Laurels

Best Financial Advisors in Rocklin
2022

Abound Financial

Abound Financial

  • Certified Financial Planner (CFP)

Abound Financial serves the residents of Rocklin and the surrounding areas. The Granite Bay-based company provides financial advice to make retirement easier for clients. It understands their financial situations, reviews their goals, designs personalized financial plans or investment services, and routinely checks the strategies to accommodate their growing or fluctuating goals. David Laut, the firm's CEO, is a Certified Financial Planner who has been in the field for nearly 15 years serving families in the local community.

4180 Douglas Blvd., Suite 200
Granite Bay, CA 95746

Website

Website

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:

9 (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+

Blue Oaks Financial

Blue Oaks Financial

  • Retirement Planning
  • Certified Financial Planner (CFP)

Blue Oaks Financial is a fiduciary wealth advising firm that helps Rocklin residents plan and prepare their finances for retirement. Its team of financial advisors provides consulting packages that cover retirement planning, real estate equity, debt reduction plan, and investment strategies. Their clients include mainly current and former educators of the California public school system. Ryan Burgess, the firm's managing director, has been in the financial services industry for over two decades and holds the Accredited Investment Fiduciary and Certified Financial Planner designations.

5716 Lonetree Blvd. Suite 2
Rocklin, CA 95765

Website

Website

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+

Blueprint Financial and Insurance Services, LLC

Blueprint Financial and Insurance Services, LLC

  • Retirement Planning

Blueprint Financial and Insurance Services, LLC, is a Roseville-based financial agency assisting individuals, families, and businesses in Rocklin and nearby metros. It provides personalized services that are tailored to the needs, wants, and long-term goals of its clients to build wealth, protect, and preserve their assets. Its services include life and health insurances, investment products and services, annuities, disability income insurances, and 401(k) plans. Its senior financial advisor and owner, Deron Allred, has been in the industry since 1987 and is a Certified Financial Planner.

2360 Professional Drive Suite 200
Roseville, CA 95661

Website

Website

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+

Hutchison Financial Group, Inc.

Hutchison Financial Group, Inc.

  • Private Wealth Advisor

Hutchison Financial Group, Inc., helps clients in Rocklin and nearby locations. Its team assists them in achieving their goals and minimizing risks by handling different aspects of their financial life, which include business, education, estate, insurance, retirement, and tax planning. It advises on inter-generational wealth transfer strategies and ways to manage charitable foundations and philanthropic activities. It also recommends common and alternative investments such as equities, ETFs, mutual funds, taxable and tax-exempt bonds, and UITs. Hutchison Financial Group was established in 1982.

5 Sierragate Plaza Ste. 340
Roseville, CA 95678

Website

Website

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+

Legato Financial Divorce Planning

Legato Financial Divorce Planning

  • Certified Financial Planner (CFP)

Legato Financial Divorce Planning addresses the needs of clients in Rocklin and the surrounding areas. Its owner, Tony Owings, is a Certified Financial Planner who has been in the industry since 1994. As a CFDA, he handles financial-related matters in divorce cases. He is well-versed in composing an equitable counteroffer with supporting documentation to obtain a reasonable settlement. Owings also provides advice on valuing marital homes, assets, and debts and dividing pension and retirement accounts.

4240 Rocklin Road Ste. 6
Rocklin, CA 95677

Website

Website

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:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Pinnacle Wealth Management, LLC

Pinnacle Wealth Management, LLC

  • Certified Financial Planner (CFP)

Pinnacle Wealth Management, LLC, is an independent company serving Rocklin and the surrounding areas. It caters to individuals, families, and business owners, helping them achieve financial protection through its asset management solutions. The company handles matters related to mutual and exchange-traded funds, stocks, and bonds. It also provides comprehensive financial and investment planning services. Additionally, it deals with equity, fixed-income, and alternative and global allocation issues. CEO Jack Zborralske holds the Accredited Investment Fiduciary designation.

2271 Lava Ridge Court Suite 200
Roseville, CA 95661

Website

Website

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+

Smart Investor

Smart Investor

  • Certified Financial Planner (CFP)
  • Retirement Planning

Smart Investor has been providing wealth management solutions to communities like Rocklin since 2001. With the approach that involves focusing on what one can control, its advisors lead clients in their investment and financial planning goals. They look through documents like tax returns, pension statements, and life insurance policies to craft schemes for wealth accumulation and retirement. They also create diversified portfolios covering options like mutual funds. The firm holds a certification from the Centre for Fiduciary Excellence.

2130 Professional Drive Suite 190
Roseville, CA 95661

Website

Website

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:

4.5 / 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+

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