Best Financial Advisors in Humboldt County, CA

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List of Firms

Humboldt County, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 749 Newell Dr, Fortuna, CA 95540, USA
Phone (707) 725-1565
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
Directions
SEC File# 801-38364
CRD# 107314
5 out of 5
Location 725 6th St, Eureka, CA 95501, USA
Phone (707) 443-2741
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
Directions
SEC File# 801-118126
CRD# 306504
3 out of 5
Location 2596 Shay Ct, Fortuna, CA 95540, USA
Phone (707) 725-7120
Directions
SEC File# 801-63481
CRD# 121922
Location 791 8th St, Arcata, CA 95521, USA
Phone (707) 822-3700
Directions
Beckman Investments
3 out of 5
Location 2839 F St, Eureka, CA 95501, USA
Phone (707) 442-6440
Directions
Consultants West Financial Services
Location 1325 Brady Ct, McKinleyville, CA 95519, USA
Phone (707) 840-9350
Directions
Edward Jones - Financial Advisor: Fred Robinson, CRPS®
SEC File# 801-3297
CRD# 250
Location 3855 Rohnerville Rd, Fortuna, CA 95540, USA
Phone (707) 725-1112
Directions
Edward Jones - Financial Advisor: Asa Shively
SEC File# 801-3297
CRD# 250
4 out of 5
Location 3220 Broadway St, Eureka, CA 95501, USA
Phone (707) 444-2260
Directions
Directions
Frederick A Slack - Morgan Stanley
Location 2421 Buhne St, Eureka, CA 95501, USA
Phone (707) 269-9127
Directions
Edward Jones - Financial Advisor: Janelle J Swan Robinson, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1143 Main St, Fortuna, CA 95540, USA
Phone (707) 725-7813
Directions
Edward Jones - Financial Advisor: Bryan M Plumley, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1165 G St Suite E, Arcata, CA 95521, USA
Phone (707) 825-6511
Directions
Tony Hugh - Thrivent Financial
Location 1794 Carson Woods Rd, Fortuna, CA 95540, USA
Phone (707) 834-1970
Directions
Williamson Wealth Advisors
5 out of 5
Location 527 D St, Eureka, CA 95501, USA
Phone (707) 441-1496
Directions
First Midwest Securities
Location 427 F St, Eureka, CA 95501, USA
Phone (707) 268-1395
Directions
Brink's Inc
Location 11 3rd St, Eureka, CA 95501, USA
Phone (707) 443-4781
Directions
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
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
Directions
Nicklas Phil
Location 1864 Myrtle Avenue, Eureka, CA 95501, USA
Phone (707) 443-8447
Directions
Edward Jones - Financial Advisor: Laura W Middlemiss
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1589 Myrtle Avenue Suite A, Eureka, CA 95501, USA
Phone (707) 445-5167
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Beeson & Company
Location 145 Azalea Way, Eureka, CA 95503, USA
Phone (707) 798-1003
Directions
North Coast Small Business Development Center
4 out of 5
Location 317 3rd St Suite 12, Eureka, CA 95501, USA
Phone (707) 445-9720
Directions
Edward Jones Investments
SEC File# 801-3297
CRD# 250
Location McKinleyville, CA 95519, USA
Directions
Streetwise Enterprise
5 out of 5
Location [email protected], 120 2nd St, Eureka, CA 95501, USA
Phone (707) 601-7749
Directions
Edward Jones - Financial Advisor: Brandon G Kakitsuka
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1533 City Center Rd, McKinleyville, CA 95519, USA
Phone (707) 839-2191
Directions
Alan Foley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 317 3rd St Ste 9, Eureka, CA 95501, USA
