Wealth Management in Granite Bay, CA

We did the hard work of finding trustworthy partners in Granite Bay, CA. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Granite Bay, CA Wealth Management Firms

Wealth Management Advisory Group
5 out of 5
Location 5925 Granite Lake Dr STE 130, Granite Bay, CA 95746, USA
Phone (916) 774-1490
Michael Sebesta Wealth Management
Location 2120 Professional Dr, Roseville, CA 95661, USA
Phone (916) 774-1490
Kingsview Asset Management, LLC: Phil Bodine
Location 4168 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 878-1045
Granite Bay Capital Management, Inc
SEC File# 801-110755
CRD# 288792
Location 4170 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 772-4226
dr summit wealth management
Location 5905 Granite Lake Dr, Granite Bay, CA 95746, USA
Phone (877) 789-8544
Keith Sippola - Thrivent
Location 9085 Sippola Ranch Rd, Granite Bay, CA 95746, USA
Phone (916) 652-0565
Edward Jones
SEC File# 801-3297
CRD# 250
1 out of 5
Location 9205 Sierra College Blvd Ste 190, Granite Bay, CA 95746, USA
Phone (916) 784-1300
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
Wealth Management in Granite Bay, CA

Where Wealth Management Advisors in Granite Bay, CA Serve

Granite Bay, CA is a picturesque and affluent community located in Placer County, California. This charming town is home to several notable landmarks, including the Folsom Lake State Recreation Area, which offers breathtaking views of the lake and surrounding mountains. Other notable landmarks include the Granite Bay Golf Club, which boasts a championship golf course, and the Granite Bay Community Park, which features a playground, picnic areas, and sports fields. In terms of employment, Granite Bay is home to several top employers, including Hewlett-Packard, Intel, and Kaiser Permanente. These companies offer a wide range of job opportunities to residents of the area, from entry-level positions to high-level executive positions. Major highways and streets in Granite Bay include the I-80, which runs through the town and connects it to nearby cities such as Sacramento and Roseville. Other major streets in the area include Douglas Boulevard, Auburn Folsom Road, and Sierra College Boulevard.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Granite Bay, CA can benefit from a bank in numerous ways. Firstly, a bank can provide a safe place for residents to deposit their money and earn interest on their savings. This is particularly important in Granite Bay, which is known for its affluent population and high property values. Additionally, a bank can offer loans and mortgages to residents who are looking to purchase a home or start a business. Given the competitive nature of the local real estate market, having access to financing can be a game-changer for many Granite Bay residents. Furthermore, banks can offer financial planning and investment services to help residents grow their wealth and plan for their futures. With the high cost of living in Granite Bay, having a trusted financial advisor can be incredibly valuable. Overall, a bank can play a critical role in helping residents of Granite Bay achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Granite Bay, CA can benefit greatly from the services of an insurance broker. With the town's high median household income and expensive real estate, an insurance broker can help residents find the best policies to protect their assets and investments. Additionally, with Granite Bay's proximity to wildfire-prone areas, an insurance broker can provide valuable guidance on obtaining adequate coverage for fire damage and evacuation expenses. The broker can also help residents navigate the complexities of flood insurance, as Granite Bay is situated near the American River and its tributaries. With their expertise, an insurance broker can ensure that Granite Bay residents have the protection they need to weather any unexpected events that may arise.

Retirement Planning

Residents of Granite Bay, CA can benefit from a retirement planner in a multitude of ways. With its affluent community and high cost of living, it is crucial for residents to have a solid financial plan in place for their retirement years. A retirement planner can help individuals navigate the complexities of retirement savings, investment options, and tax planning. Additionally, Granite Bay is known for its high number of small business owners. A retirement planner can assist these entrepreneurs in creating a succession plan for their business, ensuring a smooth transition into retirement. With the rising cost of healthcare, a retirement planner can also help residents prepare for potential medical expenses and long-term care needs. Overall, a retirement planner can provide invaluable guidance and peace of mind for residents of Granite Bay, CA as they plan for their future.

Financial Advisor

Residents of Granite Bay, CA could greatly benefit from the guidance and expertise of a financial advisor. With its affluent population and high property values, many individuals and families in Granite Bay have complex financial situations that require careful management and planning. A financial advisor can assist with a wide range of issues, from retirement planning and investment management to tax planning and estate planning. They can help clients navigate the complexities of the stock market and identify investment opportunities that align with their financial goals. Additionally, a financial advisor can provide valuable advice on budgeting, debt management, and insurance coverage, helping clients to protect their assets and plan for the future. Overall, a financial advisor can be an invaluable resource for residents of Granite Bay, helping them to build and preserve wealth and achieve financial security.

Mortgage Loan Officer

Residents of Granite Bay, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals secure financing for their dream homes, whether they are first-time buyers or seasoned investors. With its stunning natural beauty, affluent neighborhoods, and top-rated schools, Granite Bay is a highly sought-after location for homebuyers. However, navigating the complex world of mortgages can be daunting, especially for those who are unfamiliar with the process. A skilled loan officer can provide guidance and support every step of the way, from pre-approval to closing. They can help residents understand their options, choose the right loan products, and negotiate favorable terms. With the help of a mortgage loan officer, residents of Granite Bay can achieve their homeownership goals with confidence and ease.

Tax Services

Residents of Granite Bay, CA could greatly benefit from the expertise of a tax advisor in various ways. For instance, Granite Bay's affluent community could make use of a tax advisor to help them navigate the complexities of tax planning and preparation for their high net worth. Additionally, a tax advisor could assist small business owners in Granite Bay with tax compliance and planning, helping them to reduce their tax liabilities and maximize their deductions. Furthermore, with the recent changes to tax laws, a tax advisor could help Granite Bay residents stay informed and up-to-date on any changes that may impact their tax situation. In short, a tax advisor could provide invaluable support to Granite Bay residents in managing their financial affairs and ensuring they are in compliance with tax laws.

Estate Planning Lawyer

Residents of Granite Bay, CA can benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the creation of a trust to protect assets from the high cost of long-term care in the area's numerous retirement communities. An estate planning lawyer can also assist with the establishment of guardianships for minor children or incapacitated adults, as well as the drafting of wills and powers of attorney to ensure that their wishes are carried out in the event of incapacity or death. Additionally, an estate planning lawyer can help with the minimization of estate taxes, which can be particularly important for residents of Granite Bay, where property values are high and inheritance tax laws can be complex.


Comprehensive Wealth Management FAQs