Folsom, CA Financial Advisors and Resources



Financial Advisor Firms in Folsom, CA


PRUDENT INVESTOR ADVISORS, LLC

Website

(866) 446-1848

101 Parkshore Drive, Suite 100

Folsom, CA 95630

SEC#: 801-63481
Years in Business: 17 years

CAPITAL REGION FINANCIAL GROUP, LLC

Website

(916) 985-6000

101 Parkshore Drive
Suite 100
Folsom, CA 95630

SEC#: 801-71888
Years in Business: 10 years

PLANNED SOLUTIONS, INC.

Website

(916) 361-0100

1130 Iron Point Road #170

Folsom, CA 95630

SEC#: 801-33162
Years in Business: 32 years

VERIPAX WEALTH MANAGEMENT, LLC

Website

(916) 358-5635

101 Parkshore Dr., Ste 100

Folsom, CA 95630

SEC#: 801-113371
Years in Business: 3 years

GASBER FINANCIAL ADVISORS, INC

Website

(916) 985-2594

81 Blue Ravine Road
Suite 250
Folsom, CA 95630

SEC#: 801-72295
Years in Business: 10 years

HIGHTOWER ADVISORS, LLC

Website

(916) 287-0128

80 Blue Ravine Rd
Suite 180
Folsom, CA 95630

SEC#: 801-69625
Years in Business: 13 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(916) 712-9669

1024 Iron Point

Folsom, CA 95630

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(916) 221-0883

2012 Tarbolton Cir

Folsom, CA 95630

SEC#: 801-79938
Years in Business: 7 years

HIGHTOWER ADVISORS, LLC

Website

(916) 287-0128

80 Blue Ravine Rd
Suite 180
Folsom, CA 95630

SEC#: 801-69625
Years in Business: 13 years


How Retirement-Friendly is Folsom, CA?

  • Population: 78,159
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $537,000
  • Average Monthly Housing Cost: $1,969
  • Average Household Income: $132,609
  • 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.)


Folsom, CA Financial Advisor FAQs

Yes. A financial advisor can be your best advocate in your quest to build lifetime wealth for you and your loved ones. They can help by guiding you with honest, trust-based advice on the way to create a strategy that fits with who you are and what's most important in life.
A financial advisor provides advice on the best investments for an individual.
Financial advisors charge a fee that's a function of the size and complexity of an investor's accounts. Fee types include commissions, loads, wrap fees, advisory fees, portfolio management fees and planning sessions with in-person meeting.
It is important to find a financial advisor who is willing and able to listen, take an interest in your particular situation, and provide tailored advice.