Wealth Management in El Dorado County, CA

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El Dorado County, CA Wealth Management Firms

RBC Wealth Management Branch - El Dorado Hills
Location 4944 Windplay Dr Suite 310, El Dorado Hills, CA 95762, USA
Phone (916) 939-3040
Astute Wealth Management
5 out of 5
Location 3108 Ponte Morino Dr Suite 220, Cameron Park, CA 95682, USA
Phone (530) 677-6001
Goldenstone Wealth Management
Location 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, USA
Phone (916) 799-6527
Wealth Management in El Dorado County, CA

Where Wealth Management Advisors in El Dorado County, CA Serve

El Dorado County is located in the Sierra Nevada foothills east of Sacramento. The county is home to a number of notable landmarks, including the Sutter's Mill gold rush site and the Marshall Gold Discovery State Historic Park. The top employers in El Dorado County are Placer County, the State of California, and El Dorado County itself. Major highways and streets in the county include Highway 50 and Highway 89. The neighborhoods in El Dorado County are predominantly rural, with a few small towns located near the county seat of Placerville.

Services Provided by Wealth Management Companies

Banks and Credit Unions

El Dorado County, CA banks offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, credit cards, and mortgages. Each bank has its own set of products and services, so it is important for consumers to shop around before deciding on a bank. Banks also offer online banking and mobile banking which allow customers to access their account information from anywhere at any time.

Retirement Planning

El Dorado County, CA is a great place to retire. The mild weather and beautiful scenery make it a popular destination for retirees. There are plenty of activities available in the area, including golfing, hiking, and fishing. Retirement planning in El Dorado County, CA can be a lot of fun.

Tax Services

A tax accountant in El Dorado County, CA is responsible for preparing and filing taxes for individuals and businesses in the area. They work with clients to ensure that they are taking advantage of all available tax deductions and credits, and help them navigate the complex tax code. Tax accountants must be knowledgeable in a variety of areas, including accounting, law, and finance, and must stay up-to-date on changes to the tax code.

Financial Advisor

A financial advisor in El Dorado County, CA, helps clients save money and plan for the future. They offer advice on investments, retirement planning, and insurance. Financial advisors work with clients of all ages and income levels, and can help create a custom financial plan that fits their needs.

Insurance Broker

An insurance broker in El Dorado County, CA is a professional who helps people find the best insurance policies for their needs. They work with a variety of different companies to get the best rates for their clients, and they also help them file claims and navigate the complex world of insurance. If you're looking for help finding the right policy or need assistance filing a claim, an insurance broker in El Dorado County, CA can be a huge asset.

Mortgage Loan Officer

Mortgage loan officers in El Dorado County, CA help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in El Dorado County, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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