Expertise.com

Best Financial Advisors in Citrus Heights

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Citrus Heights, CACitrus Heights, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Citrus Heights, CACitrus Heights, CA

Website

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: --

4180 Douglas Blvd. Suite 200, Granite Bay, CA 95746
Granite Bay, CA 95746
Instagram
  • Tax Planning
  • Retirement Planning

Abound Financial offers its services to individuals and families in the Citrus Heights metro and nearby areas. It helps clients achieve their financial goals through its array of investment management solutions, including tax portfolio management, performance reporting, and customized investment allocation. The company also takes on matters related to income tax planning, cash flow projection preparation, and retirement planning. In addition, its financial advisors process insurance policies. Abound Financial has been in the industry for over 20 years.

4180 Douglas Blvd. Suite 200, Granite Bay, CA 95746
Granite Bay, CA 95746

InstagramWebsite(916) 846-7780

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:

9 (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+

5650 Sunrise Boulevard Suite 250, Citrus Heights, CA 95610
Citrus Heights, CA 95610
  • Estate Planning

Goodkind Lalchandani Hankin & Callens Financial Services is a firm operating in Citrus Heights. It serves individuals from different age groups and stages of life in investment management, retirement planning, and wealth management. Its team of professionals helps them in identifying their risk tolerance, building a diversified portfolio, and making well-informed decisions about the future. One of them is James Callens who has more than 30 years of industry experience. Callens is a member of the Financial Planning Association of Northern California.

5650 Sunrise Boulevard Suite 250, Citrus Heights, CA 95610
Citrus Heights, CA 95610

Website(916) 967-3208

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:

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+

2724 Kilgore Road, Ste A, Rancho Cordova, CA 95670
Rancho Cordova, CA 95670
  • Certified Financial Planner (CFP)
  • Financial Planning

Hometown Advisors is a financial advisory group that serves individuals and businesses in Citrus Heights. Its scope of work includes helping clients utilize tax-advantaged investment strategies on their portfolios to develop financial plans tailored around meeting short-term and long-term goals like business succession and retirement. Its financial advisors also perform annual portfolio reviews to help clients adjust their investment strategies according to their changing circumstances. CEO Dru Torvend has over a decade of industry experience.

2724 Kilgore Road, Ste A, Rancho Cordova, CA 95670
Rancho Cordova, CA 95670

Website(916) 572-5260

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:

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+

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

Lake Tahoe Wealth Management, Inc., offers advice and guidance to clients in the Citrus Heights metro. The firm helps clients make financial decisions based on their goals. Its list of services includes financial planning, investment management, retirement planning, and trust planning. The firm also works with business owners who are in the process of handling or transferring their company. CEO Debbie Grose has over a decade of industry experience and is a designated CFP. She also volunteers with the Financial Planning Association.

101 Parkshore Dr #100, Folsom, CA 95630
Folsom, CA 95630

Website(855) 515-5896

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)

PO Box 6130, Folsom, CA 95763
Folsom, CA 95763
  • Certified Financial Planner (CFP)
  • Financial Planning

Legacy Builders Financial offers risk management solutions to clients in the Citrus Heights metro. It helps individuals achieve their financial goals through its range of services, including budget creation and tracking and financial plan development. The company conducts annual meetings to update clients about their financial status. It also provides outside account aggregation and personal digital vaults. Founder Charles established the company in 2017. He is a CFP who is a member of the FPA and the NAPFA.

PO Box 6130, Folsom, CA 95763
Folsom, CA 95763

Website(916) 758-2043

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (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+

3001 Lava Ridge Court, Suite 250, Roseville, CA 95661
Roseville, CA 95661
  • Certified Financial Planner (CFP)

My Secure Advantage is a financial coaching company that serves Citrus Heights and its neighboring communities. It utilizes a custom digital platform that provides clients with self-guided learning programs coupled with short and long-term financial goals. Its financial coaches also use this platform to review an individual's progress, update financial goals, and upload coaching videos alongside related articles and worksheets. Fox Business Network featured the company's CEO, Brad Barron, in its Worldwide Business segment, where Barron discussed how the company operates.

3001 Lava Ridge Court, Suite 250, Roseville, CA 95661
Roseville, CA 95661

Website(888) 724-2326

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:

77 (Best)

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+

2180 Harvard Street Suite 410, Sacramento, CA 95815
Sacramento, CA 95815
  • Certified Financial Planner (CFP)

Founded in 2008, North Star Financial Partners serves Citrus Heights. It focuses on providing customized planning and wealth management services to help clients manage their finances and achieve financial goals. Its services include benefits consulting, estate and retirement planning, and investment and risk management. It recommends investment options, assists clients in constructing portfolios tailored to their needs, and advises them on potential risks and tax strategies. It also reviews existing disability, life, and long-term care insurance coverage.

2180 Harvard Street Suite 410, Sacramento, CA 95815
Sacramento, CA 95815

Website(916) 779-7180

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:

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: --

3007 Douglas Blvd., Suite 150, Roseville, CA 95661
Roseville, CA 95661
  • Certified Financial Planner (CFP)

Parkshore Wealth Management provides its services for clients around Citrus Heights. Founded in 2008, the family-owned firm handles matters related to retirement and estate planning, portfolio management, tax preparation, and asset allocation. Its Wealth Choice service delivers financial advice from professionals on a chosen subject, while Wealth Builder helps young professionals who are looking to establish their wealth. With three Certified Financial Planners and other advisors on its team, the company readily assists clients in a wide range of inquiries.

3007 Douglas Blvd., Suite 150, Roseville, CA 95661
Roseville, CA 95661

Website(916) 797-3007

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:

16 (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+

2520 Douglas Boulevard, Suite 110, Roseville, CA 95661
Roseville, CA 95661
  • Certified Financial Planner (CFP)

Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in the Citrus Heights area. Its advisors provide written retirement income plans and retirement solutions to create a dependable income to help clients achieve their financial goals. The firm also offers portfolio risk and income tax management, asset fee control, and legacy planning. Dan Ahmad, the company's president, is a Certified Financial Planner™, a certified tax planner, and a 30-year IRS enrolled agent.

2520 Douglas Boulevard, Suite 110, Roseville, CA 95661
Roseville, CA 95661

Website(916) 791-7063

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:

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+

1545 River Park Drive, Suite 375, Sacramento, CA 95815
Sacramento, CA 95815
  • Financial Planning
  • Wealth Management

The Tate Group is a financial management company that has been catering to clients within Citrus Heights for almost 50 years. Its advisors follow a fiduciary standard in creating integrated, personalized financial plans. From tax consulting and compliance to wealth management and personal financial planning, they provide comprehensive consultations to help clients assess risks and implement strategies. Principal and CPA Robert L. Tate is a member of the American Institute of CPAs' Personal Financial Planning Division and Tax Division.

1545 River Park Drive, Suite 375, Sacramento, CA 95815
Sacramento, CA 95815

Website(916) 929-1006

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:

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+

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

Tridea Advisors is a company that serves individuals, families, and businesses throughout Citrus Heights. It helps clients secure their financial future and protect their assets by providing them with a wide range of services, including financial planning, risk management planning, retirement accounts and planning, legacy planning, and brokerage and investment services. Its professionals evaluate clients' financial situations, determine their goals and risk tolerance, and develop a plan that meets their needs. Allison Scoggin, one of the professionals from the firm, has earned the CFP designation.

1013 Galleria Blvd. Suite 210, Roseville, CA 95678
Roseville, CA 95678

Website(530) 823-2098

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:

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+

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you