Best Financial Advisors in Napa, CA

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Napa, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Joseph Corsino, AAMS™
SEC File# 801-3297
CRD# 250
Location 1300 Main St Suite 250, Napa, CA 94559, USA
Phone (707) 224-1018
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 – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Robin Rocha
Location 700 Main St, Napa, CA 94559, USA
Phone (707) 254-4608
David Marinoff - BancWest Investment Services Wealth Financial Advisor
5 out of 5
Location 3300 Jefferson St, Napa, CA 94558, USA
Phone (707) 299-0220
Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®
SEC File# 801-3297
CRD# 250
3 out of 5
Location 1721 1st St, Napa, CA 94559, USA
Phone (707) 927-3397
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Kuhlmann Associates Financial
Location 1455 1st St #215, Napa, CA 94559, USA
Phone (707) 253-1195
The Napa Harvest Group - Morgan Stanley
Location 700 Main St Suite 315, Napa, CA 94559, USA
Phone (707) 254-4408
The Napa Reserve Group - Morgan Stanley
Location 700 Main St Suite 315, Napa, CA 94559, USA
Phone (707) 254-4429
Misty Jones - UBS Financial Services Inc.
Location 703 Trancas Street 3 and 4, Financial Plaza, Napa, CA 94558, USA
Phone (707) 254-1515
Edward Jones - Financial Advisor: Marck Zuehlsdorff
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1543 3rd St, Napa, CA 94559, USA
Phone (707) 258-0240
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
4 out of 5
Location 703 Trancas Street 3 + 4, Financial Plaza, Napa, CA 94558, USA
Phone (707) 254-1500
Harvest Financial LLC
5 out of 5
Location 1728 Jefferson St, Napa, CA 94559, USA
Phone (707) 257-7281
Valley Wealth Strategies, Llc
SEC File# 801-113081
CRD# 289737
Location 1342 4th St, Napa, CA 94559, USA
Merrill Lynch Wealth Management Advisor Eric F Gonzales
Location 700 Main St Suite 200, Napa, CA 94559, USA
Phone (707) 254-4606
Merrill Lynch Wealth Management Advisor John Negrete
Location 700 Main St Suite 200, Napa, CA 94559, USA
Phone (707) 254-4603
Soares Financial Inc
Location 1832 Soscol Ave Suite 106, Napa, CA 94559, USA
Phone (707) 255-6900
Compass Financial Group - UBS Financial Services Inc.
Location 703 Trancas Street 3 and 4, Financial Plaza, Napa, CA 94558, USA
Phone (707) 254-1515
5T Wealth, LLC
SEC File# 801-58183
CRD# 112552
2 out of 5
Location 595 Coombs St, Napa, CA 94559, USA
Phone (707) 224-1340
Ron Herring - UBS Financial Services Inc.
Location 703 Trancas Street 3 and 4, Financial Plaza, Napa, CA 94558, USA
Phone (707) 254-1516
Napa Wealth Management
SEC File# 801-106825
CRD# 137724
5 out of 5
Location 1836 2nd St, Napa, CA 94559, USA
Phone (707) 252-1343
Zuk Financial
SEC File# 801-113081
CRD# 289737
Location 1340 4th St, Napa, CA 94559, USA
Phone (510) 547-8900
Edward Jones - Financial Advisor: David Boerio
SEC File# 801-3297
CRD# 250
Location 1834 Soscol Ave Suite B, Napa, CA 94559, USA
Phone (707) 251-5839
Edward Jones - Financial Advisor: Josephine Palacios
SEC File# 801-3297
CRD# 250
Location 1721 1st St, Napa, CA 94559, USA
Phone (707) 927-3397
Merrill Lynch Wealth Management
5 out of 5
Location 700 Main St, Napa, CA 94559, USA
Phone (707) 255-5559
Edward Jones - Financial Advisor: Gary D Norman, AAMS™
SEC File# 801-3297
CRD# 250
Location 1543 3rd St, Napa, CA 94559, USA
Phone (707) 258-0240
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1832 Soscol Ave, Napa, CA 94559, USA
Merrill Lynch Wealth Management Advisor John V Heflebower
Location 700 Main St, Napa, CA 94559, USA
Phone (707) 254-4601
Mills Wealth Management
SEC File# 801-107913
CRD# 283824
Location 1030 Seminary St, Napa, CA 94559, USA
Phone (707) 254-0155
Jacobson Wealth Management
5 out of 5
Location 1030 Seminary St Suite A, Napa, CA 94559, USA
Phone (707) 224-7424
Rich Jacobson, CFP ®
SEC File# 801-111055
CRD# 158043
Location 1030 Seminary St, Napa, CA 94559, USA
Vintage Wealth Advisors
5 out of 5
Location 700 Main St Suite 305, Napa, CA 94559, USA
Phone (707) 492-5100
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 575 Lincoln Ave #320, Napa, CA 94558, USA
Phone (707) 252-7744
Richard Ladd - Morgan Stanley
Location 700 Main St Suite 315, Napa, CA 94559, USA
Phone (707) 254-4421
C & T Group Investment Management
Location 1732 Jefferson St #11, Napa, CA 94559, USA
Phone (707) 259-5335
Pamela J. Thompson - UBS Financial Services Inc.
Location 703 Trancas Street 3 and 4, Financial Plaza, Napa, CA 94558, USA
Phone (707) 254-1518
New Aspect Financial Services, LLC
Location 1475 4th St, Napa, CA 94559, USA
Phone (707) 346-7601
Financial Advisors in Napa, CA

