Best Financial Advisors in Granite Bay, CA

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List of Firms

Granite Bay, CA Fiduciary Financial Advisors

R F Olmo & Associates
Location 4120 Douglas Blvd #306, Granite Bay, CA 95746, USA
Phone (916) 780-1783
Northwestern Mutual - Roseville/Granite Bay Financial Group
Location 2990 Lava Ridge Ct, Roseville, CA 95661, USA
Phone (916) 218-4400
vin advisor, inc.
Location 7053 Cedar Oaks Dr, Granite Bay, CA 95746, USA
Phone (916) 380-2636
BULMAN WEALTH GROUP
SEC File# 801-124893
CRD# 313552

5 out of 5

Location 3400 Douglas Blvd Suite 150, Roseville, CA 95661, USA
Phone (916) 458-8199
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 9700 Village Center Dr Suite 150, Granite Bay, CA 95746, USA
Phone (916) 791-7865
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
Lundqvist Wealth Strategies: Gabriella Lundqvist & Daniel Poppers
SEC File# 801-107445
CRD# 167995
Location 5930 Granite Lake Dr STE 130, Granite Bay, CA 95746, USA
Phone (916) 573-2080
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: Closed Sunday: Closed
Wells Fargo Advisors
Location 8475 Auburn Folsom Rd, Granite Bay, CA 95746, USA
Phone (916) 791-1173
FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Phone (916) 787-4200
Edward Jones
SEC File# 801-3297
CRD# 250
Location 8780 Auburn Folsom Rd Suite 300, Granite Bay, CA 95746, USA
Phone (916) 791-1326
Edward Jones
SEC File# 801-3297
CRD# 250
Location 9205 Sierra College Blvd Ste 190, Granite Bay, CA 95661, USA
Phone (916) 784-1300
HC Financial
Location 8445 Collage Blvd # F, Granite Bay, CA 95746, USA
Phone (916) 788-4188
Kd Financial Services
Location 4900 Knightswood Way, Granite Bay, CA 95746, USA
Phone (916) 791-6354
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 8265 Sierra College Blvd Suite 308, Granite Bay, CA 95746, USA
Phone (916) 788-1400
Granite Bay Capital Management, Inc
SEC File# 801-110755
CRD# 288792
Location 2200 Douglas Blvd Suite #110A, Roseville, CA 95661, USA
Phone (916) 772-4226
First Allied Securities Inc
SEC File# 801-111055
CRD# 158043
Location 5905 Granite Lake Dr, Granite Bay, CA 95746, USA
Beverly Group Inc
Location 9848 Beckenham Dr, Granite Bay, CA 95746, USA
Phone (916) 783-3552
Cody O'Keefe - Financial Advisor, Ameriprise Financial Services, LLC
Location 3741 Douglas Blvd Ste 290, Roseville, CA 95661, USA
Phone (916) 677-1640
Kristin Redman - Financial Advisor, Ameriprise Financial Services, LLC
Location 3741 Douglas Blvd Ste 290, Roseville, CA 95661, USA
Phone (916) 677-1640
Peak Financial Freedom Group

5 out of 5

Location 2520 Douglas Blvd #110, Roseville, CA 95661, USA
Phone (916) 791-7063
Granite Bay Capital Management, Inc
SEC File# 801-110755
CRD# 288792
Location 4170 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 772-4226
HBW Advisory Services
Location 3017 Douglas Blvd Suite 100, Roseville, CA 95661, USA
Phone (866) 518-2599
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About Granite Bay, CA

Granite Bay, CA is located in Placer County and is considered a suburb of Sacramento. The city has a population of over 25,000 and is known for its large homes and luxury golf courses. Some of the city's most notable landmarks include the Folsom Dam and the Granite Bay Golf Club. The largest employers in Granite Bay are Intel Corporation, Kaiser Permanente, and Verizon Wireless. Major highways and streets in the city include Highway 50 and Douglas Boulevard. The neighborhoods in Granite Bay are largely upscale and include features like gated communities and golf courses.

Where Certified Financial Advisors in Granite Bay, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community. They provide many valuable services to their customers, including savings and checking accounts, loans, and mortgages. In Granite Bay, CA, there are several banks that offer these services.One of the most important services a bank can provide is a savings account. A savings account allows customers to save money for future expenses, such as a car or a house. The interest rate on a savings account is usually higher than the interest rate on a checking account, so it's a good place to put your money if you don't need it right away.Another important service banks offer is loans. Loans can be used for a variety of purposes, such as buying a car or starting a business. Banks usually have lower interest rates than other lenders, so it's often wise to borrow from your bank if you can afford to pay the loan back over time.

Insurance Broker

Residents of Granite Bay, CA can benefit from the services of insurance brokers. Brokers can help residents find the best rates on insurance policies and can also provide advice on which policies to purchase. In addition, brokers can help residents file claims and navigate the complex world of insurance.

Retirement Planning

Most Granite Bay, CA residents are familiar with the term financial advisor@, but may be unsure of what they do or how they can help. A financial advisor is a professional who helps people save for retirement and manage their investments. Financial advisors can provide valuable advice and guidance when it comes to retirement planning, investment strategies, and tax planning. They can also help you stay on track with your financial goals and make sure you are taking advantage of all the available tax breaks and savings opportunities. If you are looking for help planning for your retirement, a financial advisor should be one of your first stops.

Wealth Management

Residents of Granite Bay, CA can take advantage of wealth management services to help them save for the future and protect their assets. Wealth management is a process that involves creating and implementing a plan to grow, manage, and protect your wealth. It can be especially helpful for high net worth individuals who want to preserve their wealth and pass it on to their heirs. Services may include investment management, estate planning, tax planning, and more.

Estate Planning Lawyer

Estate planning lawyers in Granite Bay, CA can help residents protect their assets and plan for the future. Working with an estate planning lawyer can be helpful for people who want to make sure their loved ones are taken care of after they die, as well as for people who want to minimize the taxes they will have to pay on their estate. An estate planning lawyer can also help residents create a will or trust.

Mortgage Loan Officer

Mortgage loan officers in Granite Bay, CA can help residents with a number of services, including finding the best mortgage rates and helping them through the loan application process. They can also provide advice on home buying and refinancing, and work with homeowners to help them get the most out of their home loans.

Tax Services

Tax accountants are important in helping people manage their finances and tax burden. They can help residents of Granite Bay, CA understand their tax situation and how they can best optimize their tax liability. Tax accountants can also help businesses in the area to understand their tax obligations and minimize their liabilities. In short, tax accountants provide valuable services that benefit the entire community.

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FAQs About Personal Financial Advisors in Granite Bay, CA