Madera County, CA Financial Advisors and Resources

Financial Advisor Firms in Madera County, CA



(559) 658-5193

40312 Junction Drive

Oakhurst, CA 93644

SEC#: 801-56723
Years in Business: 22 years

How Retirement-Friendly is Madera County, CA?

  • Population: 155,433
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $257,300
  • Average Monthly Housing Cost: $1,117
  • Average Household Income: $74,861
  • 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.)

Madera County, CA Financial Advisor FAQs

It's getting harder and harder to stay financially healthy day by day, that's why it's important to have financial advice. Financial advisors can offer valuable insights into your finances - they offer expertise as well as assisting with investments and taxes-saving strategies.
A financial advisor, or wealth manager as they're sometimes called, can help clients reach their goals and ambitions through planning and administering personalized portfolios made up of stocks, bonds and other securities.
A financial advisor should have a high degree of ethics, be honest and provide you with the best deal possible. The three key qualities you want to assess are competence, dependability, and trustworthiness.
A financial advisor is someone who assists clients with managing their wealth by recommending securities or non-securities products in an effort to maximize client wealth over time by achieving suitably expected returns without undue risk exposures.