Where Certified Financial Advisors in Napa, CA Serve

Napa is located in California's Wine Country and is known for its vineyards and wineries. Some of the city's landmarks include the Napa Valley Opera House, the Napa Valley Railroad Museum, and the Napa Valley Wine Train. The top employers in Napa are the United States Department of Veterans Affairs, St. Joseph Health, and Sutter Health. Major highways and streets in Napa include State Route 29 and Silverado Trail. Some of the city's neighborhoods include Downtown Napa, American Canyon, and Yountville.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Napa, CA have a number of banking services available to them. Some banks offer checking and savings accounts, while others provide mortgage and car loans. Many banks also offer online banking, which allows customers to manage their finances from anywhere in the world. In addition, many banks have ATMs located throughout the city for customer convenience.

Insurance Broker

Napa, CA residents rely on insurance brokers to help them find the best insurance policies for their needs.Insurance brokers are knowledgeable about the different types of insurance policies available, and can help Napa residents find the right policy for their needs. They can also help residents save money by finding discounts on policies, and by negotiating rates with insurers.

Retirement Planning

Most Napa, CA residents are looking forward to retirement. They have worked hard all their lives and saved what they can. But many people don't realize that there is more to retirement planning than just saving money. Financial advisors can help Napa, CA residents make the most of their retirement years by helping them plan for every aspect of their retirement, from budgeting to investing to estate planning.

Wealth Management

Napa Valley is a world-famous wine-producing region located in the United States. The area is also known for its high cost of living. Napa's median home value is $1,073,800, and the median household income is $128,927. These factors make it difficult for residents of Napa Valley to save money. Fortunately, there are wealth management firms that can help Napa residents save money and improve their financial situation. Wealth management firms can provide residents with advice on how to invest their money and reduce their taxes. They can also help residents create a budget and stick to it. Wealth management firms in Napa Valley are experienced in helping people from all walks of life manage their finances. If you are looking for assistance in managing your wealth, please contact one of these firms today.

Estate Planning Lawyer

Napans can breathe easy knowing that their estate planning lawyers are only a phone call away. No matter what your legal needs may be, these professionals can help you get the job done right. From drafting wills and trusts to handling probate and litigation, these attorneys have the experience and expertise to provide you with the best possible service.

Mortgage Loan Officer

Mortgage loan officers in Napa, CA can help residents by providing them with the best mortgage options available. Some of the services that mortgage loan officers offer include helping residents find the right type of mortgage, explaining the different types of mortgages, and helping to get the best interest rate for the resident. Additionally, mortgage loan officers can also help residents refinance their mortgages or get a home equity line of credit.

Tax Services

Napa, CA residents can benefit from the expertise of tax accountants in order to ensure they are taking advantage of all available tax breaks. Tax accountants can help residents file their taxes correctly and on time, as well as identify any deductions or credits that may be available to them. In addition, tax accountants can offer advice on how to save money on taxes in the future.

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FAQs About Personal Financial Advisors in Napa, CA