Wealth Management in Folsom, CA

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List of Firms

Folsom, CA Wealth Management Firms

Principle Wealth Management
Location 1024 Iron Point Rd, Folsom, CA 95630, USA
Phone (916) 357-6776
Language http://www.pwmadvisor.com/
Directions
Trinity Wealth Advisors - Ameriprise Financial Services, LLC
Location 1130 Iron Point Rd Ste 150, Folsom, CA 95630, USA
Phone (916) 351-0000
Language https://www.ameripriseadvisors.com/team/trinity-wealth-advisors/?cid=IP_local_google
Directions
Barretta Wealth Management - LPL Financial Advisor: Jaime E Barretta
Location 63 Natoma St #170, Folsom, CA 95630, USA
Phone (916) 293-8512
Language http://www.barrettawealth.com/
Directions
Wealth Management in Folsom, CA

Where Wealth Management Advisors in Folsom, CA Serve

Folsom, CA is a bustling city located in Sacramento County, California. It is home to a variety of landmarks, including the Folsom State Prison, the Folsom Lake State Recreation Area, and the Folsom Powerhouse State Historic Park. The city is also known for its top employers, such as Intel, Micron Technology, and the Folsom Cordova Unified School District. Major highways and streets in the area include Highway 50, Folsom Boulevard, and East Bidwell Street. Folsom is divided into several neighborhoods, including Empire Ranch Village, Broadstone, and Willow Springs. With its diverse array of attractions and amenities, Folsom is a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Folsom, CA can benefit from a bank in a myriad of ways. Firstly, a bank can provide financial assistance to those who are looking to start a business or buy a home in Folsom. With the city's growing economy and population, having access to financial resources can be crucial for individuals looking to invest in the community. In addition, a bank can offer savings and checking accounts with competitive interest rates, allowing residents to manage their finances effectively. Moreover, Folsom is known for its outdoor recreational activities, and a bank can provide loans for purchasing recreational vehicles such as boats, RVs, and ATVs. Lastly, a bank can offer financial literacy programs and resources to help residents make informed decisions about their money, which is especially important in a city like Folsom, where the cost of living is relatively high.

Insurance Broker

Residents of Folsom, CA can benefit from the expertise of an insurance broker in many ways. Firstly, an insurance broker can help residents navigate the unique insurance landscape of Folsom, which is known for its high wildfire risk. With the increasing frequency of wildfires in California, it's crucial for Folsom residents to have adequate coverage to protect their homes and belongings. An insurance broker can help residents understand their options for wildfire insurance and find the best coverage for their needs. Additionally, Folsom is home to many small businesses, and an insurance broker can help these businesses find the right insurance policies to protect their assets and operations. With the help of an insurance broker, Folsom residents can have peace of mind knowing they have the right insurance coverage in place.

Retirement Planning

Residents of Folsom, CA can benefit from the expertise of a retirement planner in several ways. Firstly, with the city's high cost of living, a retirement planner can help residents navigate their financial goals and ensure they have enough savings to maintain their lifestyle after retirement. Secondly, Folsom is known for its active and outdoorsy community, with popular activities such as hiking and biking. A retirement planner can help residents plan for their future health care needs and potentially long-term care expenses. Additionally, Folsom is home to many retirees who have relocated to the area for its beautiful scenery and mild climate. A retirement planner can assist these residents in navigating the complexities of relocating and adjusting their retirement plans accordingly. With so many unique factors to consider in retirement planning, the expertise of a skilled planner can provide peace of mind and financial security for Folsom residents.

Financial Advisor

Residents of Folsom, CA can benefit from the advice and guidance of a financial advisor in various ways. One of the most common ways is in the area of retirement planning. With the city's median age of 38.9 years old, many residents are likely to be approaching retirement age or considering their options for the future. A financial advisor can help them develop a personalized retirement plan that takes into account their specific goals, current financial situation, and future needs. Additionally, Folsom, CA is known for its high cost of living, which can make it challenging for residents to save and invest. A financial advisor can provide guidance on budgeting, debt management, and investment strategies that can help residents maximize their resources and achieve their financial goals.

Mortgage Loan Officer

Residents of Folsom, CA would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and booming economy, there is an increasing demand for affordable housing. A mortgage loan officer can guide residents through the complex process of obtaining a home loan, providing them with options and advice tailored to their specific needs. Additionally, Folsom is known for its high quality of life, with excellent schools, parks, and recreational opportunities. A mortgage loan officer can help residents take advantage of these benefits by securing a loan that allows them to purchase a home in this desirable community. They can also assist with refinancing existing loans to help residents save money on their monthly mortgage payments, freeing up funds for other important expenses. Overall, a mortgage loan officer is an invaluable resource for residents of Folsom, CA looking to achieve their dream of homeownership.

Tax Services

Residents of Folsom, CA can benefit from the services of a tax advisor in several ways. One of the most common areas where a tax advisor can help is in tax planning. Folsom, CA is home to many high-income earners who may be subject to complex tax laws, including federal, state, and local taxes. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help Folsom residents with tax compliance, including preparing and filing tax returns, responding to tax notices, and representing them in tax audits. With the ever-changing tax laws and regulations, a tax advisor can provide invaluable advice and guidance to help Folsom residents stay compliant and minimize their tax liability.

Estate Planning Lawyer

Residents of Folsom, CA can benefit greatly from the services of an estate planning lawyer. With the city's population growing rapidly, it's important for individuals to have a comprehensive plan in place to ensure their assets are protected and distributed according to their wishes. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that one's assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help with tax planning, which is especially important in California, where state taxes can be high. Furthermore, with Folsom being a popular retirement destination, an estate planning lawyer can help seniors plan for their long-term care needs and ensure that they have the necessary resources to maintain their quality of life. Overall, an estate planning lawyer can provide invaluable assistance to Folsom residents in planning for their future and protecting their assets.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Folsom, CA can provide a wide range of wealth management services to clients. From investment advice and portfolio management to retirement planning and estate planning, a wealth manager can help clients achieve their financial goals. One specific aspect of wealth management in Folsom, CA is the focus on sustainable investing. With its proximity to Sacramento and the Bay Area, Folsom is home to many socially responsible investors who prioritize companies that prioritize environmental, social, and governance (ESG) factors. A skilled wealth manager in Folsom can help clients navigate the complex world of sustainable investing and build a portfolio that aligns with their values while also generating strong returns. Additionally, with the growing popularity of cryptocurrency and blockchain technology, a wealth manager in Folsom can also provide guidance on investing in these emerging assets. Overall, a wealth manager in Folsom, CA can offer a wide range of specialized services to help clients achieve their financial objectives.

Folsom, CA is an ideal location for individuals seeking the services of a wealth manager. Nestled in the heart of Sacramento County, Folsom boasts a thriving economy and a vibrant community of professionals. The city's unique blend of urban and rural landscapes provides a diverse range of investment opportunities for those seeking to grow their wealth. Additionally, Folsom's proximity to major metropolitan areas such as San Francisco and Sacramento provides access to a wide range of financial resources. With its rich history and dynamic business climate, Folsom is the perfect place to find a wealth manager who can help you navigate the complex world of finance and achieve your financial goals.