0871
LPL Financial, Ken Houldsworth CFP, Amy Taylor
SEC File# 801-10970
CRD# 6413
Location 1400 10th St, Arcata, CA 95521, USA
Phone (707) 822-7241
Andrea Ralph Accounting Services

4 out of 5

Location 517 3rd St, Eureka, CA 95501, USA
Phone (707) 444-2105
Edward Jones - Financial Advisor: Matthew L Shiney, AAMS™
SEC File# 801-3297
CRD# 250
Location 1165 G St Suite E, Arcata, CA 95521, USA
Phone (707) 825-6511
First Priority Financial
Location 527 D St, Eureka, CA 95501, USA
Phone (707) 441-1411
Location 1437 3rd St, Eureka, CA 95501, USA
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About Eureka, CA

Eureka is a city located in Northern California, and is the county seat of Humboldt County. The city has a population of 27,191 people and is the largest city in Humboldt County. Some notable landmarks in Eureka include the Carson Mansion, the Sequoia Park Zoo, and the Humboldt Bay Maritime Museum. Eureka's top employers are St. Joseph Hospital, Raytheon, and Walmart. Major highways and streets in Eureka include Highway 101 and Broadway. Neighborhoods in Eureka include Downtown Eureka, Old Town Eureka, and Myrtletown.

Where Certified Financial Advisors in Eureka, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks can provide Eureka, CA residents with a variety of services that can help to improve their quality of life. These services include, but are not limited to, providing loans for housing and businesses, issuing credit cards, and helping customers save money through various accounts and investment opportunities. By taking advantage of the many services banks have to offer, Eureka residents can make their lives easier and more comfortable.

Insurance Broker

Eureka, CA residents looking for insurance can benefit from working with a local insurance broker. Insurance brokers have access to a variety of policies from a variety of providers, which means they can help residents find the best policy for their needs. Brokers can also help residents compare rates and coverage, and they can answer any questions residents may have about their policy.

Retirement Planning

When it comes to retirement planning, Eureka, CA residents have a lot of options. One of the most important decisions they will make is who to trust with their finances. Financial advisors can help retirees create a plan that will allow them to live comfortably in retirement. They can also help protect retirees from scams and financial fraud. Retirees should consult with a financial advisor before making any major decisions about their retirement savings.

Wealth Management

Eureka, CA residents can take advantage of wealth management services to help them grow their money and reach their financial goals. Wealth management is a process that involves creating and implementing a plan to manage your money in the most efficient way possible. This can include investing your money, saving for retirement, and protecting your assets. Wealth management services can be especially helpful for people who are not familiar with investing or who do not have the time to manage their own investments. A wealth manager will work with you to create a plan that fits your needs and helps you achieve your financial goals. If you are interested in learning more about wealth management, please contact us today. We would be happy to discuss this service with you and answer any questions you may have.

Estate Planning Lawyer

Estate planning lawyers in Eureka, CA can help residents protect their assets and plan for the future. There are a number of important steps that need to be taken when creating an estate plan, and a lawyer can help make sure that everything is done correctly. Some of the things that an estate planner will help you with include setting up trusts, choosing the right type of will, and making arrangements for your final wishes.

Mortgage Loan Officer

Mortgage loan officers in Eureka, CA can help residents with their home buying needs. They can provide information on different types of mortgages, help residents apply for a mortgage, and answer any questions that residents may have about mortgages.

Tax Services

Tax accountants can help Eureka, CA residents by helping them file their taxes and by providing them with information on tax breaks they may be eligible for. Tax accountants can also help businesses in Eureka file their taxes and take advantage of any tax breaks they may be eligible for.


FAQs About Personal Financial Advisors in Eureka, CA