Best Financial Advisors in Hollister, CA

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List of Firms

Hollister, CA Fiduciary Financial Advisors

Christian Wealth Management
3 out of 5
Location 650 San Benito St Suite 130, Hollister, CA 95023, USA
Phone (877) 656-1133
Directions
OneMain Financial
5 out of 5
Location 501 San Benito St #102, Hollister, CA 95023, USA
Phone (831) 636-8411
Directions
MEGA's Bookkeeping & Income Tax Services
Location 1010 Edenvale Ct, Hollister, CA 95023, USA
Phone (888) 355-8343
Directions
Frederick Flook - Prudential Financial
4 out of 5
Location 899 San Benito St, Hollister, CA 95023, USA
Phone (831) 637-4488
Directions
Mitch Dabo Associates and Dabo Financial Group LLC
1 out of 5
Location 801 San Benito St #1, Hollister, CA 95023, USA
Phone (831) 637-7232
Directions
GRA Financial Services
5 out of 5
Location 601 McCray St, Hollister, CA 95023, USA
Phone (831) 635-5879
Directions
Bank of America Financial Center
3 out of 5
Location 320 San Benito St, Hollister, CA 95023, USA
Phone (831) 634-4616
Directions
Dabo Financial Group
Location 801 San Benito St, Hollister, CA 95023, USA
Phone (831) 637-7232
Directions
Sage Point Financial
SEC File# 801-64721
CRD# 133763
Location 341 1st St, Hollister, CA 95023, USA
Phone (831) 636-9263
Directions
Grace & Associates
3 out of 5
Location 341 1st St, Hollister, CA 95023, USA
Phone (831) 637-7408
Directions
Premiere Financial Services
Location 601 McCray St, Hollister, CA 95023, USA
Phone (831) 635-5879
Directions
Edward Jones - Financial Advisor: Kyle A Sharp
SEC File# 801-3297
CRD# 250
Location 615 San Benito St Suite C, Hollister, CA 95023, USA
Phone (831) 634-0694
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 – 1:00 PM Saturday: Closed Sunday: Closed
Directions
Wells Fargo Advisors
Location 1700 Airline Hwy, Hollister, CA 95023, USA
Phone (831) 637-7452
Directions
Good Guys Financial
Location 430 Talbot Dr, Hollister, CA 95023, USA
Phone (831) 261-2484
Directions
Wells Fargo Advisors
Location 575 San Benito St, Hollister, CA 95023, USA
Phone (831) 637-5551
Directions
Mark Vivian - Raymond James
Location 330 Tres Pinos Rd Ste F8 5, Hollister, CA 95023, USA
Phone (408) 799-4323
Directions
Financial Advisors in Hollister, CA

Where Certified Financial Advisors in Hollister, CA Serve

Nestled in the heart of California, Hollister boasts a rich history and vibrant community. From the iconic Mission San Juan Bautista to the bustling downtown district, there is no shortage of landmarks to explore. Top employers in the area include the Hollister School District, Hazel Hawkins Memorial Hospital, and Earthbound Farm. Major highways such as US 101 and CA 25 provide easy access to neighboring cities, while streets like San Benito Street and Fifth Street are lined with charming boutiques and restaurants. The neighborhoods of Sunnyslope, Cerra Vista, and Ridgemark offer diverse housing options for residents. With a small-town charm and big-city amenities, Hollister is a destination worth discovering.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hollister, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches located throughout the city. These branches offer a range of services, including checking and savings accounts, loans, and investment products. Additionally, many banks in Hollister offer online and mobile banking options, allowing residents to access their accounts and manage their finances from the comfort of their own homes. Perhaps most notably, many banks in Hollister offer bilingual services to cater to the city's large Hispanic population, making banking more accessible and convenient for everyone.

Insurance Broker

As a resident of Hollister, CA, there are several ways that an insurance broker can be of great assistance. For starters, an insurance broker can help you navigate the complex world of insurance policies and find the best coverage for your unique needs. This is especially important in Hollister, where residents face a variety of risks, including earthquakes, wildfires, and floods. Additionally, an insurance broker can help you save money on your premiums by comparing policies from different providers and negotiating on your behalf. This can be a huge relief for Hollister residents who are already dealing with the high cost of living in California. Finally, an insurance broker can provide you with peace of mind by ensuring that you have adequate coverage in case of an emergency or unexpected event. Whether you need health insurance, auto insurance, or homeowners insurance, an insurance broker can help you find the right policy for your needs and budget.

Retirement Planning

Residents of Hollister, CA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by developing a personalized retirement plan that takes into account the unique needs and circumstances of each individual. For example, many residents of Hollister may work in agriculture or other industries that are subject to economic fluctuations, and a retirement planner can help them prepare for these uncertainties. Additionally, a retirement planner can assist with estate planning, tax strategies, and investment management, all of which are crucial components of a successful retirement plan. By working with a retirement planner, residents of Hollister can gain peace of mind knowing that they are taking proactive steps to secure their financial future.

Wealth Management

Residents of Hollister, CA can benefit greatly from the expertise of a wealth manager. With a population of just over 37,000, Hollister is a small town with a growing economy. A wealth manager can help individuals and families in Hollister navigate the complexities of financial planning, investment strategy, and retirement planning. They can provide guidance on how to maximize savings and minimize taxes, as well as help with estate planning and charitable giving. One specific way a wealth manager can assist Hollister residents is by helping them invest in local businesses and real estate opportunities, which can help support the local economy and create jobs. Overall, a wealth manager can provide valuable financial advice and help residents of Hollister achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Hollister, CA can greatly benefit from the services of a mortgage loan officer. A mortgage loan officer can assist residents in finding the best mortgage options available to them, whether they are first-time homebuyers or looking to refinance. With the median home price in Hollister being higher than the national average, a mortgage loan officer can help residents navigate the competitive housing market and secure a loan that fits their budget. Additionally, a mortgage loan officer can provide guidance on the various loan programs available in Hollister, such as the USDA Rural Development Loan, which is specifically designed for residents in rural areas like Hollister. By working with a mortgage loan officer, residents of Hollister can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Hollister, CA can benefit greatly from the services of a tax advisor. With its diverse population and growing economy, Hollister presents unique tax challenges that require the expertise of a professional. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are in compliance with all tax requirements. Additionally, a tax advisor can provide valuable advice on tax planning, helping residents maximize their tax savings and minimize their tax liability. Whether it's filing tax returns, managing tax audits, or planning for the future, a tax advisor can provide the guidance and support that residents of Hollister need to achieve their financial goals.

Estate Planning Lawyer

Residents of Hollister, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the smooth transfer of assets to heirs upon the client's death. This is particularly important in Hollister, a city that is home to many small business owners and farmers who may have complex estate planning needs. An estate planning lawyer can also help clients minimize tax liabilities, establish trusts to protect assets, and create a plan for long-term care. With the help of an estate planning lawyer, residents of Hollister can have peace of mind knowing that their assets and loved ones are well-protected.

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