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Best Financial Advisors in Davis

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Davis, CA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Davis, CA

Why choose this provider?

Need help contacting a Financial Advisor in Davis? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1784 Picasso Avenue, Suite D, Davis, CA 95618
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Symphony Financial Planning helps individuals and families with their life and economic goals in Davis, offering personalized advice, insights, and services to develop and implement clients' financial plans. The plan covers cash flow management, risk management, taxes, investment administration, retirement planning, and estate analysis. A dedicated financial advisor works with a client, supervises their portfolios, and keeps their financial plan aligned with their goals. The firm has been operating for over a decade, providing comprehensive financial services.

License Verified:

License: 137885

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
231 D Street, Suite D, Davis, CA 95616
  • Certified Financial Planner (CFP)

Why choose this provider?

Archer Pointe Wealth Management advises individuals and families in Davis and surrounding areas on how to secure their financial objectives. Its team provides financial planning and investment management services, intending to help clients achieve financial security. The firm's principal, Eugene K. Hsu, is a Certified Financial Planner and a Certified Fund Specialist. He earned his Accredited Investment Fiduciary designation from Fi360 Global Fiduciary Insights. For more than 23 years, Hsu has been helping clients plan for their futures.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1107 Kennedy Pl Ste 3, Davis, CA 95616
  • Certified Financial Planner (CFP)

Why choose this provider?

Carbahal Olsen Financial Services Group, LLC, serves clients in Davis and the surrounding areas. It helps individuals and business owners achieve their financial objectives through asset management, investment monitoring, and retirement planning. Taking a holistic approach to financial planning, its specialists work with attorneys and accountants to gain a comprehensive understanding and align investment plans with clients' long-term goals. Co-founder Larry G. Olsen received his Certified Financial Planner designation in 2002.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1107 Kennedy Place, Suite 5, Davis, CA 95616
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Carbahal & Company is a full-service accounting firm that caters to clients in Davis. It caters to clients looking to build their personal wealth by providing financial and tax planning solutions. Its associates are well-versed in recordkeeping and report filing requirements. They work with business owners to obtain maximum profit from their business venture and cater to individuals in planning their estate. One of its partners, Manny Carbahal, is a certified public accountant and a certified valuation analyst.

License Verified:

License: 151765

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.7
Facebook
5.0 / 5 (25)
Yelp
4.0 / 5 (9)
Google
4.4 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
429 F Street, Ste 9, Davis, CA 95616
  • Private Wealth Advisor

Why choose this provider?

George A. Barden provides risk management solutions in Davis and the surrounding areas. He serves individuals, families, and business owners, helping them create strategies for achieving financial stability. He offers business, accounting, retirement income, and estate-planning assistance. The specialist also processes life and long-term care insurance policies to protect clients from monetary losses in cases of unexpected events. Barden works as a representative at New York Life Securities LLC. He is a ChFC and a CLU.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
502 Mace Blvd., Suite 5, Davis, CA 95618
  • Certified Financial Planner (CFP)

Why choose this provider?

Young Wealth Management works with individuals in the Davis area. Its team of professionals helps people choose insurance policies and sets up investment portfolios that include no-load mutual funds and exchange-traded funds. They assist in planning for retirement, education, and estate. Additionally, they handle the assessment of clients' insurance policies. Founder Kevin Young is a Certified Financial Planner and an SEC Registered Investment Advisor. He is a co-author of "PassKey EA Review Complete: Individuals, Businesses and Representation: IRS Enrolled Agent Exam Study Guide."

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2744 Del Rio Place, Suite 110, Davis, CA 95618
  • Certified Financial Planner (CFP)

Why choose this provider?

Wink Accountancy Corporation serves individuals, families, and businesses in the Davis area. It offers financial planning solutions for retirement, loans, investments, and education. It assists with estate planning, as well as business and financial analyses. The firm provides accounting solutions, including financial statements, reconciliations, and tax preparation and planning. Wink Accountancy Corporation is headed by Christopher M. Wink, a member of the AICPA and the California Society of Certified Public Accountants. He is a Personal Financial Specialist.

License Verified:

License: 4317947

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
3.8
Google
4.0 / 5 (4)
Yelp
3.5 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2827 Spafford Street Suite B2, Davis, CA 95618
  • Certified Financial Planner (CFP)

Why choose this provider?

Impact Financial Advisors serves both business owners and individuals in and around the Davis area. The company provides a wide variety of investment solutions, such as common stock, variable annuity, brokerage accounts, and government securities. Its team of financial advisors implements, develops, and monitors a strategy for money purchasing, retirement, and profit-sharing plans. Founder and certified financial planner Paul Romo has been working in the industry for more than a decade. He also assists clients in long-term care and disability income insurance.

License Verified:

License: 5162290

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.7
Google
4.7 / 5 (12)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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 does the SECURE Act 2.0 affect Roth IRAs in Davis?

    The SECURE Act 2.0 has revised rules that affect contributions and distributions for Roth accounts in Davis. For instance, Roth 401(k) and 403(b) employer retirement plan holders no longer have a minimum distribution amount. Additionally, people with 529 education savings plans can now roll their funds over to a Roth IRA starting in 2024, which can help boost their retirement savings.

  • Which education costs in Davis are considered qualified expenses for a 529 plan?

    In Davis, some fees are deemed eligible for a 529 college savings plan. Tuition and other fees, books and materials, peripheral equipment, board lodging (if the student attends school more than half-time), and special needs expenditures related to attendance or enrollment are all included. Foreign schools are likewise deductible as long as the institution is included on the U.S. Education Department's list.

  • How can real estate investment trusts (REITs) help you with your investments in Davis?

    REITs can help Davis investors boost their asset allocation and diversify their investments because its shares do not necessarily track the fluctuations of bonds and stocks. In addition, equity REITs have maintained higher dividend yields than stocks and 10-year treasury notes over the past decade. However, just like any other investment, there are risks involved in REITs. Consult a financial advisor before putting your funds into REITs.

  • Which among the different types of mutual funds should you invest in Davis if you are risk averse?

    If they are risk averse, Davis residents can invest in money market funds or municipal bonds. Commercial paper and certificates of deposit, which give a set return rate, are examples of money market funds. Investors can utilize these to settle brokerage transactions or as a cash alternative. Municipal bonds, on the other hand, provide federal tax-free income as well as state tax-free income if issued in the investor's home state.

  • Is it still ideal for you to open a 529 account in Davis if your child is a few years away from college?

    Even if your child is only a few years away from college, opening a 529 plan in Davis can help you save for it. You have the opportunity to save for your kid's education for a few more years by starting a 529 account and making monthly contributions until their junior year of college. Any earnings from that plan can be utilized for college-related expenses tax-free.

  • 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.

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