Phone (707) 442-1453
Directions
FKS Investments
Location 901 O St, Arcata, CA 95521, USA
Phone (707) 826-9265
Directions
Northpoint Financial
Location Eureka, CA 95501, USA
Phone (707) 498-3774
Directions
Senior Finance Group
5 out of 5
Location 3117 E St, Eureka, CA 95503, USA
Phone (707) 442-2242
Directions
Edward Jones - Financial Advisor: Sara M Moore
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1973 Central Ave, McKinleyville, CA 95519, USA
Phone (707) 839-4177
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Holly M Martel
SEC File# 801-3297
CRD# 250
Location 1973 Central Ave, McKinleyville, CA 95519, USA
Phone (707) 839-4177
Directions
JMT Consulting
Location 427 F St Suite 213, Eureka, CA 95501, USA
Phone (707) 496-6667
Directions
Ebert Capital Management Inc.
5 out of 5
Location 530 F St, Eureka, CA 95501, USA
Phone (707) 407-3813
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3855 Rohnerville Rd, Fortuna, CA 95540, USA
Phone (707) 725-9486
Directions
Edward Jones - Financial Advisor: Devin Peal, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3034 H St Suite A, Eureka, CA 95501, USA
Phone (707) 443-6884
Directions
Redwood Legacy Team - Morgan Stanley
Location 2421 Buhne St, Eureka, CA 95501, USA
Phone (707) 445-2014
Directions
Wells Fargo Advisors
Location 1103 G St, Arcata, CA 95521, USA
Phone (707) 822-3642
Directions
Wells Fargo Advisors
Location 701 S Fortuna Blvd, Fortuna, CA 95540, USA
Phone (707) 725-2799
Directions
Farley Ken Financial Group
Location 855 Crosby Rd, Ferndale, CA 95536, USA
Phone (707) 786-9557
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 339 E St, Eureka, CA 95501, USA
Phone (707) 442-5295
Directions
Wells Fargo Advisors
Location 605 G St, Eureka, CA 95501, USA
Phone (707) 443-4542
Directions
Munson Bowen Financial
Location 318 5th St, Eureka, CA 95501, USA
Phone (707) 442-2225
Directions
Aalfs, Evans & Company, LLP
5 out of 5
Location 104 D St, Eureka, CA 95501, USA
Phone (707) 444-8242
Directions
Hansen & Pereira Professional Fiduciaries
4 out of 5
Location 535 3rd St suite a, Eureka, CA 95501, USA
Phone (707) 444-9364
Directions
Bateman & Associates Accounting, Bookkeeping and Tax Consultant
5 out of 5
Location 512 I St suite h, Eureka, CA 95501, USA
Phone (657) 201-0247
Directions
Kevin Gerig-Valic
Location Arcata, CA 95521, USA
Phone (707) 839-8346
Directions
North Coast Investors Group
Location 426 1st St, Eureka, CA 95501, USA
Phone (707) 444-8560
Directions
Jason Barr - Morgan Stanley
Location 2421 Buhne St, Eureka, CA 95501, USA
Phone (707) 441-3425
Directions
Edward Jones - Financial Advisor: Hec Wood, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 3855 Rohnerville Rd, Fortuna, CA 95540, USA
Phone (707) 725-1112
Directions
The Slack Group - Morgan Stanley
Location 2421 Buhne St, Eureka, CA 95501, USA
Phone (707) 269-9121
Directions
Humbooks, LLC.
5 out of 5
Location 728 7th St #3b, Eureka, CA 95501, USA
Phone (707) 845-9527
Directions
Evergreen Home Loans McKinleyville NMLS 2309980
Location 1690 Sutter Rd Suite 1, McKinleyville, CA 95519, USA
Phone (707) 633-9811
Directions
Edward Jones - Financial Advisor: Greg Seiler
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1960 Main St Ste A, Fortuna, CA 95540, USA
Phone (707) 725-5098
Directions
Financial Advisors in Humboldt County, CA

