Find a Financial Advisor in Yuba City, CA

 

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We did the hard work of finding trustworthy partners in Yuba City, CA.

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We Only Work With The Best Yuba City Financial Advisors


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

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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 Yuba City, CA


  • Financial Advisor Close to Yuba City, 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 Yuba City, 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 Yuba City, CA

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

  • Population: 66,516
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $288,700
  • Average Monthly Housing Cost: $1,131
  • Average Household Income: $75,475
  • 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 Yuba City, CA

 

RYAN WEALTH MANAGEMENT

Website

(530) 671-2100

463 Century Park Dr

Yuba City, CA 95991

SEC#: 801-115068
Years in Business: 2 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(866) 273-1563

1110 Civic Center Boulevard
Suite 504B
Yuba City, CA 95993

SEC#: 801-107445
Years in Business: 5 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(800) 806-7959

856 Richland Road
Suite C
Yuba City, CA 95991

SEC#: 801-107445
Years in Business: 5 years

VALLEY WEALTH STRATEGIES, LLC

Website

(916) 852-8100

2306 Cartagena Drive

Yuba City, CA 95993

SEC#: 801-113081
Years in Business: 3 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(866) 273-1563

1110 Civic Center Boulevard
Suite 504B
Yuba City, CA 95993

SEC#: 801-107445
Years in Business: 5 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(800) 806-7959

856 Richland Road
Suite C
Yuba City, CA 95991

SEC#: 801-107445
Years in Business: 5 years

 


Yuba City, CA Financial Advisor FAQs

A financial advisor is someone who provides you with advice on how to allocate your money in order to optimize your long-term return rates. They commonly advise people on their expectations for retirement, college savings, and investment options.
In order to choose a financial advisor, you want to make sure they are qualified on the technical side by making sure they've passed tests from the experts in their field. We know that some advisers don't even have any type of certification and that makes investing a little more risky.
As with any other type of advisor, advisors who are financial experts will typically charge a set fee or commission for their services.
A financial advisor can be located by asking friends and family members for recommendations. The different professional organizations in the country can also provide an online search suggestion providing you put in your zipcode or state to see if there are any registered professionals in the area.