Best Financial Advisors in Yuba City, CA

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List of Firms

Yuba City, CA Fiduciary Financial Advisors

Perrin-Preus Tara
Location 667 Plumas St # A, Yuba City, CA 95991, USA
Phone (530) 763-5026
Ellis Financial Services
Location 3500 S Township Rd, Yuba City, CA 95993, USA
Phone (530) 755-3325
Mia Gilli, Finance of America Mortgage LLC
Location 1054 Live Oak Blvd Room #1, Yuba City, CA 95991, USA
Phone (619) 888-7337
Owen Arnoff Tax Services

5 out of 5

Location 761 Plumas St Box 242, Yuba City, CA 95992, USA
Phone (530) 300-0066
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 312 1st St, Marysville, CA 95901, USA
Phone (530) 743-2642
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 – 4:00 PM Saturday: Closed Sunday: Closed
Behr & Associates

1 out of 5

Location 1650 Sierra Ave #101, Yuba City, CA 95993, USA
Phone (530) 671-9505
Eagle Strategies LLC, A Registered Investment Adviser
Location 440 N Palora Ave suite g, Yuba City, CA 95991, USA
Phone (530) 763-3044
Azim Financial Services
Location 1469 Butte House Rd # D, Yuba City, CA 95993, USA
Phone (530) 673-0502
Wells Fargo Advisors
Location 1286 Stabler Ln, Yuba City, CA 95993, USA
Phone (530) 821-4965
Freedom Tax
Location Yuba City, CA 95991, USA
Phone (530) 770-2274
Raymond James Financial Services
Location 1441 Colusa Ave, Yuba City, CA 95992, USA
Phone (530) 790-2661
Edward Jones
SEC File# 801-3297
CRD# 250

4 out of 5

Location 1512 Starr Dr Suite B, Yuba City, CA 95993, USA
Phone (530) 671-6454
Rose Mary Avila, Finance of America Mortgage LLC
Location 210 4th St, Marysville, CA 95901, USA
Phone (916) 508-4406
1st Millennium Insurance Agency
Location 430 Colusa Ave, Yuba City, CA 95991, USA
Phone (530) 777-0492
Ellis Financial Services

4 out of 5

Location 855 Harter Pkwy #320, Yuba City, CA 95993, USA
Phone (530) 755-3325
David Behr CPA

5 out of 5

Location 1650 Sierra Ave, Yuba City, CA 95993, USA
Phone (530) 671-9505
Faith & Integrity Financial
Location 870 E Onstott Rd E, Yuba City, CA 95991, USA
Phone (530) 822-5683
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 126 12th St, Marysville, CA 95901, USA
Phone (530) 741-1745
Integrity Group

1 out of 5

Location 1528 Poole Blvd, Yuba City, CA 95993, USA
Phone (530) 671-6669
New York Life Insurance Company

5 out of 5

Location 440 N Palora Ave G, Yuba City, CA 95991, USA
Phone (530) 763-3044
Betsy Peterson CPA

5 out of 5

Location 709 Mayfair Ave, Yuba City, CA 95991, USA
Phone (530) 329-8617
Sutter Buttes Business Services

5 out of 5

Location 1510 Poole Blvd #201, Yuba City, CA 95993, USA
Phone (530) 216-7394
West Coast Financial Services Inc
Location 449 Lynn Way, Yuba City, CA 95991, USA
Phone (530) 671-0848
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1103 Butte House Rd A, Yuba City, CA 95991, USA
Phone (530) 671-2179
Tiffany Chatkara, Finance of America Mortgage LLC
Location 210 4th St, Marysville, CA 95901, USA
Phone (530) 300-2869
Bank of America (with Drive-thru ATM)

2 out of 5

Location 1100 Butte House Rd, Yuba City, CA 95991, USA
Phone (530) 671-8488
Fidelity Integrated Financial
Location Yuba City, CA 95991, USA
Phone (530) 713-3012
Wells Fargo Advisors
Location 900 Colusa Ave, Yuba City, CA 95991, USA
Phone (530) 751-9102
Gray's Business Solutions
Location 604 B St C, Yuba City, CA 95991, USA
Phone (530) 671-3950
Citizens Business Bank