Where Certified Financial Advisors in Humboldt County, CA Serve

Nestled in the heart of Northern California lies Humboldt County, a land of lush forests, rugged coastlines, and vibrant communities. From the towering redwoods of Avenue of the Giants to the historic Victorian architecture of Old Town Eureka, this county is full of landmarks that showcase its unique beauty and rich history. Humboldt County is home to a diverse range of top employers, including healthcare providers like St. Joseph Hospital and Redwood Memorial Hospital, education institutions like Humboldt State University, and manufacturing companies like Sun Valley Group and Pacific Lumber Company. Major highways like US-101 and CA-299 connect the county to other parts of California and beyond, while local streets like Broadway and Myrtle Avenue provide easy access to shopping, dining, and entertainment destinations throughout the region. Humboldt County is made up of many unique neighborhoods, each with its own character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Humboldt County, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional checking and savings accounts, which allow residents to manage their finances and save for the future. Additionally, many banks in Humboldt County offer loans and credit cards, which can be used to fund major purchases or cover unexpected expenses. One thing that sets Humboldt County apart from other areas is its strong focus on environmental sustainability. As a result, many banks in the area offer green banking options, such as paperless statements and eco-friendly debit cards, to help residents reduce their carbon footprint.

Insurance Broker

Residents of Humboldt County, CA can greatly benefit from the services of an insurance broker. With the county's diverse landscape and unique economy, an insurance broker can help residents navigate the complexities of finding the right insurance coverage for their needs. For example, many residents in Humboldt County work in the cannabis industry, which requires specialized insurance coverage. An insurance broker can help these individuals find policies that cover their business operations, as well as provide guidance on compliance with state and local regulations. Additionally, with the county's proximity to the Pacific Ocean, residents may require flood insurance or earthquake insurance. An insurance broker can help residents understand their risks and find the right coverage to protect their homes and businesses. Overall, an insurance broker can provide valuable support to residents of Humboldt County, helping them find the right insurance coverage to meet their unique needs.

Retirement Planning

Residents of Humboldt County, CA could greatly benefit from the assistance of a retirement planner. With the county's economy heavily relying on the timber and marijuana industries, it's important for residents to have a solid retirement plan in place. A retirement planner can help individuals navigate the complexities of social security, pension plans, and other retirement savings options. They can also provide guidance on investment strategies, such as diversifying portfolios and managing risk. Additionally, a retirement planner can help residents plan for healthcare costs in retirement, which can be especially important in a rural area like Humboldt County where access to medical care may be limited. Overall, a retirement planner can provide invaluable support and peace of mind to residents as they plan for their future.

Wealth Management

Residents of Humboldt County, CA can benefit from the services of a wealth manager in many ways. One of the most common ways is by helping them to manage their finances and investments. Humboldt County is known for its diverse economy, which includes industries such as agriculture, fishing, and tourism. With so many different opportunities for income, it can be challenging for residents to know where to invest their money and how to diversify their portfolios. A wealth manager can provide guidance and expertise in these areas, helping residents to make informed decisions about their finances. Additionally, with the high cost of living in Humboldt County, it's essential to have a plan in place for retirement and other long-term financial goals. A wealth manager can help residents to create a comprehensive financial plan that takes into account their unique needs and circumstances, ensuring that they are prepared for the future.

Mortgage Loan Officer

Residents of Humboldt County, CA can greatly benefit from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents in securing a home loan to purchase a property in the area. With its stunning natural beauty and laid-back lifestyle, Humboldt County is a popular destination for those seeking a slower pace of life. However, the cost of living in the area can be high, making it difficult for some residents to afford a home. A mortgage loan officer can help residents navigate the complex and often confusing process of securing a home loan, ensuring that they are able to find a mortgage that meets their needs and budget. Additionally, a mortgage loan officer can provide residents with valuable advice on how to improve their credit score, which can be particularly helpful in a competitive housing market like Humboldt County.

Tax Services

Residents of Humboldt County, CA can benefit greatly from the expertise of a tax advisor. With the county's high percentage of self-employed individuals and small business owners, a tax advisor can provide guidance on tax deductions and credits that may be overlooked. Additionally, the county's unique economy, which includes a significant amount of cannabis-related businesses, can present complex tax situations that require specialized knowledge. A tax advisor can help navigate these complexities and ensure compliance with state and federal regulations. In short, a tax advisor can help residents of Humboldt County, CA save money and avoid potential legal issues related to taxes.

Estate Planning Lawyer

Residents of Humboldt County, CA can benefit greatly from the services of an estate planning lawyer. With the county's rich natural resources and a high number of small businesses and family-owned farms, having a solid estate plan in place can ensure that these assets are protected and passed on to future generations. An estate planning lawyer can help residents create wills, trusts, and other legal documents that outline their wishes for their assets and ensure that their loved ones are taken care of after they pass away. Additionally, with the county's diverse population and unique legal landscape, an estate planning lawyer can provide personalized advice and guidance to help residents navigate the complexities of California's estate planning laws.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Humboldt County, CA