Best Financial Advisors in Shasta County, CA

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List of Firms

Shasta County, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Cathi Cummings
Location 2697 Victor Ave Ste A, Redding, CA 96002, USA
Phone (530) 221-3179
Jason Richart-LPL Financial

5 out of 5

Location 1388 Court St #2, Redding, CA 96001, USA
Phone (530) 255-4575
Edward Jones - Financial Advisor: Christopher R Mayer, AAMS™

3 out of 5

Location 351 Northpoint Dr D, Redding, CA 96003, USA
Phone (530) 246-1800
David Chapple LPL Financial
Location 2400 Washington Ave Ste 300, Redding, CA 96001, USA
Phone (530) 242-6155
Edward Jones - Financial Advisor: David M Dinius
SEC File# 801-3297
CRD# 250
Location 2400 S Bonnyview Rd Ste 120, Redding, CA 96001, USA
Phone (530) 241-0291
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 2:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Christopher E Hall, AAMS™

4 out of 5

Location 926 E Cypress Ave Ste 900, Redding, CA 96002, USA
Phone (530) 223-3151
Edward Jones - Financial Advisor: Brian Scarr

5 out of 5

Location 1913 Court St, Redding, CA 96001, USA
Phone (530) 215-3466
Edward Jones - Financial Advisor: Kelly K Ankeny
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2185 Churn Crk Rd B, Redding, CA 96002, USA
Phone (530) 223-6550
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Anne E Johnson, ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 1425 Victor Ave suite c, Redding, CA 96003, USA
Phone (530) 226-7760
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Tiffany D Gilbert
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1447 Market St Suite A, Redding, CA 96001, USA
Phone (530) 246-8134
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 – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Ryan Dorosz, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2803 Bechelli Ln, Redding, CA 96002, USA
Phone (530) 223-3001
John Grimmett - Raymond James
Location 1250 Hilltop Dr, Redding, CA 96003, USA
Phone (530) 223-3307
Norcal Financial Group
Location 1320 Yuba St Suite 103, Redding, CA 96001, USA
Phone (530) 244-0225
Richard Hill - RBC Wealth Management Financial Advisor
Location 2515 Park Marina Dr Suite 201, Redding, CA 96001, USA
Phone (530) 806-1333
Tom Forcella Financial Advisor
Location 1600 Victor Ave, Redding, CA 96003, USA
Phone (530) 222-6301
Raymond James
Location 201 Lake Blvd, Redding, CA 96003, USA
Phone (530) 245-4664
Edward Jones - Financial Advisor: Michael J Pohlmeyer
Location 351 Northpoint Dr D, Redding, CA 96003, USA
Phone (530) 246-1800
Edward Jones - Financial Advisor: Brandon J Pereira, CFP®|ChFC®|AAMS™

5 out of 5

Location 350 Hartnell Ave Ste C, Redding, CA 96002, USA
Phone (530) 224-9394
Edward Jones - Financial Advisor: Eric Dues, AAMS™
SEC File# 801-3297
CRD# 250
Location 40 Hilltop Dr # B, Redding, CA 96003, USA
Phone (530) 605-1420
Edward Jones - Financial Advisor: Josh Sternberg
Location 2615 Ganyon Dr Suite 1, Anderson, CA 96007, USA
Phone (530) 365-2238
Edward Jones - Financial Advisor: Jeremy J Holstrom, AAMS™
SEC File# 801-3297
CRD# 250
Location 350 Hartnell Ave Ste C, Redding, CA 96002, USA
Phone (530) 224-9394
Edward Jones - Financial Advisor: John M Pohlmeyer II, CFP®|ChFC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1240 Churn Crk Rd Ste 200, Redding, CA 96003, USA
Phone (530) 224-7768
Rubicon Advisors
SEC File# 801-109012
CRD# 174447

5 out of 5

Location 1640 E Cypress Ave A, Redding, CA 96002, USA
Phone (530) 223-5357
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Retirement Lifestyles Advisors
Location 2520 Goodwater Ave suite B, Redding, CA 96002, USA
Phone (530) 377-5180
Theresa Nachman - Raymond James
Location 1726 Tehama St, Redding, CA 96001, USA
Phone (530) 648-9889
Andrew Freiberg - Thrivent
Location 1135 Pine St Suite 107, Redding, CA 96001, USA
Phone (530) 244-2203
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About Shasta County, CA

Shasta County is located in Northern California and is home to many popular landmarks including Mount Shasta, Mount Lassen, and Whiskeytown Lake. The top employers in the area include health care providers Mercy Medical Center and Dignity Health, retailers Walmart and Safeway, and the government sector with the Department of Defense and the Department of Veterans Affairs both having a large presence. Major highways and streets in the area include Interstate 5 and State Route 299, while neighborhoods include Redding, Anderson, and Shasta Lake.

Where Certified Financial Advisors in Shasta County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Shasta County, CA residents have a variety of banking services to choose from.Some banks offer full-service branches with tellers and loan officers available to help customers. Others provide telephone or online banking only, which may be more convenient for some people. And still others offer mobile banking, which allows customers to conduct transactions using their smartphones or other mobile devices.No matter what type of bank you choose, it's important to find one that offers the products and services you need. For example, if you want to save for retirement, you'll need a bank that offers a good savings account interest rate. Or if you need a loan for a home or car, you'll want to look for a bank with competitive rates and terms.

Insurance Broker

Residents of Shasta County, CA can benefit from the services of insurance brokers. These professionals can help people find the right insurance policies for their needs, and they can also provide advice on how to best protect oneself financially. In addition, insurance brokers can help residents save money on their premiums by negotiating better rates with insurers.

Retirement Planning

Shasta County, CA residents can benefit greatly from the help of a financial advisor when it comes to retirement planning.A recent study by the Employee Benefit Research Institute showed that people who work with a financial advisor are more likely to save for retirement and have a higher account balance than those who don't. In addition, those who work with an advisor are more likely to stick with their retirement savings plan even in tough times.If you live in Shasta County, CA and are looking for help getting your finances in order for retirement, a financial advisor is a great place to start. They can help you create a plan that fits your unique needs and budget, and will be there to help you stay on track as you move closer to retirement.

Wealth Management

Shasta County, CA residents have a lot of options when it comes to wealth management. There are a number of firms that offer comprehensive services, from investment advice and portfolio management to tax planning and estate administration. Choosing the right firm is essential. Look for one with experience and a proven track record, as well as a team of professionals who are knowledgeable in all aspects of wealth management. A good firm will work with you to develop a customized plan that meets your specific needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Shasta County, CA can help residents with a wide variety of tasks related to estate planning. This includes drafting wills and trusts, helping to identify and manage assets, and providing guidance on taxes and other legal issues. As a result, estate planning lawyers can play an important role in helping residents protect their assets and pass them on to heirs according to their wishes.

Mortgage Loan Officer

Mortgage loan officers can help Shasta County, CA residents in a number of ways. Mortgage loan officers are experts in the mortgage industry and can help residents find the best mortgage for their needs. They can also help residents apply for mortgages, and they can advise residents on how to get the best deals on mortgages. In addition, mortgage loan officers can help residents with refinancing and with home buying or selling.

Tax Services

Residents of Shasta County, CA can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents find deductions and credits that they may not have been aware of, which can result in a larger return at the end of the year. In addition, tax accountants can help residents stay organized and keep track of important financial documents throughout the year, which can make filing taxes much easier come April.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Shasta County, CA