Fair Oaks, CA Financial Advisors and Resources



Financial Advisor Firms in Fair Oaks, CA


MARK GILLAM ENTERPRISES

Website

(916) 961-2200

8008 Sacramento Street

Fair Oaks, CA 95628

SEC#: 801-60067
Years in Business: 20 years

CROWN CAPITAL SECURITIES, L.P.

Website

(916) 863-7862

8080 Madison Ave.
Ste. 102A
Fair Oaks, CA 95628

SEC#: 801-57663
Years in Business: 21 years

CCG ASSET MANAGEMENT, LLC

Website

(775) 622-4250

7361 Robin Road

Fair Oaks, CA 95628

SEC#: 801-77640
Years in Business: 8 years

CCG ASSET MANAGEMENT, LLC

Website

(775) 622-4250

7361 Robin Road

Fair Oaks, CA 95628

SEC#: 801-77640
Years in Business: 8 years

CROWN CAPITAL SECURITIES, L.P.

Website

(916) 863-7862

8080 Madison Ave.
Ste. 102A
Fair Oaks, CA 95628

SEC#: 801-57663
Years in Business: 21 years


How Retirement-Friendly is Fair Oaks, CA?

  • Population: 31,032
  • % of Population 62 Years and Over: 27.1%
  • Average Home Value: $486,200
  • Average Monthly Housing Cost: $1,593
  • Average Household Income: $120,580
  • 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.)


Fair Oaks, CA Financial Advisor FAQs

You should hire an advisor if you do not have enough time or knowledge to purchase good low-cost investments on your own or a properly diversified portfolio that matches your goals and time horizon.
Ask about his/her credentials, fee structure, and past engagements with clients.
Financial advisors are typically compensated through commissions, hourly fees, or a combination of the two.
If you are not sure how to save for retirement, need investments or life insurance, or have estate planning questions, it is time to consider a financial advisor. The complexity of the financial world leads us back to the idea of having a professional to consult with from time-to-time.