Wealth Management in Kings County, CA

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List of Firms

Kings County, CA Wealth Management Firms

Athena Financial Group
Location 112 W Elm St, Hanford, CA 93230, USA
Phone (559) 583-1617
United Kings Credit
5 out of 5
Location 3109 N Madison Way, Hanford, CA 93230, USA
Phone (559) 780-4101
5 out of 5
Location 14345 Houston Ave, Hanford, CA 93230, USA
Phone (559) 380-5492
S & B Investments
Location 1815 W Front St, Selma, CA 93662, USA
Phone (559) 891-0366
Coddington Wealth Advisors
Location 1440 Draper St B, Kingsburg, CA 93631, USA
Phone (559) 897-0040
Victory Wealth Management LLC
5 out of 5
Location 1592 11th St # A, Reedley, CA 93654, USA
Phone (559) 638-2100
Wealth Management in Kings County, CA

Where Wealth Management Advisors in Kings County, CA Serve

Kings County, located in the heart of California's Central Valley, is a vibrant and diverse community boasting a rich history and a promising future. From its bustling downtown to its sprawling farmlands, Kings County is a hub of activity and innovation. Some of the county's most notable landmarks include the Hanford Carnegie Museum, the Lemoore Naval Air Station, and the Kings County Courthouse. These iconic structures serve as reminders of the county's storied past and its enduring commitment to progress. As for top employers, Kings County is home to a wide range of businesses and industries, including agriculture, healthcare, and manufacturing. Some of the county's largest employers include Adventist Health, J.G. Boswell Company, and Leprino Foods. When it comes to major highways and streets, Kings County is well-connected to the rest of the state and beyond. Interstate 5 runs through the county, as does State Route 41.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kings County, CA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals and businesses in the county. This can include loans for starting a business, purchasing a home, or funding educational pursuits. Additionally, banks can offer savings and checking accounts to help residents manage their money effectively. Moreover, banks can provide investment opportunities for those looking to grow their wealth. In Kings County specifically, a bank can also assist with agricultural financing, as the county is known for its robust farming industry. With a bank's help, farmers can secure loans for equipment, land, and other necessary expenses to maintain their operations. Overall, a bank can play a crucial role in supporting the financial well-being of Kings County residents.

Insurance Broker

Residents of Kings County, CA can benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker can help residents navigate the complex healthcare system in Kings County, which has a shortage of healthcare providers and high rates of chronic disease. They can help residents find affordable health insurance plans that cover the care they need, and assist them in understanding the terms of their coverage. Additionally, an insurance broker can help residents protect their homes and businesses from natural disasters, such as the frequent earthquakes and wildfires that plague the region. They can provide guidance on policies that cover damage from these events and help residents prepare for the unexpected. Finally, an insurance broker can help residents plan for their future by offering retirement and investment planning services, which are especially important in a county where the median household income is below the state average. Overall, an insurance broker can be an invaluable resource for residents of Kings County, CA, helping them navigate the complex world of insurance and plan for a secure future.

Retirement Planning

Residents of Kings County, CA could benefit from the expertise of a retirement planner in a variety of ways. One specific example is the fact that Kings County has a large agricultural industry, which can present unique challenges when it comes to retirement planning. A retirement planner could help farmers and other agricultural workers navigate the complexities of planning for retirement when their income may fluctuate seasonally or be tied up in land and equipment. Additionally, a retirement planner could help Kings County residents take advantage of tax-advantaged retirement savings options, such as IRA and 401(k) plans, to ensure they are maximizing their savings potential. With the help of a retirement planner, Kings County residents could feel more confident and secure in their retirement plans, no matter what industry they work in.

Financial Advisor

Residents of Kings County, CA could benefit from the guidance of a financial advisor in a variety of ways. For instance, a financial advisor could help individuals in Kings County create a comprehensive budget that takes into account the unique cost of living in the area. With a median home price of $225,000, Kings County is an affordable place to live, but still more expensive than the national average. A financial advisor could also help residents of Kings County plan for retirement, which is particularly important given that the county has a high percentage of older adults. In fact, 14.7% of the population is over the age of 65. A financial advisor could help these individuals plan for long-term care, estate planning, and other financial considerations that come with aging. Additionally, a financial advisor could help residents of Kings County navigate the complexities of investing, particularly given the county's strong ties to agriculture.

Mortgage Loan Officer

Residents of Kings County, CA can benefit from the services of a mortgage loan officer in several ways. For instance, the county has a high percentage of agricultural workers, and a mortgage loan officer can help them secure financing for homes in rural areas. Additionally, the county has a diverse population, including a large number of Hispanic and Latino residents. A mortgage loan officer who is fluent in Spanish can help these residents navigate the complex mortgage process and ensure that they understand the terms of their loan. Furthermore, Kings County has a relatively low median household income, and a mortgage loan officer can help residents access affordable housing options and government programs that can assist with down payments and closing costs. Overall, a mortgage loan officer can be a valuable resource for Kings County residents looking to achieve their homeownership goals.

Tax Services

Residents of Kings County, CA can benefit from the expertise of a tax advisor in a myriad of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that are unique to the county. Kings County, CA has a diverse economy that is heavily reliant on agriculture, which means that residents may have specific tax considerations related to farming and ranching activities. Additionally, the county is home to several military bases, which can also impact tax obligations for service members and their families. A skilled tax advisor can help residents understand these nuances and develop strategies to minimize their tax liability while remaining compliant with local and federal laws. Furthermore, a tax advisor can assist with tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. Overall, the expertise of a tax advisor can provide invaluable support and peace of mind for Kings County, CA residents as they navigate the intricacies of the tax system.

Estate Planning Lawyer

Residents of Kings County, CA can benefit from the services of an estate planning lawyer in a multitude of ways. For example, an estate planning lawyer can assist in drafting a will, establishing a trust, and creating a power of attorney. Additionally, Kings County residents can receive guidance on minimizing estate taxes, protecting assets from creditors, and ensuring that their wishes are carried out after their passing. Given that Kings County is a primarily agricultural region, estate planning lawyers can also provide specialized advice on succession planning for family-owned farms and other agricultural businesses. With the help of an estate planning lawyer, residents of Kings County can have peace of mind knowing that their assets and loved ones will be taken care of according to their wishes.


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