Best Financial Advisors in Sacramento County, CA

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List of Firms

Sacramento County, CA Fiduciary Financial Advisors

Lucas Group Financial Planners
SEC File# 801-112737
CRD# 130163
Location 1545 River Park Dr #401, Sacramento, CA 95815, USA
Phone (916) 921-9220
Simpson Wealth Planning
Location 2277 Fair Oaks Blvd Suite 425, Sacramento, CA 95825, USA
Phone (916) 333-5910
Financial Network Wealth Advisors
SEC File# 801-123661
CRD# 318842
Location 1300 Ethan Way Unit 150, Sacramento, CA 95825, USA
Phone (916) 643-1400
Financial Advisors | U.S. Bancorp Investments
Location 1851 Heritage Ln Ste 250, Sacramento, CA 95815, USA
Phone (916) 924-4545
Devon Robb - Financial Advisor, Ameriprise Financial Services, LLC
Location 2150 River Plaza Dr Ste 290, Sacramento, CA 95833, USA
Phone (916) 567-0489
Emma Kerss - Financial Advisor, Ameriprise Financial Services, LLC
Location 2804 Gateway Oaks Dr Ste 190, Sacramento, CA 95833, USA
Phone (916) 432-1941
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About Sacramento County, CA

Sacramento County is located in Northern California and is the sixth-largest county in the state. The county seat is Sacramento, which is also the capital of California. Some of the major landmarks in Sacramento County include the State Capitol, Sutter's Fort, and Old Town Sacramento. The top employers in Sacramento County are the State of California, the County of Sacramento, Walmart, Intel, and Target. The major highways and streets in Sacramento County are Highway 50, Highway 99, I-5, and I-80. The neighborhoods in Sacramento County include Downtown Sacramento, Midtown Sacramento, East Sacramento, Arden-Arcade, Carmichael, Rancho Cordova, Folsom, and El Dorado Hills.

Where Certified Financial Advisors in Sacramento County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, which can vary depending on the bank. Some banks offer checking and savings accounts, as well as loans and credit cards. Others may specialize in providing mortgages, or investment advice. Banks also offer a wide range of online and mobile banking options, making it easy for customers to access their accounts from anywhere.

Insurance Broker

For residents of Sacramento County, CA who are in need of insurance, brokers can be a valuable resource. A good broker will help you find the right policy for your needs and budget, and will also be able to advise you on the best way to protect your family and assets. Brokers can also help you file claims and navigate the complex world of insurance coverage. If you're looking for insurance in Sacramento County, CA, it's definitely worth your time to consult with a broker.

Retirement Planning

Financial advisors can help Sacramento County, CA residents with retirement planning in a number of ways. For one, they can provide expert advice on how much money people will need to have saved in order to retire comfortably. They can also help people invest their money wisely so that it grows over time. In addition, financial advisors can offer guidance on when is the best time to start withdrawing money from retirement accounts and how much people should withdraw each year. Finally, they can provide support and encouragement throughout the retirement planning process.

Wealth Management

Wealth management is an important service that helps individuals and families protect their assets and grow their wealth. By working with a wealth manager, Sacramento County, CA residents can get help creating a financial plan, investing in the right assets, and making smart financial decisions. Wealth management can be especially helpful for those who are retired or nearing retirement, as it can help them make the most of their money and ensure they have enough to live on later in life.

Estate Planning Lawyer

Estate planning lawyers in Sacramento County, CA can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and health care directives, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Sacramento County, CA residents in a number of ways. They can provide advice on the best type of mortgage for each individual, as well as help people find the best rates and terms available. They can also assist people in the application process, and work with them to get their mortgages approved as quickly as possible. In addition, mortgage loan officers can offer advice on how to budget for a new home, and how to make sure that homeownership is affordable in the long run.

Tax Services

Tax accountants can help Sacramento County, CA residents in a few ways. First, they can help residents understand their tax liabilities and ensure they are paying the correct amount of taxes. Second, tax accountants can help businesses in Sacramento County file their tax returns and take advantage of any deductions or credits available. Finally, tax accountants can help residents plan for their future tax liabilities, which can help them save money in the long run.


FAQs About Personal Financial Advisors in Sacramento County, CA