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Best Financial Advisors in Chico

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1074 East Ave., Suite T-1, Chico, CA 95926
Chico, CA 95926
  • Wealth Management

Altum Wealth Advisors is an independent investment advisory firm that serves business owners, families, individuals, estates, trusts, and entrepreneurs in Chico and the surrounding areas. It comprises a team of financial advisors who have a combined experience of more than 25 years. They offer investment management, financial planning, and wealth management. They assist clients in reaching financial goals through risk management and insurance, tax planning and strategies, investment analysis, retirement planning, education funding, and charitable gifting during life and after death.

1074 East Ave., Suite T-1, Chico, CA 95926
Chico, CA 95926

Website(530) 924-0110

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2452 Lakewest Drive, Chico, CA 95928
Chico, CA 95928
  • Certified Financial Planner (CFP)

Founded in 1988, Asset Management Group serves clients in Chico. It helps families and professionals take charge of their finances by providing them with financial planning services during life events such as marriage, divorce, career change, and inheritance management. Its team of professionals works closely with clients by identifying their financial needs and objectives, analyzing their current financial situation, and monitoring their assets. Matt Donner, one of the financial advisors of the company, specializes in retirement planning and income generation.

2452 Lakewest Drive, Chico, CA 95928
Chico, CA 95928

Website(530) 342-2900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2126 5th Ave, Oroville, CA 95965
Oroville, CA 95965
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Atlas Financial Advisors, Inc., caters to clients in Chico and the surrounding areas. The company's financial planning team works with clients to understand and organize their finances. Its range of planning resources and services includes portfolio management, investment strategies formulation, income distribution, ongoing investments monitoring, estate planning, and insurance solutions. Cole Garcia, the firm's founder and principal advisor, has been in the industry since 2004. A Certified Financial Planner, he specializes in retirement income planning and group benefits for businesses.

2126 5th Ave, Oroville, CA 95965
Oroville, CA 95965

Website(530) 589-2515

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1074 East Ave Suite K3, Chico, CA 95926
Chico, CA 95926
  • Estate Planning
  • Tax Planning
  • Finance Planning
  • CFA Charterholder

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
Chico, CA 95926

Website(530) 345-3171

Show Number
1074 East Avenue, Suite L, Chico, CA 95926
Chico, CA 95926
  • 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
Chico, CA 95926

Website(530) 895-3344

Show Number
2111 Forest Avenue, Chico, CA 95928
Chico, CA 95928
  • Finance Planning

Clario Financial provides financial advisory and planning services to Chico residents. These services include income planning utilizing tax-reduction strategies for working individuals, asset allocation based on the client's financial circumstances, and retirement readiness assessments coupled with cash flow projections. It provides clients with monthly statements and annual reports detailing the status of their accounts managed by the company. Company president Mark Barrett has been working in the financial services industry since 1982. He has been a Certified Financial Planner for over three decades.

2111 Forest Avenue, Chico, CA 95928
Chico, CA 95928

Website(530) 894-2244

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

40 Philadelphia Dr # 101, Chico, CA 95973
Chico, CA 95973
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Ely Prudent Portfolios is an independent advisory firm that serves Chico. It offers a range of services, including charitable giving solutions, estate and retirement planning, and investment management. It assists its clients in creating plans that help them prepare for retirement and preserve their wealth. It works on strategies related to 401(k) plans, employer benefits, investment options, savings, Social Security options, and taxes. Its founder, Guerdon T. Ely, has an MBA degree and has contributed articles for Newsweek and Forbes Magazine.

40 Philadelphia Dr # 101, Chico, CA 95973
Chico, CA 95973

Website(530) 895-0636

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

418 Broadway Street, Chico, CA 95928
Chico, CA 95928
  • Certified Financial Planner (CFP)
  • Retirement Planning

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
Chico, CA 95928

Website(530) 349-4738

Show Number
2619 Forest Avenue Suite 120, Chico, CA 95928
Chico, CA 95928
  • Financial Planning

FocalPoint Wealth Management provides financial planning services to Chico clients. It assists in creating tax planning strategies, paying off debts, investing, college planning, and charitable giving. This independent fiduciary serves a diverse client base, from young adults to those in their golden years and nearing retirement. It uses the Wealthvision™ data aggregation system in helping clients streamline their finances. Chris Urness, founder and CEO, holds CFP®, ChFC®, and AAMS® designations. He is also licensed to work in multiple states, including Alabama, Arizona, and New York.

2619 Forest Avenue Suite 120, Chico, CA 95928
Chico, CA 95928

Website(530) 400-3605

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

434 Broadway Street #100, Chico, CA 95928
Chico, CA 95928
  • Certified Financial Planner (CFP)
  • Financial Planning

Liberty Bell Financial Group is a company that serves clients in the Chico metro. It delivers specialized services such as market-linked CDs, tax-efficient disposition of assets (CRT and CLT), cash and banking solutions, fixed income/rate investments, variable annuities, and hourly consulting programs. Certified Financial Planner Peter W. Bell has been in the finance industry since 1993. He has assisted individuals, professionals, and businesses with their investment and financial needs without incurring fines, penalties, or a single lawsuit.

434 Broadway Street #100, Chico, CA 95928
Chico, CA 95928

Website(530) 588-1540

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1074 East Ave B, Chico, CA 95926
Chico, CA 95926
  • 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
Chico, CA 95926

Website(530) 592-3664

Show Number
30 Landing Circle Suite 300, Chico, CA 95973
Chico, CA 95973
  • 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
Chico, CA 95973

Website(530) 354-1359

Show Number
669 Palmetto Avenue, Suite D, Chico, CA 95926
Chico, CA 95926
  • Tax Planning
  • Tax Preparation
  • Financial Planning

Scott A. Gailey is a certified public accountant with a firm in Chico. He offers tax planning services for individuals, helping them implement short-term and long-term tax planning strategies and assisting in the development of retirement and estate plans. He also offers financial advising services to businesses, from recommendations on retirement plan options to projections of their financial performance. Business succession planning services are also available. Gailey has over 30 years of industry experience, previously working at the Coopers & Lybrand firm in Silicon Valley.

669 Palmetto Avenue, Suite D, Chico, CA 95926
Chico, CA 95926

Website(530) 345-1040

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

196 Cohasset Road, Suite 100, Chico, CA 95926
Chico, CA 95926
Instagram

Serving the community of Chico, Sweeney & Michel, LLC, offers a wide range of services to help clients manage their finances. It offers wealth planning strategies, such as educational, insurance, and retirement plans. It can also assist in drafting powers of attorney and medical directives, asset titling, beneficiary review, and Medicare premium management. It also specializes in asset and risk management. Founding partner of Sweeney & Michel, LLC, Renée Michel, has been with the company for almost two decades.

196 Cohasset Road, Suite 100, Chico, CA 95926
Chico, CA 95926

InstagramWebsite(530) 487-1777

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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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