Jackson, CA Financial Advisors and Resources



Financial Advisor Firms in Jackson, CA


APS INVESTMENT MANAGEMENT GROUP

Website

(209) 223-0460

240 North Main Street

Jackson, CA 95642

SEC#: 801-118386
Years in Business: 1 years

VAN HULZEN ASSET MANAGEMENT, LLC

Website

(209) 223-1225

711 Court Street

Jackson, CA 95642

SEC#: 801-61884
Years in Business: 18 years


How Retirement-Friendly is Jackson, CA?

  • Population: 4,751
  • % of Population 62 Years and Over: 33.7%
  • Average Home Value: $295,600
  • Average Monthly Housing Cost: $1,024
  • Average Household Income: $66,370
  • 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.)


Jackson, CA Financial Advisor FAQs

Financial advisors are typically compensated by charging a percentage of the assets they manage for their clients. This percentage is called an Expense Ratio. The higher the Expense Ratio, the more incentive there is for that advisor to sell high-fee products or services to their clients.
Financial advisors are not required, but they can help you with financial decisions. It is up to the individual to decide what benefits an advisor would be able to provide that could make them worth paying for.
The most important aspect in selecting someone for this position is finding out who they work with and what kind of investments they will put your money into. You need an advisor who can provide both comprehensive knowledge about assets and general investing skills, so find out which type of advisor the prospective candidate will work with before deciding on which one might be right for you.
A financial advisor evaluates a client’s risk tolerance and comprehensive needs. They research and analyze investments and other potential solutions to achieve or protect short- or long-term goals such as retirement; whether it be through saving, tax management, legacy planning, liquidity needs assessment; insurance protection; strategic philanthropy; trust creation.