Laurels

Best Financial Advisors in Roseville
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Roseville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 44 32 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Conklin Financial Planning

  • Retirement Planning

Conklin Financial Planning is an independent firm that provides unbiased and objective advice for clients based in Roseville. It comprises professionals who help in financial planning that involves taxes, insurances, college funds, and retirement and estate planning. The team selects the right investment products that meet the goals and needs of clients. Some of the services offered are insurance need and analysis, cash flow management, long-term care planning, portfolio design and asset allocation, real estate investing.

1801 Eureka Road
Roseville, CA 95661

Website

Grecu Capital Management, Inc

  • Certified Financial Planner (CFP)

Grecu Capital Management, Inc., is an independent financial advisory firm that has been serving individuals, families, and businesses in Roseville and the surrounding areas since 2002. Its services include customized investment portfolios creation, estate planning advice, insurance strategies, risk mitigation analysis, and tax liabilities minimization. It also offers investment and wealth management and retirement planning. Lex Grecu, the president, is a member of the National Association of Personal Financial Advisors. He holds the Certified Financial Planner and Chartered Financial Analyst designations.

970 Reserve Drive
Roseville, CA 95678

Website

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