Best Financial Advisors in Sacramento County, CA

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List of Firms

Sacramento County, CA Fiduciary Financial Advisors

Financial Network Wealth Advisors
SEC File# 801-123661
CRD# 318842
Location 1300 Ethan Way Unit 150, Sacramento, CA 95825, USA
Phone (916) 643-1400
Language http://www.myfnwa.com/
Directions
Simpson Wealth Planning
Location 2277 Fair Oaks Blvd Suite 425, Sacramento, CA 95825, USA
Phone (916) 333-5910
Language https://www.simpsonwealthplanning.com/
Directions
Emma Kerss - Financial Advisor, Ameriprise Financial Services, LLC
Location 2804 Gateway Oaks Dr Ste 190, Sacramento, CA 95833, USA
Phone (916) 432-1941
Language https://www.ameripriseadvisors.com/emma.f.kerss/?cid=IP_local_google
Directions
Lucas Group Financial Planners
SEC File# 801-112737
CRD# 130163
Location 1545 River Park Dr #401, Sacramento, CA 95815, USA
Phone (916) 921-9220
Language http://www.lucasplanners.com/
Directions
Devon Robb - Financial Advisor, Ameriprise Financial Services, LLC
Location 2150 River Plaza Dr Ste 290, Sacramento, CA 95833, USA
Phone (916) 567-0489
Language https://www.ameripriseadvisors.com/team/structure-financial-group/financial-advice-team/Devon.K.Robb/?cid=IP_local_google
Directions
Financial Advisors | U.S. Bancorp Investments
Location 1851 Heritage Ln Ste 250, Sacramento, CA 95815, USA
Phone (916) 924-4545
Language https://www.usbank.com/wealth-management/find-an-advisor/ca/sacramento.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Financial Advisors in Sacramento County, CA

Where Certified Financial Advisors in Sacramento County, CA Serve

Sacramento County, located in northern California, is a vibrant and diverse community boasting numerous landmarks, top employers, major highways and streets, and unique neighborhoods. The county is home to the iconic California State Capitol building, the historic Tower Bridge, and the Sacramento Zoo, which houses over 500 animals from around the world. With a thriving economy, Sacramento County is home to top employers such as Intel, Kaiser Permanente, and Sutter Health, providing ample employment opportunities for residents. Major highways and streets in the county include Interstate 5, Highway 50, and J Street, which runs through the heart of downtown Sacramento. Neighborhoods in Sacramento County range from the trendy Midtown district, known for its art galleries and farm-to-table restaurants, to the family-friendly suburbs of Elk Grove and Folsom. With its rich history, diverse culture, and endless opportunities, Sacramento County is a truly unique and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sacramento County, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which can be found throughout the county. These branches offer a range of services, including checking and savings accounts, loans, and investment products. Another popular option is online banking, which allows residents to manage their finances from the comfort of their own homes. Sacramento County is also home to a number of credit unions, which are member-owned financial institutions that offer many of the same services as traditional banks. One thing that sets Sacramento County apart from other areas is the strong emphasis on community banking, with many local banks and credit unions that are dedicated to serving the needs of their neighbors and supporting the local economy.

Insurance Broker

Residents of Sacramento County, CA can benefit greatly from the services of an insurance broker. With the ever-changing insurance market, it can be difficult to navigate the complex world of insurance policies and find the coverage that best fits your needs. An insurance broker can help residents of Sacramento County, CA by providing personalized guidance and advice on the different types of insurance available, such as health, auto, and home insurance. They can also help residents find policies that are specific to the area, such as flood insurance due to the county's proximity to the Sacramento River. By working with an insurance broker, residents can ensure they have the right coverage for their unique circumstances and can have peace of mind knowing they are protected in case of an unexpected event.

Retirement Planning

Residents of Sacramento County, CA can greatly benefit from the services of a retirement planner. With the county's diverse population and varying income levels, a retirement planner can help individuals create a personalized plan for their future. Sacramento County has a large number of government employees, including those who work for the state capital, and a retirement planner can assist these individuals with navigating the complexities of their retirement benefits. Additionally, with the county's high cost of living, a retirement planner can help residents determine how much they need to save in order to maintain their lifestyle in retirement. Overall, a retirement planner can provide invaluable guidance and peace of mind to Sacramento County residents as they plan for their golden years.

Wealth Management

Residents of Sacramento County, CA can benefit greatly from the services of a wealth manager. With its diverse economy and growing population, Sacramento County presents unique financial challenges to its residents. A wealth manager can provide guidance on investments, retirement planning, and tax strategies tailored to the specific needs of Sacramento County residents. For example, with the region's high cost of living, a wealth manager can help residents navigate the real estate market and make informed decisions about home ownership. Additionally, with the county's large agricultural sector, a wealth manager can provide expertise on estate planning and succession planning for family-owned farms and businesses. Overall, a wealth manager can help Sacramento County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Sacramento County, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. With the high cost of living in Sacramento County, many residents may need assistance in finding the right loan program that fits their financial situation. Mortgage loan officers can also provide guidance on the various down payment assistance programs available in the area, helping residents to secure the funds they need to purchase a home. Additionally, with the recent influx of new residents to Sacramento County, a mortgage loan officer can provide valuable insight into the local real estate market and help residents find the most affordable and desirable neighborhoods to live in.

Tax Services

Residents of Sacramento County, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Sacramento County residents is by helping them navigate the complex tax laws and regulations specific to California. For example, California has some of the highest state income tax rates in the country, and a tax advisor can help residents understand how to minimize their tax liability while still complying with state and federal tax laws. Additionally, Sacramento County has a diverse population with many small business owners, and a tax advisor can provide guidance on tax planning and compliance for these businesses. Overall, a tax advisor can help Sacramento County residents save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Sacramento County, CA can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist with drafting wills, trusts, and other important documents that ensure the proper distribution of an individual's assets after their passing. In Sacramento County, where the population is over 1.5 million people, an estate planning lawyer can help families navigate the complex legal system and avoid potential disputes over inheritance. Additionally, Sacramento County is home to many retirees and elderly residents who may require specialized estate planning services, such as long-term care planning and Medicaid eligibility. An estate planning lawyer can provide guidance and support to these individuals and their families, helping them to protect their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Sacramento County, CA

A financial advisor in Sacramento County, CA can provide a range of services to help individuals and businesses manage their finances. These services can include investment planning, retirement planning, tax planning, estate planning, and risk management. One specific aspect of Sacramento County that requires careful consideration is its diverse economy. With a mix of industries ranging from agriculture to technology, a financial advisor must have a deep understanding of the local market to provide effective advice. Additionally, Sacramento County is home to many small businesses, which may require specialized financial planning services to help them grow and succeed. With burstiness and complexity, a financial advisor can navigate these complexities and help clients achieve their financial goals.

Sacramento County, CA is the ultimate destination for financial advising. With its diverse economy and varied financial landscape, Sacramento County provides a plethora of opportunities for individuals seeking financial advice. The county boasts a thriving business community, including a robust tech sector and a bustling agricultural industry. This unique blend of industries creates a complex financial environment that requires expert guidance. Additionally, Sacramento County is home to a number of reputable financial institutions and advisory firms, each offering their own unique perspective and expertise. Whether you're looking to invest in the stock market, plan for retirement, or navigate the complexities of tax law, Sacramento County has the resources and professionals to help you achieve your financial goals. So, if you're looking for top-notch financial advising, look no further than Sacramento County, CA.