Wealth Management in Auburn, CA

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List of Firms

Auburn, CA Wealth Management Firms

Edward Jones
SEC File# 801-3297
CRD# 250
Location 544 Auburn Ravine Rd, Auburn, CA 95603, USA
Phone (530) 823-3600
Language https://www.edwardjones.com/us-en
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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awa wealth management
Location 200 Auburn Folsom Rd, Auburn, CA 95603, USA
Phone (530) 889-1258
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Financial Advisors | U.S. Bancorp Investments
1 out of 5
Location 2360 Grass Valley Hwy, Auburn, CA 95603, USA
Phone (916) 782-3982
Language https://www.usbank.com/wealth-management/find-an-advisor/ca/auburn.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Clarion Advisors, Inc
5 out of 5
Location 1519 Lincoln Way, Auburn, CA 95603, USA
Phone (530) 889-0200
Language http://www.clarionadvisors.com/
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Wealth Management in Auburn, CA

Where Wealth Management Advisors in Auburn, CA Serve

Nestled in the foothills of the Sierra Nevada Mountains, Auburn, California is a charming city with a rich history and diverse culture. From its stunning natural landscapes to its iconic landmarks, Auburn is a must-see destination for visitors and locals alike. Some of Auburn's most notable landmarks include the historic Old Town, the Auburn State Recreation Area, and the Placer County Courthouse. These landmarks are not only beautiful, but they also offer a glimpse into the city's past and present. In terms of top employers, Auburn boasts a thriving economy with a variety of industries. Some of the largest employers in the area include the Placer County Office of Education, Sutter Auburn Faith Hospital, and the City of Auburn. When it comes to major highways and streets, Auburn is conveniently located near several major thoroughfares, including Interstate 80 and State Route 49. These highways make it easy to travel to and from Auburn, as well as explore other nearby cities and attractions.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Auburn, CA would benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to small businesses in the area, which is crucial to the town's economy. Secondly, a bank can offer loans and mortgages to residents, allowing them to purchase homes and invest in their futures. Additionally, a bank can provide financial education and resources to residents, helping them make informed decisions about their finances. Furthermore, with Auburn's proximity to the Sierra Nevada Mountains, a bank can offer specialized services such as investment opportunities in the outdoor recreation industry. Lastly, a bank can provide secure and convenient access to financial services, allowing residents to easily manage their finances and access their funds.

Insurance Broker

Residents of Auburn, CA can benefit from the services of an insurance broker in a multitude of ways. For instance, the town's proximity to the Sierra Nevada Mountains makes it vulnerable to natural disasters such as wildfires and floods. An insurance broker can help residents navigate the complexities of obtaining coverage for such events, ensuring that they are adequately protected. Additionally, Auburn is home to a thriving small business community, and an insurance broker can assist these entrepreneurs in finding the right policies to protect their assets and employees. With the constantly changing insurance landscape, an insurance broker can also help residents stay up-to-date on the latest policies and regulations, ensuring that they are always getting the best coverage for their needs. Overall, the services of an insurance broker are invaluable to the residents of Auburn, CA, providing peace of mind and protection in an ever-changing world.

Retirement Planning

Residents of Auburn, CA could greatly benefit from the expertise of a retirement planner. Specifically, Auburn is a city with a significant aging population, with over 20% of residents being over the age of 65. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing investments, creating a budget, and determining the best time to start receiving Social Security benefits. Additionally, Auburn is located in a region with a high cost of living, which can make it difficult for retirees to make their savings last. A retirement planner can help residents of Auburn create a comprehensive plan that takes into account their unique financial situation and goals, ensuring that they can enjoy a comfortable retirement without worrying about running out of money.

Financial Advisor

Residents of Auburn, CA could greatly benefit from the guidance of a financial advisor in a number of ways. For example, with the city's close proximity to the Sierra Nevada Mountains, many residents may have investments in the outdoor recreation industry. A financial advisor could provide insight into the fluctuating market trends and help clients make informed decisions about their investments. Additionally, Auburn is known for its historic Old Town district which attracts tourists year-round. A financial advisor could assist business owners in this area with financial planning and budgeting to ensure their businesses remain profitable. Furthermore, with the rising cost of living in California, a financial advisor could help residents create a personalized plan for saving and investing to meet their long-term financial goals. Overall, a financial advisor can provide invaluable assistance to residents of Auburn in navigating the complex world of finance.

Mortgage Loan Officer

Residents of Auburn, CA can benefit from the expertise and guidance of a mortgage loan officer in several ways. Firstly, given that Auburn is a small town with a population of just over 13,000 people, it can be challenging for residents to navigate the complex and ever-changing world of mortgages on their own. A mortgage loan officer can help residents understand the different types of mortgages available, the pros and cons of each, and which one might be best suited to their unique financial situation. Additionally, a mortgage loan officer can help residents navigate the often-confusing paperwork and documentation required to apply for a mortgage, ensuring that everything is filled out correctly and submitted on time. Finally, a mortgage loan officer can help residents secure the best possible interest rate on their mortgage, potentially saving them thousands of dollars over the life of their loan.

Tax Services

Residents of Auburn, CA can benefit from the services of a tax advisor in various ways. Firstly, tax advisors can help Auburn residents to navigate the complex tax laws and regulations that apply to their specific situation. This is particularly important in Auburn, where the tax laws can be quite intricate and confusing. Secondly, tax advisors can help residents to minimize their tax liability by identifying all possible deductions and credits that they are eligible for. This can be especially beneficial for Auburn residents who are self-employed or own their own business. Lastly, tax advisors can help Auburn residents to plan for the future by providing advice on retirement planning, estate planning, and other financial matters. In short, a tax advisor can be an invaluable resource for residents of Auburn, CA who want to ensure that they are making the most of their financial resources and minimizing their tax burden.

Estate Planning Lawyer

Residents of Auburn, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Auburn is by creating a comprehensive estate plan that ensures that their assets are distributed according to their wishes after they pass away. This is especially important in a city like Auburn, which is known for its large population of retirees and older adults. An estate planning lawyer can also help residents of Auburn with other important legal matters, such as creating trusts, setting up powers of attorney, and drafting wills. With the help of an experienced estate planning lawyer, residents of Auburn can have peace of mind knowing that their affairs are in order and that their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Auburn, CA can provide a range of wealth management services to help individuals and families manage their finances and plan for the future. These services can include investment management, retirement planning, estate planning, tax planning, and more. One unique aspect of Auburn, CA that a wealth manager can take into account is the city's proximity to the Sierra Nevada Mountains. This can provide opportunities for investing in outdoor recreation companies or real estate in mountain resort areas. Additionally, a wealth manager in Auburn can help clients navigate the local tax laws and regulations, including California's high state income tax rates. With their expertise and experience, a wealth manager in Auburn can help clients achieve their financial goals and secure their financial future.

Auburn, CA is the ideal location for anyone seeking a trustworthy and knowledgeable wealth manager. Nestled in the foothills of the Sierra Nevada Mountains, Auburn offers a unique blend of natural beauty and small-town charm. With a population of just over 14,000, Auburn is a tight-knit community where people truly care about one another. This sense of community is reflected in the wealth management services available here, where clients can expect personalized attention and tailored investment strategies. Auburn's wealth managers are experts in their field, with years of experience helping clients grow and protect their wealth. From retirement planning to estate management, these professionals offer a wide range of services to meet the unique needs of each client. With its stunning natural surroundings and close-knit community, Auburn, CA is the perfect place to find a wealth manager who will help you achieve your financial goals.