Best Financial Advisors in Templeton, CA

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Templeton, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 294 S Main St, Templeton, CA 93465, USA
Phone (805) 434-9359
Directions
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Edward Jones - Financial Advisor: Matt Oppedahl, AAMS™
SEC File# 801-3297
CRD# 250
Location 520 S Main St Suite B, Templeton, CA 93465, USA
Phone (805) 434-5336
Directions
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Garcia Wealth Management Group
SEC File# 801-119912
CRD# 311261
Location 613 S Main St, Templeton, CA 93465, USA
Phone (805) 434-2608
Directions
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Central Coast Financial Advisors
Location 5905 Capistrano Ave A, Atascadero, CA 93422, USA
Phone (805) 466-7121
Directions
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Bruce Williams
Location 544 12th St, Paso Robles, CA 93446, USA
Phone (805) 239-4388
Directions
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Thrivent Financial Templeton
Location 212 S Main St #101, Templeton, CA 93465, USA
Phone (805) 434-1940
Directions
Financial Advisors in Templeton, CA

Where Certified Financial Advisors in Templeton, CA Serve

Templeton, CA is a quaint town located in the heart of California's Central Coast. Nestled between the rolling hills and vineyards, this charming community boasts a rich history and a vibrant present. Landmarks such as the historic Templeton Feed & Grain, the Templeton Cemetery, and the Templeton Historical Museum showcase the town's heritage. The top employers in Templeton include Twin Cities Community Hospital, the Templeton Unified School District, and the Paso Robles Joint Unified School District. The town is easily accessible via major highways such as US 101 and CA-46, and its streets are lined with unique shops, restaurants, and cafes. Neighborhoods in Templeton range from cozy bungalows to sprawling estates, each with its own distinct character and charm. Whether you're looking for a peaceful retreat or a lively community, Templeton has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Templeton, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services like checking and savings accounts, ATM access, and loans. However, what sets Templeton apart from other small towns is the personalized service provided by local banks. With a strong sense of community, banks in Templeton take the time to get to know their customers and understand their unique financial needs. Whether it's helping a small business owner secure a loan or providing financial advice to a young family, banks in Templeton prioritize their customers' well-being.

Insurance Broker

Residents of Templeton, CA can benefit greatly from the services of an insurance broker. The town is known for its beautiful vineyards and wineries, which attract many tourists throughout the year. An insurance broker can help residents protect their homes and businesses from potential damage caused by natural disasters, such as wildfires and earthquakes, which are common in the area. Additionally, an insurance broker can provide guidance on the best health insurance plans available to residents, as well as help them navigate the complex world of auto insurance. With the help of an insurance broker, residents of Templeton, CA can have peace of mind knowing that they are adequately protected from life's uncertainties.

Retirement Planning

Residents of Templeton, CA could benefit greatly from the services of a retirement planner. With a population of just over 7,000 people, Templeton is a small town with a close-knit community. A retirement planner can help residents navigate the complex world of retirement planning, including choosing the right investment options, creating a budget, and planning for healthcare costs. Additionally, with the median age in Templeton being 43 years old, many residents are likely starting to think about their retirement plans. A retirement planner can help these individuals create a personalized plan to ensure they have the financial resources they need to enjoy their golden years. Overall, a retirement planner can be an invaluable resource for residents of Templeton, helping them to plan for a secure and comfortable retirement.

Wealth Management

Residents of Templeton, CA could greatly benefit from the expertise of a wealth manager in a variety of ways. For example, with Templeton being a small town in San Luis Obispo County, many of its residents may not have access to the same financial resources as those living in larger cities. A wealth manager can provide personalized financial planning and investment advice, helping residents make the most of their assets and plan for their future. Additionally, with Templeton being located in an area known for its vineyards and wineries, a wealth manager can assist residents in navigating the unique financial considerations that come with owning and operating a business in the wine industry. Overall, a wealth manager can provide invaluable guidance and support to the residents of Templeton, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Templeton, CA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for a new home or refinance an existing mortgage. One specific way a loan officer can help is by guiding residents through the process of obtaining a loan for a property in the highly desirable Templeton School District. With its excellent schools and small-town charm, Templeton is a sought-after location for families looking to settle down. A mortgage loan officer can also provide valuable advice and resources for first-time homebuyers, helping them navigate the complex process of purchasing a home. Overall, a mortgage loan officer can be an invaluable resource for residents of Templeton, CA looking to achieve their homeownership goals.

Tax Services

Residents of Templeton, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help Templeton residents is by providing guidance on the various tax breaks and deductions available to them. For example, Templeton is known for its thriving wine industry, and a tax advisor can help winery owners navigate the complex tax laws and regulations specific to the industry. Additionally, with the recent changes to the tax code, a tax advisor can help Templeton residents understand how the new laws will impact their individual tax situations and provide advice on how to minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to Templeton residents in navigating the often-confusing world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Templeton, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Templeton, a town known for its vineyards and wineries, as many residents may have valuable assets that need to be properly managed and distributed. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can save their loved ones time and money in the future. Overall, an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out after they are gone.

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