Fresno, CA Financial Advisors and Resources



Financial Advisor Firms in Fresno, CA


REGENCY INVESTMENT ADVISORS INC

Website

(559) 438-2640

1312 W Herndon, Suite 101

Fresno, CA 93711

SEC#: 801-44406
Years in Business: 28 years

PLAN FINANCIAL

Website

(559) 433-1110

9 E River Park Pl E, Suite 440

Fresno, CA 93720

SEC#: 801-112596
Years in Business: 3 years

FORD FINANCIAL GROUP

Website

(559) 449-8690

5260 N. Palm Avenue
Suite 221
Fresno, CA 93704

SEC#: 801-108765
Years in Business: 4 years

PATHWAYS ADVISORY GROUP, INC.

Website

(559) 431-4700

684 West Cromwell Avenue
Suite 103
Fresno, CA 93711

SEC#: 801-67921
Years in Business: 14 years

BRIDGEWEALTH ADVISORY GROUP, LLC

Website

(559) 432-6100

986 West Alluvial Ave.
Suite 101
Fresno, CA 93711

SEC#: 801-112758
Years in Business: 3 years

PORTFOLIO ADVISORS, INC.

Website

(559) 432-8400

7571 N. Remington Ave., Ste. 105

Fresno, CA 93711

SEC#: 801-38220
Years in Business: 30 years

SCF INVESTMENT ADVISORS, INC.

Website

(559) 456-6108

155 E. Shaw Avenue
#102
Fresno, CA 93710

SEC#: 801-71206
Years in Business: 11 years

WHELAN FINANCIAL

Website

(559) 228-8002

735 West Alluvial Ave. #101

Fresno, CA 93711

SEC#: 801-40071
Years in Business: 29 years

PRIVATE WEALTH ADVISORS

Website

(559) 451-3463

7447 N. First Street
Suite 202
Fresno, CA 93720

SEC#: 801-68605
Years in Business: 13 years


How Retirement-Friendly is Fresno, CA?

  • Population: 525,010
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $248,700
  • Average Monthly Housing Cost: $1,094
  • Average Household Income: $69,880
  • 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.)


Fresno, CA Financial Advisor FAQs

Some important questions you might want to ask a financial advisor are: Why do some people recommend asset allocation, while others say that you'll end up with more or less the same result no matter what? How should I decide on an investment portfolio for retirement given my appetite for risk? What types of fees does this company charge? If your advisor recommends one thing and banks recommend another, where should I put my money--and why?
Yes. A financial advisor can help you get a better understanding of the data that relates to your financial situation, and it will be much easier to make decisions with a long-term perspective in mind. It's also important to have someone else think about how their heart would fare if he or she had to withdraw from the account at a certain point in time, for who knows when anything could happen.
If you’re looking for a financial advisor, start by asking friends and family for references. They might have learned something from a negative experience that will help you avoid it.
A financial advisor helps you to build, grow, and protect your assets to secure your financial goals. Your goal may be something as simple as buying a car or something as complicated as saving for retirement.