Novato, CA Financial Advisors and Resources



Financial Advisor Firms in Novato, CA


ALPHA WEALTH MANAGEMENT AND PLANNING LLC

Website

(415) 506-4569

350 Ignacio Blvd
Suite 105
Novato, CA 94949

SEC#: 801-108554
Years in Business: 4 years

EQUIUS PARTNERS, INC.

Website

(415) 382-2500

3 Hamilton Landing
Suite 130
Novato, CA 94949

SEC#: 801-20786
Years in Business: 37 years

WINANS INVESTMENTS

Website

(415) 506-3070

504 Redwood Blvd.
Suite 210
Novato, CA 94947

SEC#: 801-43327
Years in Business: 28 years

HENNESSY ADVISORS, INC.

Website

(415) 899-1555

7250 Redwood Boulevard
Suite 200
Novato, CA 94945

SEC#: 801-36288
Years in Business: 31 years

THE RETIREMENT GROUP, LLC

Website

(800) 900-5867

38 Pacheco Creek Drive

Novato, CA 94949

SEC#: 801-69578
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(415) 892-0928

1701 Novato Blvd. Suite 204

Novato, CA 94947

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(415) 892-0928

1701 Novato Blvd. Suite 204

Novato, CA 94947

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(415) 892-0928

1701 Novato Blvd. Suite 204

Novato, CA 94947

SEC#: 801-68953
Years in Business: 13 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(415) 898-9817

1683 Novato Blvd.
Suite 2
Novato, CA 94949

SEC#: 801-21527
Years in Business: 37 years


How Retirement-Friendly is Novato, CA?

  • Population: 55,642
  • % of Population 62 Years and Over: 25.2%
  • Average Home Value: $800,600
  • Average Monthly Housing Cost: $2,210
  • Average Household Income: $133,368
  • 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.)


Novato, CA Financial Advisor FAQs

First, you should find out what type of advisor they are. Different advisors come with different levels of experience and expertise. Then, you should decide what your goals are and your tolerance for risk. You'll also want to make sure that you can trust the person's ethics to do their best for you no matter the situation (like which company offers the best deal). Finally, talk through every decision together at least once just so that everything is on the table before any money changes hands.
There are five basic areas you should look into when choosing a financial advisor: credentials, experience, product information, communications and costs.
The answer, of course, is that it depends. Financial advisors can be a key support in navigating one's financial future and finding the best path to meet their specific needs.
A financial advisor is somebody who provides people with guidance in all areas of finance, from investments to taxes.