Sacramento County, CA Financial Advisors and Resources



Financial Advisor Firms in Sacramento County, CA


ADAMS ASHBY FINANCIAL ADVISORS

Website

(916) 333-5989

3508 Cody Way
Suite 100
Sacramento, CA 95864

SEC#: 801-114137
Years in Business: 3 years

TOWERPOINT WEALTH, LLC

Website

(916) 405-9140

500 Capitol Mall
Suite 1060
Sacramento, CA 95814

SEC#: 801-110596
Years in Business: 4 years

BOYD WEALTH MANAGEMENT, LLC

Website

(916) 367-0532

1375 Exposition Blvd
Suite 220
Sacramento, CA 95815

SEC#: 801-113198
Years in Business: 3 years

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Website

(916) 924-7527

740 University Avenue
Suite 100
Sacramento, CA 95825

SEC#: 801-36720
Years in Business: 31 years

STRATEGIC WEALTH ADVISORS GROUP

Website

(650) 571-1934

3610 American River Drive
Suite 120
Sacramento, CA 95864

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

LUCAS GROUP FINANCIAL PLANNERS, INC.

Website

(916) 921-9220

1545 River Park Drive,
Suite 401
Sacramento, CA 95815

SEC#: 801-112737
Years in Business: 3 years

ALLWORTH FINANCIAL, L.P.

Website

(916) 482-2196

8775 Folsom Blvd.
Suite 100
Sacramento, CA 95826

SEC#: 801-68255
Years in Business: 14 years

BROWN ROBELLO CAPITAL MANAGEMENT, LLC

Website

(916) 480-2747

3620 American River Drive
Suite 145
Sacramento, CA 95864

SEC#: 801-67652
Years in Business: 14 years

AW SECURITIES

Website

(916) 608-1525

8775 Folsom Blvd.
Suite 100
Sacramento, CA 95826

SEC#: 801-69038
Years in Business: 13 years


How Retirement-Friendly is Sacramento County, CA?

  • Population: 1524,553
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $359,600
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $88,883
  • 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.)


Sacramento County, CA Financial Advisor FAQs

A financial advisor is a trained professional who will be able to guide you through numerous topics, such as investment strategies for your portfolio, estate planning.
Trying to juggle budgeting, investing, insurance and basic living expenses can become overwhelming very quickly which is why having someone who has all these pieces structured before hand can ultimately save money in other aspects of life.
Financial advisors typically provide consulting services to individuals, families, small businesses and large employers in the many areas of financial management.
It's all about finding someone who understands the need for different types of investments going forward so you'll have a variety of strategies to adopt at any point in time. That way if there are market fluctuations you'll be prepared.