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Best Financial Advisors in Napa

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1700 Soscol Avenue, Suite 24, Napa, CA 94559
Napa, CA 94559

MassMutual Northern California provides financial planning services to clients in Napa. The company carries a range of products to help individuals and families prepare for the unexpected. It offers products such as 529 college savings, annuities, disability income insurance, Individual Retirement Account (IRA), life insurance, long-term care, and mutual funds. It also helps business owners in developing long-term strategies to protect their businesses and attract and retain key employees. Certified Financial Planner Greg Cohn manages the firm.

1700 Soscol Avenue, Suite 24, Napa, CA 94559
Napa, CA 94559

Website(707) 253-2400

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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 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

1700 Soscol Avenue Suite 25, Napa, CA 94559
Napa, CA 94559
  • Estate Planning
  • Retirement Planning

Napa Valley Financial offers various financial planning services, including money purchasing, profit-sharing, retirement, and estate plans. The firm helps clients with tax planning through its guidance on tax-related matters like business start-up, counsel, and corporate taxes; individual tax preparation and planning; income, gift, and estate tax returns; small business accounting services; and state tax returns preparation. Napa Valley Financial also assists clients in finding long-term care, life, and disability income insurance. It is led by Mark Richmond, who served the Kiwanis Club of Napa as its president.

1700 Soscol Avenue Suite 25, Napa, CA 94559
Napa, CA 94559

Website(707) 603-2663

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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+

1127 Pope Street Suite 101, St. Helena, CA 94574
St. Helena, CA 94574
  • Certified Financial Planner (CFP)
  • Finance Planning
  • Financial Planning
  • Wealth Management

Napa Valley Wealth Management is a boutique advisory firm that serves the metro. Its advisors, headed by the chief investment officer Kelly Crane, provide institutional-level planning and investment services and personal financial analysis and planning solutions. They assist small and medium-sized businesses in managing money and families in handling life transitions such as retirement and wealth transfer. Crane, a Certified Financial Analyst, has been a financial advisor for over 35 years. In 2021, he received Forbes's Best-in-State Wealth Advisor Award.

1127 Pope Street Suite 101, St. Helena, CA 94574
St. Helena, CA 94574

Website(707) 963-5096

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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:

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+

1836 Second Street, Napa, CA 94559
Napa, CA 94559
  • Certified Financial Planner (CFP)

Napa Wealth Management is a firm that has been providing fiduciary financial planning services to individuals in Napa and the surrounding areas since 1997. Its independent professionals have a client-centric collaborative approach in planning customers' finances and addressing their concerns and goals. It provides financial advice in areas such as insurance, investment management, tax planning, and charitable giving. Its founder, George McCuen, is a Certified Financial Planner and is a member of the National Independent Financial Advisory Panel.

1836 Second Street, Napa, CA 94559
Napa, CA 94559

Website(707) 252-1343

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+

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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