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Laurels

Best Financial Advisors in Elk Grove
2021

We scored 42 Financial Advisors in Elk Grove, CA and Picked the Top 4

Here are the Picks:

Credence Financial Services

Fulfilled Finances

Matt McDonald Financial

Sydney H. Highley

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Elk Grove Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 42 26 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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.

Click to Call

9245 Laguna Springs Drive
Elk Grove, CA 95758

Website

(916) 709-1511 Website

Fulfilled Finances

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • 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.

Click to Call

3626 Fair Oaks Boulevard
Sacramento, CA 95864

Website

(916) 745-5783 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

20 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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.

Click to Call

8900 Mineral King Court
Elk Grove, CA 95624

Website

(916) 714-8765 Website

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.

Click to Call

8841 Williamson Drive
Elk Grove, CA 95624

Website

(916) 686-0272 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

46 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

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