Best Financial Advisors in Placer County, CA

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List of Firms

Placer County, CA Fiduciary Financial Advisors

Sequoia Advisory Group Financial & Insurance Services
Location 1225 Pleasant Grove Blvd # 120, Roseville, CA 95678, USA
Phone (916) 783-9100
Blue Oaks Financial

5 out of 5

Location 5716 Lonetree Blvd Suite 2, Rocklin, CA 95765, USA
Phone (916) 292-9722
Allworth Financial
SEC File# 801-68255
CRD# 111167

4 out of 5

Location 3017 Douglas Blvd Suite 140, Roseville, CA 95661, USA
Phone (916) 787-4565
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
Tri Counties Advisors
Location 3700 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 984-2396
Peak Financial Freedom Group

5 out of 5

Location 2520 Douglas Blvd #110, Roseville, CA 95661, USA
Phone (916) 791-7063
Jennifer Kachmar - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3741 Douglas Blvd Ste 290, Roseville, CA 95661, USA
Phone (916) 677-1640
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
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2530 Douglas Blvd Suite 130, Roseville, CA 95661, USA
Phone (916) 918-2555
Cameron Lagala - Financial Advisor
Location 2999 Douglas Blvd #350, Roseville, CA 95661, USA
Phone (916) 774-6271
Empyrion Wealth Management Inc
SEC File# 801-36794
CRD# 105888
Location 3741 Douglas Blvd Suite 130, Roseville, CA 95661, USA
Phone (916) 786-7626
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
Stephen Westlake - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3741 Douglas Blvd Ste 290, Roseville, CA 95661, USA
Phone (916) 677-1640
Stephanie Kerns - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3741 Douglas Blvd Ste 290, Roseville, CA 95661, USA
Phone (916) 677-1640
Shayne Layton - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 9265 Sierra College Blvd, Roseville, CA 95661, USA
Phone (916) 677-1640
Lynch Financial Advisors
Location 1700 Eureka Rd, Roseville, CA 95661, USA
Phone (916) 772-3103
South Placer Financial Management
Location 4491 Pacific St STE B, Rocklin, CA 95677, USA
Phone (916) 813-6314
Edward Jones - Financial Advisor: Bob Mason
SEC File# 801-3297
CRD# 250
Location 544 Auburn Ravine Rd, Auburn, CA 95603, USA
Phone (530) 823-3600
Michelle Wilbur - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Phone (916) 380-3184
South Placer Wealth Management Group

4 out of 5

Location 3175 Sunset Blvd #102, Rocklin, CA 95677, USA
Phone (916) 259-1402
Parkshore Wealth Management
SEC File# 801-78573
CRD# 148052

5 out of 5

Location 3007 Douglas Blvd Suite 150, Roseville, CA 95661, USA
Phone (916) 797-3007
Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158

4 out of 5

Location 1400 Rocky Ridge Dr #250, Roseville, CA 95661, USA
Phone (877) 792-3667
VALIC Financial Advisors Office

1 out of 5

Location 2901 Douglas Blvd #150, Roseville, CA 95661, USA
Phone (916) 780-6000
Clarion Advisors, Inc

5 out of 5

Location 1519 Lincoln Way, Auburn, CA 95603, USA
Phone (530) 889-0200
Angela Parker - Financial Advisor, Ameriprise Financial Services, LLC
Location 3741 Douglas Blvd Ste 290, Roseville, CA 95661, USA
Phone (916) 677-1640
Erich Brashears - Financial Advisor

5 out of 5

Location 1112 Galleria Blvd, Roseville, CA 95678, USA
Phone (916) 203-5287
David L Aton - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661, USA
Phone (916) 784-2240
Placer Summit Financial Group
Location 3300 Douglas Blvd # 420, Roseville, CA 95661, USA
Phone (916) 749-3825
Image of Placer County, CA

About Placer County, CA

Placer County is a county located in the U.S. state of California. It has a population of around 378,000 people and covers an area of 1,409 square miles. Some of the landmarks in Placer County include the Auburn State Recreation Area, the Folsom Dam, and the Squaw Valley Ski Resort. The top employers in Placer County are Intel Corporation, Kaiser Permanente, and Sutter Health. Major highways and streets in Placer County include Interstate 80, State Route 49, and State Route American River Parkway. The neighborhoods in Placer County include Granite Bay, Lincoln, Rocklin, and Roseville.

Where Certified Financial Advisors in Placer County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Placer County residents can benefit from a wide range of services that banks offer. Banks can provide residents with loans, mortgages, and other types of financial assistance. In addition, banks can offer a variety of other services such as online banking, bill pay, and mobile banking. These services allow residents to conduct their financial business without having to leave their home or office.

Insurance Broker

Residents of Placer County, CA have a lot to gain from working with insurance brokers. Here are three reasons why: 1. Brokers can help residents compare rates and find the best coverage for their needs. 2. They can help residents understand their policies and make sure they are getting the most out of them. 3. They can act as advocates in case of a claim or dispute with an insurance company.

Retirement Planning

Financial advisors can help Placer County, CA residents with retirement planning in a variety of ways. One way is by helping people to create a budget that will allow them to save for retirement. Advisors can also help people to invest their money wisely so that they will have enough saved up when it is time to retire. Additionally, advisors can provide guidance on when it is the best time to retire and how much money people will need to live comfortably in retirement.

Wealth Management

Residents of Placer County, CA have a new option for wealth management with the recent opening of a new office by Wealthfront. Wealthfront is a national company that offers investment advice and management, and the Placer County office is their first in Northern California. Wealthfront is an online-only company, which allows them to keep their overhead costs low and pass those savings on to their clients. They also offer a unique program called Path, which provides personalized investment advice based on each individual's goals and risk tolerance.

Estate Planning Lawyer

Estate planning lawyers can help Placer County, CA residents in a number of ways. For one, they can help people create wills and trusts. They can also help people set up guardianship for their children in the event that something happens to them. And finally, estate planning lawyers can help people manage their assets during their lifetimes and after they die.

Mortgage Loan Officer

Mortgage loan officers can help Placer County, CA residents in a number of ways. They can help people find the best mortgage rates, guide them through the application process, and answer any questions they may have about mortgages. In addition, mortgage loan officers can help people who are struggling to make their monthly payments by refinancing their mortgages or modifying their loans.

Tax Services

Tax accountants are essential for individuals and businesses in Placer County, CA. They can help residents understand their tax responsibilities and file their taxes correctly and on time. Tax accountants can also help businesses find tax breaks and deductions that can save them money. By working with a tax accountant, Placer County residents can rest assured that they are taking care of their tax obligations and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Placer County, CA