Find a Financial Advisor in Eureka, CA

 

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We did the hard work of finding trustworthy partners in Eureka, CA.

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We Only Work With The Best Eureka Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Eureka, CA


  • Financial Advisor Close to Eureka, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Eureka, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Eureka, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Eureka financial advisors.
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How Retirement-Friendly is Eureka, CA?

  • Population: 26,966
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $285,400
  • Average Monthly Housing Cost: $984
  • Average Household Income: $62,953
  • 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.)



The Top Financial Advisor Firms in Eureka, CA

 

PREMIER FINANCIAL GROUP INC

Website

(707) 443-2741

725 Sixth Street

Eureka, CA 95501

SEC#: 801-38364
Years in Business: 30 years

PROSPERA FINANCIAL SERVICES, INC.

Website

(707) 441-1496

527 D Street

Eureka, CA 95501

SEC#: 801-65845
Years in Business: 15 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(314) 780-3393

724 Pin High Court

Eureka, CA 63025

SEC#: 801-72203
Years in Business: 10 years

PROSPERA FINANCIAL SERVICES, INC.

Website

(707) 441-1496

527 D Street

Eureka, CA 95501

SEC#: 801-65845
Years in Business: 15 years

UMPQUA INVESTMENTS, INC.

Website

(707) 444-6163

701 Fifth Street
Box 1007
Eureka, CA 95501

SEC#: 801-67179
Years in Business: 15 years

 


Eureka, CA Financial Advisor FAQs

First, educate yourself as much as you can on investing and financial history. Second, do not outsource your brain by blindly following someone else’s' advice just because they have an official designation from some organization. Make sure your potential advisor tells you what he charges you BEFORE he starts giving investment advice.
Financial advisors provide clients with financial advice so their clients can meet the goals they have when it comes to their money. For example, an advisor may help a client increase savings or prevent themselves from overspending in order to achieve long term financial stability. Financial advisors will often offer both web-based and in-person service for consultations and various levels of support.
Financial advisors help ensure that they have considered factors related to their clients' retirement dreams including how much clients have saved for retirement, their sources of income during retirement years, the type of assets they want in order to make these funds last throughout their lifetime as well as most current sources of income needed for supporting dependents or families.
Financial advisors are often compensated for their work using either a method called asset-based or fee-only compensation. The term fee-only refers to the fact that financial advisors who use this model only charge their clients based on the time they spend giving advice, not by what investments or products they sell.