Roseville, CA Financial Advisors and Resources



Financial Advisor Firms in Roseville, CA


AMERICAFIRST CAPITAL MANAGEMENT, LLC

Website

(916) 787-9940

300 Harding, Ste. 215

Roseville, CA 95678

SEC#: 801-67636
Years in Business: 14 years

EMPYRION WEALTH MANAGEMENT, INC.

Website

(916) 786-7626

3741 Douglas Blvd
Ste 130
Roseville, CA 95661

SEC#: 801-36794
Years in Business: 31 years

UP CAPITAL MANAGEMENT, INC.

Website

(916) 520-6420

341 Lincoln Street

Roseville, CA 95661

SEC#: 801-79503
Years in Business: 7 years

CAPITAL PLANNING ADVISORS LLC

Website

(916) 286-7650

1420 Rocky Ridge Drive
#140
Roseville, CA 95661

SEC#: 801-79170
Years in Business: 7 years

WE ALLIANCE WEALTH ADVISORS, INC.

Website

(916) 325-0130

3001 Douglas Blvd
Ste. 142
Roseville, CA 95661

SEC#: 801-113406
Years in Business: 3 years

SMART INVESTOR, LLC

Website

(916) 773-5217

2130 Professional Drive
Suite 190
Roseville, CA 95661

SEC#: 801-61937
Years in Business: 18 years

PROTECTION POINT ADVISORS

Website

(916) 367-4540

1075 Creekside Ridge Drive
Suite 150
Roseville, CA 95678

SEC#: 801-113898
Years in Business: 3 years

GRECU CAPITAL MANAGEMENT, INC.

Website

(888) 504-7328

970 Reserve Drive
Suite 100
Roseville, CA 95678

SEC#: 801-112717
Years in Business: 3 years

PARKSHORE WEALTH MANAGEMENT

Website

(916) 797-3007

3007 Douglas Boulevard
Suite 150
Roseville, CA 95661

SEC#: 801-78573
Years in Business: 8 years


How Retirement-Friendly is Roseville, CA?

  • Population: 135,637
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $448,400
  • Average Monthly Housing Cost: $1,771
  • Average Household Income: $109,812
  • 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.)


Roseville, CA Financial Advisor FAQs

For the average person, the answer to this question varies depending on what you are looking for. Financial advisors can be anything from 1% - 2%.
You can apply online, or go to an office of a financial institution near you, and ask if they have financial advisors available for hire.
A financial advisor's job is to help you get the most out of your money. You can work with an advisor that specializes in investments, insurance or retirement planning, for example.
Clients should take time to identify questions they want clarified so that he/she can elicit all necessary information while asking them during the meeting or phone consultation.