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Best Financial Advisors in Folsom

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Folsom, CAFolsom, CA

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.

Folsom, CAFolsom, CA

Website

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: --

340 Palladio Parkway Suite 501, Folsom, CA 95630
Folsom, CA 95630
  • Retirement Planning

Allworth Financial provides services and advice to clients in the Folsom area. It offers them custom personal decision points to understand their financial situation and to create a plan for their investment and retirement goals. The company also offers tips on how to save money through tax planning, steps on how to manage debts, and recommendations for a successful retirement. It conducts workshops and webinars to discuss the latest updates on the market performance and economic outlook of the country.

340 Palladio Parkway Suite 501, Folsom, CA 95630
Folsom, CA 95630

Website(916) 357-5287

Show Number

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:

4.6 / 5 ( Best)

Total Reviews:

41 (Best)

Score Consistency:

Consistent (Best)

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: --

2724 Kilgore Road, Ste A, Rancho Cordova, CA 95670
Rancho Cordova, CA 95670
  • Finance Planning

Hometown Advisors provides financial services to clients in Folsom. It assists individuals who wish to protect their wealth by creating financial plans. It specializes in monitoring clients' progress in implementing their financial strategies to meet their retirement, business, and estate planning needs and goals. In addition to financial planning services, the company guides individuals in managing their asset plans, analyzing their cash flow, and reducing tax liability. Hometown Advisors exclusively offers alliance programs, partnering with CPAs and attorneys for financial planning solutions.

2724 Kilgore Road, Ste A, Rancho Cordova, CA 95670
Rancho Cordova, CA 95670

Website(916) 572-5260

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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+

101 Parkshore Dr # 100, Folsom, CA 95630
Folsom, CA 95630
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Lake Tahoe Wealth Management, Inc., offers a range of financial-related services in the Folsom metro. It provides comprehensive financial planning solutions, including cash and risk management and retirement and estate planning. The company determines clients' net worth, risk tolerance, and objectives to create financial plans suited to their needs. It also handles business consulting and succession planning services, which cover estate integration and successor development. CEO Debbie Grose is a CFP who has been in the industry for over 10 years.

101 Parkshore Dr # 100, Folsom, CA 95630
Folsom, CA 95630

Website(855) 515-5896

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

PO Box 6130, Folsom, CA 95763
Folsom, CA 95763
  • Financial Planning

Legacy Builders Financial is a firm that serves clients in the Folsom area. Its services include financial coaching, ongoing financial planning, and investment management. It provides financial foundation sessions that cover initial development, monitoring of the plan, recommendation changes, and updating of plans. Coaching about finances is also offered for those who are facing challenges with regard to monthly income and debts. The firm's founder, Charles Ho, is a Certified Financial Planner and has over a decade of industry experience.

PO Box 6130, Folsom, CA 95763
Folsom, CA 95763

Website(916) 758-2043

Show Number

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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+

950 Glenn Drive, Suite 230, Folsom, CA 95630
Folsom, CA 95630
  • Finance Planning

Since 2008, Leslie Roper Day & Associates has been serving clients in Folsom. It assists individuals through the process of financial planning and advises on areas involving insurance and retirement. The company offers tax planning services and educates clients on matters like deductions. It also provides wealth management solutions. The company's founder, Leslie Day, served as the host of "Focus on Your Finances," a radio show at NewsRadio KFBK. She has over 15 years of industry experience.

950 Glenn Drive, Suite 230, Folsom, CA 95630
Folsom, CA 95630

Website(916) 984-1150

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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+

2204 Plaza Dr., Suite 100, Rocklin, CA 95765
Rocklin, CA 95765
  • Estate Planning
  • Tax Planning
  • Finance Planning
  • Financial Planning

Lighthouse Financial & Tax is an advisory firm serving the community of Folsom. It aims to reduce the risk of clients' investment portfolios and taxes through tactical asset management, including asset protection, wealth accumulation, and fixed index annuity. The firm also offers IRA legacy planning, charitable giving, and transition planning solutions. Owner James D. Kersey has been a financial professional since 1980. He possesses series 6, 63, and 65 registrations, which enable him to actively manage his clients' assets.

2204 Plaza Dr., Suite 100, Rocklin, CA 95765
Rocklin, CA 95765

Website(916) 677-6677

Show Number

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:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

71 (Best)

Score Consistency:

Consistent (Best)

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: --

50 Iron Point Circle, Suite 140, Folsom, CA 95630
Folsom, CA 95630
  • Finance Planning

Parkshore Wealth Management has been serving clients in Folsom and the surrounding communities since 2008. It provides a wide range of wealth management services that include financial planning, portfolio diversification, retirement planning, and cash flow management. The company assists clients in establishing a clear understanding of their needs and objectives and determining their risk profiles. The family-owned firm is committed to partnering with financially responsible individuals and families that are willing to use their money to achieve their financial objectives.

50 Iron Point Circle, Suite 140, Folsom, CA 95630
Folsom, CA 95630

Website(916) 797-3007

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

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+

1013 Galleria Blvd. Suite 210, Roseville, CA 95678
Roseville, CA 95678
  • Finance Planning

Founded in 1976, Tridea Advisors is a firm serving Folsom. It offers personalized advice to individuals and businesses on investments to help them distribute income streams, grow and preserve their wealth, and live the life they worked hard for. It helps them prepare for retirement by advising on personal savings and investments and qualified-retirement plans. It also handles their financial affairs through estate planning. In addition, it assists in constructing portfolios and offers personal, liability, and life insurance.

1013 Galleria Blvd. Suite 210, Roseville, CA 95678
Roseville, CA 95678

Website(530) 823-2098

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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+

705 Gold Lake Drive, Suite 250, Folsom, CA 95630
Folsom, CA 95630
Instagram
  • Financial Planning

True Worth Financial Planning caters to the needs of clients in the Folsom area and neighboring communities. The firm focuses on providing financial planning and investment management solutions for women, divorcees, and widows, and helping them regain financial security. Rachael, the founder, is a Certified Financial Planner and Certified Divorce Financial Analyst who serves clients virtually throughout the U.S. She is also a Certified Private Wealth Advisor and holds a double masters in business administration and personal financial planning.

705 Gold Lake Drive, Suite 250, Folsom, CA 95630
Folsom, CA 95630

InstagramWebsite(916) 235-3424

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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+

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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