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:

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.

9245 Laguna Springs Drive
Elk Grove, CA 95758

Website

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.

8900 Mineral King Court
Elk Grove, CA 95624

Website

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