Davis, CA Financial Advisors and Resources



Financial Advisor Firms in Davis, CA


ARCHER POINTE WEALTH MANAGEMENT, LLC

Website

(530) 280-7340

231 D Street
Suite D
Davis, CA 95616

SEC#: 801-118935
Years in Business: 1 years

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Website

(530) 758-4921

1107 Kennedy Place
Suite 3
Davis, CA 95616

SEC#: 801-118793
Years in Business: 1 years

SYMPHONY FINANCIAL PLANNING LLC

Website

(530) 758-2885

1784 Picasso Avenue
Suite D
Davis, CA 95618

SEC#: 801-113617
Years in Business: 3 years

AGR PARTNERS LLC

Website

(530) 564-0626

221 First Street

Davis, CA 95616

SEC#: 801-107370
Years in Business: 5 years

NATIONWIDE SECURITIES, LLC

Website

(530) 753-0700

1777 Oak Ave Ste B

Davis, CA 95616

SEC#: 801-69260
Years in Business: 13 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(530) 757-4464

2050 Lyndell Terrace
Suite 110
Davis, CA 95618

SEC#: 801-58087
Years in Business: 20 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(530) 757-4464

2050 Lyndell Terrace
Suite 110
Davis, CA 95618

SEC#: 801-58087
Years in Business: 20 years


How Retirement-Friendly is Davis, CA?

  • Population: 68,543
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $660,400
  • Average Monthly Housing Cost: $1,670
  • Average Household Income: $106,058
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Davis, CA Financial Advisor FAQs

Do they have securities industry licenses? What are their qualifications? What is their investment philosophy? How do they charge for service? Do they provide advice about retirement planning, college savings, and long-term care insurance?
Yes. It's important to find someone you're comfortable with and who has the credentials and expertise to meet your needs.
Financial advisors are available at many different price ranges to meet your needs depending on the time commitment, services offered, and other requirements you may have.
You can do an online search using these factors and then contact them directly if you find someone that is a good match.