Oakhurst, CA Financial Advisors and Resources



Financial Advisor Firms in Oakhurst, CA


SIERRA ASSET MANAGEMENT

Website

(559) 658-5193

40312 Junction Drive

Oakhurst, CA 93644

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


How Retirement-Friendly is Oakhurst, CA?

  • Population: 3,446
  • % of Population 62 Years and Over: 27.8%
  • Average Home Value: $263,700
  • Average Monthly Housing Cost: $1,063
  • Average Household Income: $53,117
  • 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.)


Oakhurst, CA Financial Advisor FAQs

It is important to remember that the services of a financial advisor are intended to supplement your own financial literacy and investing skills. Make sure that you have a good foundation of finance as well in order to effectively work with a financial advisor.
What is the advisor's education and experience level? Ask for a curriculum vitae or resume detailing their educational background, credentials, work history and affiliations with professional organizations.
Financial advisors make a commission on the sale of any investments. The percentage of this fee can vary depending on what type of services they offer and how much risk is involved, but typically the commission averages around 1-2%.
Financial advisors can help inform better decisions, find tax efficiency, find which insurance plans would be best for you, strategize debt payments, and even plan for retirement savings.