Retirement Planning in Granite Bay, CA

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Top Retirement Planners in Granite Bay, CA

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Pension Planners LLC
Location 4186 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 791-9095
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Beverly Group Inc
Location 9848 Beckenham Dr, Granite Bay, CA 95746, USA
Phone (916) 783-3552
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8780 Auburn Folsom Rd Suite 300, Granite Bay, CA 95746, USA
Phone (916) 791-1326
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
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9700 Village Center Dr Suite 150, Granite Bay, CA 95746, USA
Phone (916) 791-7865
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Mc Lean Group
Location 6806 Fallsbrook Ct #2, Granite Bay, CA 95746, USA
Phone (916) 929-0900
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Monolith Financial Group
5 out of 5
Location 6806 Fallsbrook Ct Ste 1, Granite Bay, CA 95746, USA
Phone (916) 367-6430
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Dynamic Wealth Strategies, LLC
Location 9700 Village Center Dr suite 50-a, Granite Bay, CA 95746, USA
Phone (916) 673-3470
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Steele Financial Partners
Location 5905 Granite Lake Dr, Granite Bay, CA 95746, USA
Phone (916) 846-7733
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SEC File# 801-62193
CRD# 175112
Location 1410 Rocky Ridge Dr #150, Roseville, CA 95661, USA
Phone (916) 924-7527
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Raymond James Financial Services
Location 4100 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 984-2397
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Abound Financial
SEC File# 801-80386
CRD# 173194
5 out of 5
Location 4180 Douglas Blvd Suite 200, Granite Bay, CA 95746, USA
Phone (916) 846-7780
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Ryan Kelly - SAFE Credit Union - Wealth Advisor
5 out of 5
Location 8789 Auburn Folsom Rd B, Granite Bay, CA 95746, USA
Phone (916) 979-7233
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Spectrum Wealth Advisors
SEC File# 801-114024
CRD# 298632
Location 5925 Granite Lake Dr STE 130, Granite Bay, CA 95746, USA
Phone (916) 772-5970
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Optimum Financial Planning
Location 6557 Ashton Ct, Granite Bay, CA 95746, USA
Phone (916) 473-5439
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Daily Bread Financial Planning
Location 121 Dunbarton Ct, Granite Bay, CA 95746, USA
Phone (916) 740-2160
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Merrill Investment & Retirement Financial Center
Location 7060 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 781-4560
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OneSource Health and Wealth Management
Location 4080 Cavitt Stallman Rd Suite 200, Granite Bay, CA 95746, USA
Phone (888) 268-8884
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Verdeo Financial and Insurance Services
Location 4168 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 878-1045
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Judy Steele, Steele Financial Partners Inc
Location 5905 Granite Lake Dr, Granite Bay, CA 95746, USA
Phone (916) 846-7733
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Retirement Planning in Granite Bay, CA

About Granite Bay, CA for Those Planning to Retire

Nestled in the heart of Placer County, Granite Bay, CA is a stunning suburban community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the majestic Folsom Lake to the sprawling Granite Bay Golf Club, this town is a haven for nature enthusiasts and golf aficionados alike. At the same time, Granite Bay is home to several major employers, including Hewlett Packard Enterprise, Oracle Corporation, and Kaiser Permanente, providing ample employment opportunities for residents. As for transportation, Granite Bay is conveniently situated near several major highways and streets, including Interstate 80, State Route 65, and Douglas Boulevard, making it easy for residents to commute to nearby cities and towns. When it comes to neighborhoods, Granite Bay has a diverse range of options, from the luxurious estates of Los Lagos to the family-friendly community of Ashley Woods.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a prosperous community located in the heart of Placer County, Granite Bay, CA, is home to many affluent residents who require the services of a reliable bank. One of the most common ways that a bank can assist the residents of Granite Bay is by providing personalized financial solutions that cater to their unique needs. With a population that is largely made up of successful entrepreneurs, business owners, and high net worth individuals, the bank can offer tailored financial advice, investment opportunities, and wealth management services to help them achieve their financial goals. Additionally, the bank can provide residents with access to credit facilities, such as mortgages and lines of credit, to help them purchase homes, invest in their businesses, or finance their children's education. With its advanced banking technology and experienced staff, a bank in Granite Bay can offer a comprehensive suite of financial services that are specifically designed to meet the needs of this affluent community.

