Napa County, CA Financial Advisors and Resources



Financial Advisor Firms in Napa County, CA


5T WEALTH, LLC

Website

(707) 224-1340

595 Coombs Street

Napa, CA 94559

SEC#: 801-58183
Years in Business: 18 years

HARRINGTON INVESTMENTS, INC.

Website

(707) 252-6166

1001 Second Street
Suite 325
Napa, CA 94559

SEC#: 801-17932
Years in Business: 38 years

DEDORA CAPITAL, INC.

Website

(707) 253-0681

1600 Main Street

Napa, CA 94559

SEC#: 801-96227
Years in Business: 6 years

NAPA WEALTH MANAGEMENT

Website

(707) 252-1343

1836 Second Street

Napa, CA 94559

SEC#: 801-106825
Years in Business: 5 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(707) 492-5100

700 Main St.
Suite 305
Napa, CA 94559

SEC#: 801-71546
Years in Business: 11 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(707) 254-0155

1030 Seminary Street
Suite D
Napa, CA 94559

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(707) 815-6295

3663 Solano Ave
Unit 218
Napa, CA 94558

SEC#: 801-107913
Years in Business: 5 years

ADVISOR RESOURCE COUNCIL

Website

(707) 603-2663

1700 Soscol Ave
Ste 25
Napa, CA 94559

SEC#: 801-76667
Years in Business: 9 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(707) 224-7424

1030 Seminary St
Ste A
Napa, CA 94559

SEC#: 801-57198
Years in Business: 21 years


How Retirement-Friendly is Napa County, CA?

  • Population: 139,623
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $654,700
  • Average Monthly Housing Cost: $1,791
  • Average Household Income: $123,451
  • 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.)


Napa County, CA Financial Advisor FAQs

Financial advisors can use personal knowledge and experience to make decisions about the right investments for you. These professionals help you manage your finances and plan for retirement.
A financial advisor is someone who helps guide you through the myriad of decisions that you face when it comes to managing your money. They are trained professionals that handle the many complexities of the financial world.
You will need to see how much experience they have working with clients like yourself in similar situations. Higher experience equals greater knowledge which translates into better advice for your specific situation.
A financial advisor provides advice and guidance for how people and businesses can best attain their goals by investing and planning, with a focus on minimizing current and future taxes.