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Best Financial Advisors in Elk Grove

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Credence Financial Services logo

Credence Financial Services

9245 Laguna Springs Drive, Elk Grove, CA 95758
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  • 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.

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Fulfilled Finances logo

Fulfilled Finances

3626 Fair Oaks Boulevard, Sacramento, CA 95864
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  • 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.

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Matt McDonald Financial logo

Matt McDonald Financial

8900 Mineral King Court, Elk Grove, CA 95624
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  • 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.

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Sydney H. Highley logo

Sydney H. Highley

8841 Williamson Drive, Elk Grove, CA 95624
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  • 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.

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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).

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