Expertise.com

2024

Last updated:

Best Financial Advisors in Citrus Heights

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Citrus Heights Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

32Reviewed

24Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Citrus Heights, CA
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Citrus Heights, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Citrus Heights? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

2520 Douglas Boulevard, Suite 110, Roseville, CA 95661

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

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

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning
  • Wealth Management

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

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Review Sources

Google
5.0 (18)
Yelp
5.0 (6)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

PO Box 6130, Folsom, CA 95763

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

1013 Galleria Blvd. Suite 210, Roseville, CA 95678

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Finance Planning

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

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Review Sources

Facebook
5.0 (119)
Google
4.5 (8)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (17)

Why choose this provider?

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.

  • Tax Planning
  • Retirement Planning

5650 Sunrise Boulevard Suite 250, Citrus Heights, CA 95610

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning

2180 Harvard Street Suite 410, Sacramento, CA 95815

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

101 Parkshore Dr #100, Folsom, CA 95630

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can a Citrus Heights resident find a reputable financial advisor?

    There are many ways to find a financial advisor in Citrus Heights to help you meet your financial goals. The first one on the list is asking your friends or relatives for recommendations. Another option is to visit the Financial Industry Regulatory Authority's website or call their hotline to check for the advisor's legitimacy. You can also start setting up interviews with multiple advisors so that you can have various options.

  • What are the common services provided by financial advisors in Citrus Heights?

    Retirement planning is the most commonly offered service by financial advisors in Citrus Heights. However, some advisors may also guide other aspects of your finances, such as debt management, estate planning, and insurance product recommendations. Considering the other services a financial advisor offers is a factor you should consider when hiring them.

  • What is the difference between a fiduciary and a non-fiduciary financial advisor in Citrus Heights?

    Fiduciary financial advisors in Citrus Heights work for their client's best interests, including discussing conflicts of interest. However, not all financial advisors are fiduciary. There are some who earn their compensation through commissions, which prompts them to market their products to their clients without necessarily thinking if these are aligned with their financial objectives.

  • Will your financial advisor in Citrus Heights make investment decisions for you?

    Financial advisors in Citrus Heights don't necessarily make investment decisions for you. They may make suggestions on having several mutual funds to expand your portfolio. They may, at times, need the assistance of investment managers to make informed decisions. Multiple managers may work on your investments to achieve your financial success.

  • Is hiring a financial advisor in Citrus Heights better than one from another city or state?

    A Citrus Heights resident can hire a financial advisor from any location with the help of technology. However, there are certain advantages when you work with a local financial advisor, such as their proximity and knowledge of the local market. You would also need to consider their specific expertise above anything else.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.