Best Financial Advisors in Elk Grove

2022

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Credence Financial Services

• Estate Planning
• Tax Planning

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

• Estate Planning
• Retirement Planning
• Insurance Products
• Tax Planning

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.

Matt McDonald Financial

• Retirement Planning

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

• Tax Preparation
• Tax Planning

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.