Humboldt County, CA Financial Advisors and Resources



Financial Advisor Firms in Humboldt County, 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


How Retirement-Friendly is Humboldt County, CA?

  • Population: 135,940
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $326,000
  • Average Monthly Housing Cost: $1,034
  • Average Household Income: $68,313
  • 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.)


Humboldt County, CA Financial Advisor FAQs

Financial advisors help provide financial action plans for all sorts of people, from heads of families to recent college graduates. It's wise to get an advisor who can best suit your needs.
A financial advisor is just like any other professional who can answer your questions about how best to organize your finances. A good financial advisor will listen attentively to what's most important to his client, order her priorities in order of importance, and then recommend appropriate courses of action that correspond with those priorities.
You should look for someone who has passed the Series 7 and Series 66 examination offered by the Financial Industry Regulatory Authority (FINRA). A FINRA Series 7 license indicates a person can sell or offer securities for sale without supervision of a broker-dealer.
Financial advisors help make investments more secure by providing expert knowledge on various aspects of finance such as annuities, dividends and bonds while balancing risk.