Expertise.com

Best Financial Advisors in Elk Grove

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Elk Grove, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Elk Grove, CA

Business Description

Need help contacting a Financial Advisor in Elk Grove? 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!

Credence Financial Services logo

Credence Financial Services

9245 Laguna Springs Drive, Elk Grove, CA 95758
  • Estate Planning
  • Tax Planning

Business Description

Credence Financial Services caters to individuals and businesses in the Elk Grove metro and the surrounding communities. This firm offers a wide range of services, including budget analysis, estate and trust tax strategies, investment strategies reviews, personal financial planning consultations, and retirement portfolio risk evaluations. In addition, it provides bookkeeping, cash flow management, individual tax preparation, and succession planning. Derek R. Hill, the founder, brings more than 30 years of experience in the accounting and finance industries.

Fulfilled Finances logo
Visit WebsiteWebsite

Fulfilled Finances

Visit WebsiteWebsite
3626 Fair Oaks Boulevard, Sacramento, CA 95864
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Fulfilled Finances is a financial planning firm that serves clients in Elk Grove and nearby locations. Its founder, Pamela Rodriguez, has been in the financial services industry for about a decade. She offers various financial planning services, such as wealth management, ongoing financial planning, and one-time financial plan delivery. Her financial planning process involves a four-step onboarding process that involves introduction, discovery meeting, plan delivery, and implementation review. Rodriguez and her team of financial planners are featured in Yahoo Finance, SmartVestor, Fox News, and CNBC.

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 (12)
Yelp
5.0 / 5 (8)

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
Matt McDonald Financial logo
Visit WebsiteWebsite

Matt McDonald Financial

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8900 Mineral King Court, Elk Grove, CA 95624
  • Retirement Planning

Business Description

Matt McDonald Financial provides advisory services from its Elk Grove location. It is headed by financial planner Matt McDonald, who is affiliated with Cetera Advisors. He assists clients in several areas, including retirement planning which involves guidance in handling forms such as designation of beneficiary and direct deposit, in addition to developing investment strategies and savings protection plans. He holds multiple industry designations, including Chartered Retirement Planning Counselor and Chartered Federal Employee Benefits Consultant. He is also a certified notary public and paralegal.

Sydney H. Highley logo
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Sydney H. Highley

Visit WebsiteWebsite
8841 Williamson Drive, Elk Grove, CA 95624
  • Tax Preparation
  • Tax Planning

Business Description

Sydney H. Highley is a business consulting and tax accounting firm serving clients in Elk Grove and the surrounding areas. It provides a wide range of services for individuals and businesses that include small business accounting, QuickBooks setup and training, payroll administration, and financial statement compilation. The firm also offers financial planning services that entail investment strategies. Additional services, such as tax preparation and innocent spouse relief, are also covered. Additionally, it is committed to improving its technical expertise and financial knowledge through continuing education.

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.
4.8
Google
4.9 / 5 (32)
Yelp
4.5 / 5 (14)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • 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.

  • 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 much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.