Fresno County, CA Financial Advisors and Resources



Financial Advisor Firms in Fresno County, 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 County, CA?

  • Population: 984,521
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $262,900
  • Average Monthly Housing Cost: $1,106
  • Average Household Income: $74,776
  • 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 County, CA Financial Advisor FAQs

You need a financial advisor to help you plan your finances because no one can predict the future. Financial advisors are experts in evaluating potential investments and pointing out both long-range strategies along with day-to-day concerns.
A financial advisor is a person or professional who usually provides investors with guidance as to how to make smart decisions about what investments to buy and whether they are appropriate for the investor. In some cases, a financial advisor will manage an individual's finances via their portfolio on behalf of the client.
In order to give sound advice, a professional should have no less than seven years of full-time experience in personal investments. Additionally, they must be a Certified Financial Planner who is seeking to provide objective advice and not pushing sales products.
A financial advisor helps clients make decisions about their finances. His/her role is to provide efficient portfolio management and investment analysis, which can free up time for their clients.