Laurels

Best Financial Advisors in Chico
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Chico Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 35 27 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

BBMP Wealth Management and Insurance Services

  • Estate Planning
  • CFA Charterholder
  • Tax Planning
  • Finance Planning

BBMP Wealth Management and Insurance Services is a member of the Northwestern Mutual Private Client Group. It serves clients in and around the Chico area, providing a comprehensive range of financial planning services, including budgeting and debt management, risk management, wealth management, asset allocation, and retirement income and distribution. It also assists clients in creating tailored estate, multigenerational, charitable, and business plans. Chris Bodney, one of the firm's partners and private wealth advisors, holds CLU®, ChFC®, and CFP® designations.

1074 East Ave Suite K3
Chico, CA 95926

Website

Braziel & Associates, LLC

  • Certified Financial Planner (CFP)

Braziel & Associates LLC is a financial advisory firm serving residential and commercial clientele in Chico. It helps individuals and families develop financial plans for various phases of life, from college education for children to personal retirement and estate plans. It also assists business owners in planning for business succession. James A. Braziel, one of the firm's financial advisors, is a member of the Financial Planning Association of Northern California. The association awarded him with the Financial Planner of the Year Award in 2000.

1074 East Avenue, Suite L
Chico, CA 95926

Website

Embrace Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)

Embrace Wealth Management provides investment advisory services for clients in Chico and the surrounding communities. This independent firm offers financial guidance, wealth management, and second opinion services. It assists clients in retirement, tax, and estate planning, risk management, and cash flow and budgeting. Its team of financial advisors creates financial plans that are tailored to each client's goals and financial situations, including their business assets and real estate holdings. Kim N. Huber, founder and family wealth advisor, has been serving clients for over 25 years.

418 Broadway Street
Chico, CA 95928

Website

Presidio Group Wealth Management

  • Wealth Management

Presidio Group Wealth Management provides financial guidance to individuals, families, and business owners in the Chico area. Its services include retirement planning, estate planning, and investment management. The company bases its services on the client's life milestones, helping them implement investment strategies tailored to their current status and assisting them in updating these strategies as their circumstances change. One of the firm's managing directors, Ernest Holguin, holds the Certified Financial Planner and the Certified Investment Management Analyst designations.

1074 East Ave B
Chico, CA 95926

Website

Retirement Security Centers

  • Financial Planning

Retirement Security Centers accommodates the needs of clients in Chico. The firm specifically uses The EASE Process and The Retirement Discovery Program to develop customized wealth management plans. Its advisors guide clients in making decisions on investing their money to accumulate retirement funds or to earn retirement income. In addition, they advise about dealing with risks through protection plans like long-term care and health insurance. Co-founder Jeff R. Maas has certifications as CFP, ChFC, and CRPC.

30 Landing Circle Suite 300
Chico, CA 95973

Website