2 out of 5

Location 700 Plumas St, Yuba City, CA 95991, USA
Phone (530) 674-8900
Marcia E Myers Bookkeeping-Tax
Location 1341 Gray Ave, Yuba City, CA 95991, USA
Phone (530) 671-7397
Law Office of Robert Ash
Location 1634 Poole Blvd #300, Yuba City, CA 95993, USA
Phone (844) 763-8233
Atlas Financial Advisors, Inc.
SEC File# 801-120944
CRD# 160276
Location 330 9th St, Marysville, CA 95901, USA
Phone (530) 589-2515
Boyer Investment Management
Location 1190 Civic Center Blvd, Yuba City, CA 95993, USA
Phone (530) 671-6060
Sharece Vanmeurs, Bankers Life Agent
Location 855 Harter Pkwy STE 240, Yuba City, CA 95993, USA
Phone (916) 724-0501
Norcal Payroll
SEC File# 801-111055
CRD# 158043
Location Yuba City, CA 95991, USA
West Coast Financial Services

5 out of 5

Location 728 5th St, Marysville, CA 95901, USA
Phone (530) 634-6868
Unique Writers

5 out of 5

Location 950 Tharp Rd STE 800, Yuba City, CA 95993, USA
Phone (530) 674-0100
Edward Jones
SEC File# 801-3297
CRD# 250
Location 832 Richland Rd Suite A, Yuba City, CA 95991, USA
Phone (530) 673-7012
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About Yuba City, CA

Yuba City is a city located in Northern California, and it is known for its agriculture industry. The top employers in the city are the county government, Yuba County School District, and Sutter County. Some of the major highways and streets in Yuba City include Highway 99 and Olive Highway. There are also several neighborhoods in Yuba City, including Live Oak, Arboga, and Linda.

Where Certified Financial Advisors in Yuba City, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Yuba City, CA provide a variety of services to their customers. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and investment advice. In addition to these services, many banks offer online banking and mobile banking which allow customers to conduct transactions from anywhere at any time. This convenience is especially beneficial for people who are always on the go.

Insurance Broker

Residents of Yuba City, CA can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also provide advice on how to make sure that their coverage is adequate. In addition, insurance brokers can help residents save money on their premiums.

Retirement Planning

Financial advisors can help Yuba City, CA residents with retirement planning in a number of ways. One way is to provide guidance on how much money people will need saved in order to retire comfortably. Advisors can also help people invest their money wisely so that it grows over time. In addition, advisors can offer advice on when to start taking Social Security benefits and how to draw down one's savings gradually rather than all at once. All of these services can be invaluable in helping people make the most of their retirement years.

Wealth Management

Residents of Yuba City, CA can benefit from wealth management services in order to protect their assets and achieve their financial goals. By working with a qualified wealth manager, residents can create a custom plan that fits their unique needs and helps them stay on track for the future.

Estate Planning Lawyer

If you live in Yuba City, CA and want to make sure that your assets are distributed according to your wishes after you die, then you need to see an estate planning lawyer. Estate planning lawyers can help you create a will or trust that ensures your assets go to the people or organizations you choose. They can also help you set up powers of attorney and health care directives so that your loved ones don't have to go through the hassle and expense of probate court after you die.

Mortgage Loan Officer

Mortgage loan officers in Yuba City, CA can help residents by providing them with the best rates and terms available. By shopping around for a mortgage, residents can save money on their home purchase. Loan officers can also help people who are interested in refinancing their mortgage to get a lower interest rate. Residents should consult with a loan officer to find out what programs are available to them.

Tax Services

Tax accountants can help Yuba City residents by filing their taxes and giving them advice on how to get the most out of their tax return. They can also help residents stay up to date on the latest changes to the tax code so that they can make the most of their refund.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Yuba City, CA