Best Financial Advisors in Merced County, CA

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Merced County, CA Fiduciary Financial Advisors

Matthew Sebastian - Thrivent
Location 2916 McKee Rd, Merced, CA 95340, USA
Phone (209) 386-0548
Steve H Teranishi - Financial Advisor, Ameriprise Financial Services, LLC
Location 3337 G St Ste D, Merced, CA 95340, USA
Phone (209) 383-6577
Financial Advisors in Merced County, CA

Where Certified Financial Advisors in Merced County, CA Serve

Merced County is located in the Central Valley of California. The county seat is Merced, and the largest city is Merced. Other cities in the county include Atwater, Delhi, and Gustine. The major highways and streets in Merced County are State Route 99, State Route 140, and US Highway 40. Some of the landmarks in the county include Castle Air Museum, Lake Yosemite, and Pacheco Pass. The top employers in Merced County are University of California, Merced, Mercy Medical Center, and Walmart. The neighborhoods in Merced County include Castle View Estates, Chowchilla Acres, Delhi Hills, and Planada.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Merced County, CA residents have access to a variety of banking services. Banks offer a variety of products and services that can be tailored to meet the needs of their customers. Some of the most common services offered by banks include checking and savings accounts, loans, and credit cards. Banks also offer a wide range of other products and services, such as mortgages, investments, and insurance.

Insurance Broker

Merced County, CA residents can benefit from the services of insurance brokers. These professionals can help people find the best insurance policies for their needs, and they can also provide advice on how to save money on premiums. In addition, insurance brokers can help residents file claims and resolve disputes with insurance companies. As a result, residents of Merced County can rely on insurance brokers for all their insurance needs.

Retirement Planning

Merced County, CA residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents make informed decisions about their finances and retirement savings. They can also provide guidance on how to save for retirement and manage expenses in retirement. Residents of Merced County should consult with a financial advisor to get started on their retirement planning today.

Wealth Management

Merced County, CA is one of the poorest counties in the United States. According to a 2016 report by The Daily Republic, "Merced County ranks as the eighth-poorest county in California and No. 2,717 out of 3,142 counties nationwide." This lack of wealth and opportunity has led to many social problems in Merced County. But there is hope. Wealth management can help residents of Merced County build their wealth and improve their lives.

Estate Planning Lawyer

Merced County, CA residents who want to make sure their loved ones are taken care of after they die can benefit from the help of an estate planning lawyer. Estate planning lawyers can help residents in Merced County, CA create wills and trusts which will ensure that their assets are distributed according to their wishes. They can also help residents set up powers of attorney and healthcare directives, which will allow their loved ones to make decisions on their behalf if they become unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers can help Merced County, CA residents in a number of ways. Mortgage loan officers can help residents find the best mortgage products for their needs, as well as provide guidance on how to get the best rates and terms. They can also help homeowners understand their mortgage statements and answer any questions they may have about their mortgages. In addition, mortgage loan officers can offer advice on home improvement projects and how to get the most value for your home when it comes time to sell.

Tax Services

Residents of Merced County, CA can take advantage of the tax services offered by local tax accountants. These professionals can help residents understand and file their taxes accurately and on time. In addition to preparing and filing taxes, tax accountants in Merced County can also offer advice on how to reduce one's tax liability. Residents who are looking for a reliable and experienced tax accountant should consider contacting one of the firms listed in the directory below.


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