Best Financial Advisors in Rancho Cordova

Laurels

We did the research for you!

Licensing
User Reviews
Mystery Shopping Calls

Financial Advisors FAQs 〉

Financial Advisors FAQs

Last updated: September 27, 2022

Alpha Retirement Wealth

2377 Gold Meadow Way #100, Gold River, CA 95670

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Alpha Retirement Wealth provides solutions to individuals and families in Rancho Cordova. It helps clients create retirement strategies by educating them on insurance, investments, and estate conservation. Its team monitors each financial plan and makes adjustments when necessary. The company performs portfolio audits for each customer to identify areas of improvement and reduce redundancies. Matt Curtis, the president of Alpha Retirement Wealth, has been in the financial services industry for over 11 years. He is a member of the National Ethics Association.

Capital Region Financial Group, LLC

101 Parkshore Drive Suite 100, Folsom, CA 95630

Certified Financial Planner (CFP)

Capital Region Financial Group, LLC is an independent wealth management organization that serves the owners of privately owned businesses and affluent individuals in Rancho Cordova and the surrounding areas. Its staff of financial advisors assists clients in the areas of investment management, financial analysis, cash flow planning, college funding, and retirement income forecasts by combining capital preservation and wealth-building tactics. Melissa M. Yano, the firm's senior wealth advisor, is a Certified Financial Planner professional.

Fulfilled Finances

3626 Fair Oaks Blvd, Suite 100, Sacramento, CA 95864

Certified Financial Planner (CFP)

Fulfilled Finances is a registered investment advisor that serves residents in Rancho Cordova. It highlights asset dedication in clients' investment goals, debt repayment, education savings, and estate planning. It provides strategic plans for cash management and allocation for college funds, insurance policies, pension, and future care needs. A member of the Financial Planning Association, it connects clients to public accountants, banks, credit unions, and insurance agents. Its founder, Pamela Rodriguez, is a Certified Investment Management Analyst.

Gasber Financial Advisors, Inc.

81 Blue Ravine Road, Suite 250, Folsom, CA 95630

Certified Financial Planner (CFP)

Gasber Financial Advisors, Inc., offers services to clients in Rancho Cordova and the neighboring areas. The fiduciary firm assists in managing wealth through its financial solutions, including cash flow and budget planning, insurance and risk management, multi-generational wealth management, estate planning, charitable gifting strategies, and income tax planning. It also provides evidence-based investing solutions which employ broad diversification to minimize risks. The company is a member of the National Association of Personal Financial Advisors. Its founder, Gerald E. Gasber, is a Certified Investment Management Analyst.

Hometown Advisors

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

Certified Financial Planner (CFP)
Retirement Planning

Hometown Advisors serves clients in Rancho Cordova and nearby areas. It offers a wide range of services, from cash flow analysis and annual portfolio reviews to fiduciary consulting and risk management. It provides financial planning services to set specific objectives, develop and implement financial strategies. The company's team monitors clients' progress in the areas of cash management, retirement, business succession, and estate planning. They also assist with real estate investment trusts and variable or fixed annuities.

North Star Financial Partners

2180 Harvard Street Suite 410, Sacramento, CA 95815

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

North Star Financial Partners is an independent services firm that caters to clients throughout Rancho Cordova and the neighboring metros. Its financial advisors offer a holistic financial planning experience that aims to bridge clients’ financial realities to their goals. They create customized financial roadmaps for each client, which include comprehensive financial, retirement, and estate planning; investment and risk management; and benefits consulting. North Star Financial Partners was officially founded in 2008 by a group of advisors who have worked together since 1994.

St. Clair Financial

2140 Professional Drive, Suite 250, Roseville, CA 95661

Certified Financial Planner (CFP)

St. Clair Financial has been serving Rancho Cordova and the surrounding areas for 25 years. Its team of professionals helps clients with financial management to turn debts and taxes into savings and investments. They analyze tax returns, paychecks stubs, W-2(s), and current debt structure to determine how to reposition an individual's income, taxes, and liabilities. One of them is Jenny Hood who serves as a Certified Financial Planner and a Certified College Financial Consultant.

Tate

1545 River Park Drive, Suite 375, Sacramento, CA 95815

Estate Planning
Private Wealth Advisor
Insurance Products
Tax Preparation
Tax Planning

Tate is an independent firm that serves individuals, families, and small business owners in Rancho Cordova and the surrounding areas. Since 1971, it has been providing financial planning, retirement planning, wealth management, and tax advisory services. Its team works with clients in reviewing and evaluating their income, asset, and insurance and in developing strategies that address their financial weaknesses and meet their financial objectives. Tate also helps them evaluate their life insurance needs and grow their assets while reducing taxes.

Back to Providers

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).

Read All FAQS 〉

Wrong city? Here are some nearby places:

Search for Financial Advisors near you 〉