Imperial County, CA Financial Advisors and Resources

Financial Advisor Firms in Imperial County, CA



(858) 752-8269

229 Main Street
# 105
Brawley, CA 92227

SEC#: 801-113081
Years in Business: 3 years

How Retirement-Friendly is Imperial County, CA?

  • Population: 180,701
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $212,900
  • Average Monthly Housing Cost: $936
  • Average Household Income: $64,355
  • 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.)

Imperial County, CA Financial Advisor FAQs

A financial advisor can help you develop a financial plan to stay on track with your goals, while guiding you through both the ups and downs of markets. They also help manage investment risks by advocating for more conservative investments in some instances.
A financial advisor is a trained professional who has been given the responsibility of assisting you with all aspects of your finances. They will counsel you on the decisions that need to be made, which can range from saving for retirement or buying a house.
First and foremost, it's important for any advisor to be trustworthy. There are several things you can do to check if an advisor is trustworthy including asking them how their fee structure works, does the position entail risk or not, and how long he or she has been in business.
Financial advisors work with clients to create a plan that works for them, then manage the day-to-day tasks necessary for that client’s investments. This includes checking how the stock market has been performing and correcting portfolios when needed.