Wealth Management in Placer County, CA

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List of Firms

Placer County, CA Wealth Management Firms

South Placer Wealth Management Group
4 out of 5
Location 3175 Sunset Blvd #102, Rocklin, CA 95677, USA
Phone (916) 259-1402
Sutter Wealth Management
Location 3500 Douglas Blvd #150, Roseville, CA 95661, USA
Phone (877) 284-3001
Merrill Lynch Wealth Management Advisor Aubrey Currington
Location 2998 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 878-3153
The Abbott Wealth Management Group - Morgan Stanley
Location 1478 Stone Point Dr Suite 500, Roseville, CA 95661, USA
Phone (916) 797-7760
Merrill Lynch Wealth Management Advisor Judith A Davidson
Location 2998 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 774-8053
Sullivan Wealth Management Group
Location 3721 Douglas Blvd #205, Roseville, CA 95661, USA
Phone (916) 526-0740
Merrill Lynch Wealth Management Advisor Sean M Lucas
Location 2998 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 774-8024
Capital Planning Advisors
SEC File# 801-79170
CRD# 170266
Location 1420 Rocky Ridge Dr #140, Roseville, CA 95661, USA
Phone (916) 286-7650
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Baird Private Wealth Management
4 out of 5
Location 1400 Rocky Ridge Dr #250, Roseville, CA 95661, USA
Phone (877) 792-3667
SEC File# 801-123725
CRD# 298928
Location 915 Highland Pointe Dr STE 250, Roseville, CA 95678, USA
Phone (916) 330-4108
Wealth Management in Placer County, CA

Where Wealth Management Advisors in Placer County, CA Serve

Placer County is located in the Sacramento Valley of California. The county is home to numerous landmarks, including the state capitol building in Sacramento, the historic town of Auburn, and Folsom Lake. The top employers in the county are California State University, Sacramento; Sutter Health; and the State of California. Major highways and streets in Placer County include Interstate 80 and Highway 50. The neighborhoods in Placer County vary in terms of their demographics and economic conditions. Some neighborhoods are affluent while others are more working class.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Placer County, CA is home to a variety of banks that offer a range of services to their customers. These banks provide products and services such as checking and savings accounts, loans, mortgages, and other financial products. They also offer online banking, bill pay, and mobile banking options for their customers.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Placer County, CA. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Placer County, CA helps businesses and individuals file their taxes. They can also help with other financial planning needs, such as creating a budget or estimating how much money to save for retirement. Tax accountants can be very helpful in making sure that people stay compliant with the tax laws, and they can often find deductions and credits that can save their clients money.

Financial Advisor

A financial advisor in Placer County, CA helps individuals and businesses make sound financial decisions by providing advice on investments, insurance, retirement planning, and estate planning. They work with clients to create budgets and investment plans, and help them stay on track with their financial goals. Financial advisors may also be licensed to sell securities and investment products.

Insurance Broker

An insurance broker in Placer County, CA is a professional who helps clients find the best insurance policies for their needs. They work with a variety of companies to get the best rates for their clients, and can help them find coverage for everything from car accidents to health problems. Brokers are licensed and insured themselves, so clients can trust that they are getting good advice.

Mortgage Loan Officer

A mortgage loan officer in Placer County, CA helps people get mortgages. They help people find the best mortgages for their needs, and help them through the process of getting a mortgage. They work with borrowers to find the best mortgage products available, and work to get the best rates for their clients. They also work with mortgage lenders to get loans approved.

Estate Planning Lawyer

An estate planning lawyer in Placer 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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