El Dorado County, CA Financial Advisors and Resources



Financial Advisor Firms in El Dorado County, CA


MW INVESTMENT STRATEGY

Website

(916) 608-4284

4370 Town Center Blvd.
Suite 220
El Dorado Hills, CA 95762

SEC#: 801-112626
Years in Business: 3 years

LAGUNITAS ASSET MANAGEMENT, INC.

Website

(916) 384-0050

1264 Hawks Flight Ct
Suite 290
El Dorado Hills, CA 95762

SEC#: 801-119512
Years in Business: 1 years

STATHEROS FINANCIAL SOLUTIONS, INC.

Website

(916) 932-1219

1101 Investment Blvd., Ste. 125

El Dorado Hills, CA 95762

SEC#: 801-117649
Years in Business: 2 years

VAN HULZEN ASSET MANAGEMENT

Website

(916) 608-4284

4370 Town Center Blvd.
Suite 220
El Dorado Hills, CA 95762

SEC#: 801-61884
Years in Business: 18 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 939-7604

3907 Park Drive
Suite 230
El Dorado Hills, CA 95762

SEC#: 801-107913
Years in Business: 5 years

CREATIVE PLANNING, LLC

Website

(866) 909-5148

4364 Town Center Blvd
Suite 216
El Dorado Hills, CA 95762

SEC#: 801-18564
Years in Business: 38 years

NFP RETIREMENT INC.

Website

(866) 443-1557

4364 Town Center Blvd
Suite 315
El Dorado Hills, CA 95762

SEC#: 801-66107
Years in Business: 15 years

NFP RETIREMENT INC.

Website

(866) 443-1557

4364 Town Center Blvd
Suite 315
El Dorado Hills, CA 95762

SEC#: 801-66107
Years in Business: 15 years

CREATIVE PLANNING, LLC

Website

(866) 909-5148

4364 Town Center Blvd
Suite 216
El Dorado Hills, CA 95762

SEC#: 801-18564
Years in Business: 38 years


How Retirement-Friendly is El Dorado County, CA?

  • Population: 188,563
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $476,300
  • Average Monthly Housing Cost: $1,590
  • Average Household Income: $110,041
  • 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.)


El Dorado County, CA Financial Advisor FAQs

A financial advisor can help you plan your investments, balance risk vs. reward, and make one money decisions easier.
A financial advisor is someone who provides advice on future capital, wealth and income. Financial advisors are based on their professional qualifications by law to provide advice.
Prospective advisor should have a large track-record of success. You should do some research to make sure they're as successful as they say they are.
Often times, financial advisors focus on investments and retirement planning. In the simplest terms, there are three main categories that that a financial advisor can work under: financial planning, investments, or one of the two combined.