Insurance Broker

Residents of Granite Bay, CA can benefit greatly from the services of an insurance broker. With its affluent population and high-value homes, Granite Bay requires specialized insurance coverage that is tailored to the needs of its residents. An insurance broker can help residents navigate the complex world of insurance, ensuring that they have the right coverage for their unique circumstances. They can help residents find policies that cover everything from their homes and vehicles to their businesses and personal liability. Additionally, an insurance broker can help residents find the best rates on insurance policies, saving them money in the long run. With the help of an insurance broker, residents of Granite Bay can have peace of mind knowing that they are protected in the event of an unexpected loss or accident.

Wealth Management

Residents of Granite Bay, CA could greatly benefit from the expertise of a wealth manager in a multitude of ways. Given that Granite Bay is a relatively affluent community, a wealth manager could assist with investment strategies, tax planning, and estate planning. With the ever-changing tax laws and regulations, a wealth manager could help residents navigate the complexities of tax planning to ensure that they are maximizing their tax benefits and minimizing their liabilities. Additionally, with the high cost of living in Granite Bay, a wealth manager could help residents develop a comprehensive financial plan that takes into account their long-term financial goals and objectives. This could include strategies for saving for retirement, funding education expenses for their children, and creating a legacy for future generations. With the right wealth manager, residents of Granite Bay could feel confident that their financial future is secure and well-planned.

Financial Advisor

Residents of Granite Bay, CA could benefit from the expertise of a financial advisor in several ways. One particular area where a financial advisor could be of great help in this affluent community is in estate planning. With an average home value of over $1 million, many Granite Bay residents have substantial assets that they want to protect and pass on to their heirs. A financial advisor can assist with creating a comprehensive estate plan that takes into account the unique needs and goals of each individual client. This may include setting up trusts, creating a will, and developing a strategy for minimizing taxes on inherited assets. Additionally, a financial advisor can provide guidance on investment strategies, retirement planning, and managing debt, all of which are crucial to achieving long-term financial security in a community like Granite Bay.

Mortgage Loan Officer

Residents of Granite Bay, CA can benefit from the services of a mortgage loan officer in a variety of ways. With the median home value in Granite Bay being $1.3 million, many residents may require assistance in securing a mortgage loan to purchase their dream home. Additionally, a mortgage loan officer can advise residents on the best mortgage options available to them, taking into account their financial situation and long-term goals. The officer can also help residents refinance their existing mortgages to take advantage of lower interest rates or to tap into their home equity for other purposes. With the complex nature of the mortgage industry, having a knowledgeable and experienced mortgage loan officer can make all the difference in ensuring that residents of Granite Bay can achieve their homeownership goals.

Tax Services

Residents of Granite Bay, CA would greatly benefit from the expertise of a tax advisor in navigating the complexities of the tax system. With a median household income of over $150,000, many residents are subject to higher tax rates and may require specialized advice on minimizing their tax liability. Additionally, the area is known for its affluent population and high property values, which can lead to unique tax considerations such as estate planning and property tax assessments. A tax advisor can also provide guidance on deductions and credits that may be available to Granite Bay residents, such as those related to charitable contributions or home office expenses. Overall, the knowledge and experience of a tax advisor can help residents of Granite Bay make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Granite Bay, CA residents can benefit from the services of an estate planning lawyer in a number of ways. Firstly, the lawyer can assist in creating a comprehensive estate plan that takes into account the unique needs and circumstances of the individual. This includes drafting wills and trusts, establishing powers of attorney, and developing strategies to minimize taxes and avoid probate. Additionally, an estate planning lawyer can help Granite Bay residents navigate complex legal issues related to their estates, such as property disputes and inheritance disputes. In particular, given the high net worth of many Granite Bay residents, an estate planning lawyer can provide invaluable guidance on how to protect assets and ensure that they are distributed according to the individual's wishes.

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