Best Financial Advisors in Folsom

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Hometown Advisors logo

Hometown Advisors

2724 Kilgore Road, Ste A, Rancho Cordova, CA 95670
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  • Finance Planning

Hometown Advisors provides financial services to clients in Folsom. It assists individuals who wish to protect their wealth by creating financial plans. It specializes in monitoring clients' progress in implementing their financial strategies to meet their retirement, business, and estate planning needs and goals. In addition to financial planning services, the company guides individuals in managing their asset plans, analyzing their cash flow, and reducing tax liability. Hometown Advisors exclusively offers alliance programs, partnering with CPAs and attorneys for financial planning solutions.

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Lake Tahoe Wealth Management, Inc. logo

Lake Tahoe Wealth Management, Inc.

101 Parkshore Dr # 100, Folsom, CA 95630
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  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Lake Tahoe Wealth Management, Inc., offers a range of financial-related services in the Folsom metro. It provides comprehensive financial planning solutions, including cash and risk management and retirement and estate planning. The company determines clients' net worth, risk tolerance, and objectives to create financial plans suited to their needs. It also handles business consulting and succession planning services, which cover estate integration and successor development. CEO Debbie Grose is a CFP who has been in the industry for over 10 years.

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Legacy Builders Financial logo

Legacy Builders Financial

PO Box 6130, Folsom, CA 95763
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  • Financial Planning

Legacy Builders Financial is a firm that serves clients in the Folsom area. Its services include financial coaching, ongoing financial planning, and investment management. It provides financial foundation sessions that cover initial development, monitoring of the plan, recommendation changes, and updating of plans. Coaching about finances is also offered for those who are facing challenges with regard to monthly income and debts. The firm's founder, Charles Ho, is a Certified Financial Planner and has over a decade of industry experience.

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Leslie Roper Day & Associates logo

Leslie Roper Day & Associates

950 Glenn Drive, Suite 230, Folsom, CA 95630
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  • Finance Planning

Since 2008, Leslie Roper Day & Associates has been serving clients in Folsom. It assists individuals through the process of financial planning and advises on areas involving insurance and retirement. The company offers tax planning services and educates clients on matters like deductions. It also provides wealth management solutions. The company's founder, Leslie Day, served as the host of "Focus on Your Finances," a radio show at NewsRadio KFBK. She has over 15 years of industry experience.

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Lighthouse Financial & Tax logo

Lighthouse Financial & Tax

2204 Plaza Dr., Suite 100, Rocklin, CA 95765
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  • Estate Planning
  • Tax Planning
  • Finance Planning
  • Financial Planning

Lighthouse Financial & Tax is an advisory firm serving the community of Folsom. It aims to reduce the risk of clients' investment portfolios and taxes through tactical asset management, including asset protection, wealth accumulation, and fixed index annuity. The firm also offers IRA legacy planning, charitable giving, and transition planning solutions. Owner James D. Kersey has been a financial professional since 1980. He possesses series 6, 63, and 65 registrations, which enable him to actively manage his clients' assets.

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Parkshore Wealth Management logo

Parkshore Wealth Management

50 Iron Point Circle, Suite 140, Folsom, CA 95630
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  • Finance Planning

Parkshore Wealth Management has been serving clients in Folsom and the surrounding communities since 2008. It provides a wide range of wealth management services that include financial planning, portfolio diversification, retirement planning, and cash flow management. The company assists clients in establishing a clear understanding of their needs and objectives and determining their risk profiles. The family-owned firm is committed to partnering with financially responsible individuals and families that are willing to use their money to achieve their financial objectives.

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Tridea Advisors logo

Tridea Advisors

1013 Galleria Blvd. Suite 210, Roseville, CA 95678
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  • Finance Planning

Founded in 1976, Tridea Advisors is a firm serving Folsom. It offers personalized advice to individuals and businesses on investments to help them distribute income streams, grow and preserve their wealth, and live the life they worked hard for. It helps them prepare for retirement by advising on personal savings and investments and qualified-retirement plans. It also handles their financial affairs through estate planning. In addition, it assists in constructing portfolios and offers personal, liability, and life insurance.

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True Worth logo

True Worth

705 Gold Lake Drive, Suite 250, Folsom, CA 95630
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  • Financial Planning

True Worth Financial Planning caters to the needs of clients in the Folsom area and neighboring communities. The firm focuses on providing financial planning and investment management solutions for women, divorcees, and widows, and helping them regain financial security. Rachael, the founder, is a Certified Financial Planner and Certified Divorce Financial Analyst who serves clients virtually throughout the U.S. She is also a Certified Private Wealth Advisor and holds a double masters in business administration and personal financial planning.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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