Expertise.com

Best Financial Advisors in Folsom

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Folsom, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Folsom, CA

Business Description

Need help contacting a Financial Advisor in Folsom? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Hometown Advisors logo
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Hometown Advisors

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

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lake Tahoe Wealth Management, Inc. logo
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Lake Tahoe Wealth Management, Inc.

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)
Legacy Builders Financial logo
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Legacy Builders Financial

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PO Box 6130, Folsom, CA 95763
  • Financial Planning

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Leslie Roper Day & Associates logo
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Leslie Roper Day & Associates

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lighthouse Financial & Tax logo
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Lighthouse Financial & Tax

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Parkshore Wealth Management logo
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Parkshore Wealth Management

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

Business Description

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.

Reputation:

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.
4.4
Google
5.0 / 5 (18)
Yelp
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tridea Advisors logo
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Tridea Advisors

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
True Worth logo
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True Worth

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail