Find a Financial Advisor in Tulare County, CA

 

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We did the hard work of finding trustworthy partners in Tulare County, CA.

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We Only Work With The Best Tulare County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Tulare County, CA


  • Financial Advisor Close to Tulare County, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Tulare County, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Tulare County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Tulare County financial advisors.
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How Retirement-Friendly is Tulare County, CA?

  • Population: 461,898
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $212,300
  • Average Monthly Housing Cost: $1,026
  • Average Household Income: $69,493
  • 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.)



The Top Financial Advisor Firms in Tulare County, CA

 

PROSPERITY FINANCIAL GROUP, INC.

Website

(415) 794-4616

608 East Center Ave.

Visalia, CA 93292

SEC#: 801-100511
Years in Business: 6 years

 


Tulare County, CA Financial Advisor FAQs

An experienced and certified professional can provide unbiased and personalized services that will help craft an investment plan for you. They'll tailor your investments to meet your individual needs and goals, such as retirement or saving for college tuition. A financial advisor can also offer expert advice on managing risk in the current economic environment.
Financial advisors help people work on their finances. They might design a budget and teach clients about achieving financial goals, how they can manage unanticipated expenses and unforeseen changes, and provide insight into saving for the long term.
Check how much experience they've had in the industry and pay attention to reviews and testimonials from previous clients of theirs.
One method is hourly, with the advisor billing a preset number of hours a year up-front regardless of how many clients they're working with during that time. Another option is flat fee, meaning it's billed as one lump sum regardless of the length or complexity of their work. The third way advisors are compensated is by commission based on alpha generated from their investments.