Laurels

Best Financial Advisors in Roseville
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Roseville, CA

Website

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: --

Abound Financial

Abound Financial

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Abound Financial is a wealth management company that has been serving local families in the Roseville metro for over 20 years. It offers various financial planning services, including cash flow projections, income tax planning, retirement assessment, and insurance. Financial advisors can personalize the planning and investment services to match the clients' requirements. It also provides a step-by-step guide to retirement planning and financial management. Abound Financial is partnered with LPL Financial and The Wealth Consulting Group.

4180 Douglas Boulevard
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+

Atherton Wealth Advisors

Atherton Wealth Advisors

  • Tax Planning

Atherton Wealth Advisors is a family-owned firm serving clients in Roseville and nearby areas. With more than three decades of combined experience, it offers financial planning services covering personal, family, health, and social aspects of clients’ lives. These include cash flow analysis, college planning, debt management, and estate planning. The firm also assists with business and insurance plans. Its other services include retirement and tax planning. Its president, Richard Gootee, has a Certified Financial Planner designation and is an advisory affiliate of Cetera Advisor Networks LLC.

5854 Lonetree Boulevard
Rocklin, CA 95765

Website

Website

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+

Better Financial Education

Better Financial Education

  • Certified Financial Planner (CFP)

Better Financial Education serves clients in Roseville. The firm guides clients in areas such as asset allocation, investment, and tax management. It subscribes to the financial planning process developed by the CFP® Board of Standards to assist clients in determining financial goals. Better Financial Education's owner, Larry Frank Sr., is a Certified Financial Planner and the author of Wealth Odyssey. He is also a registered financial adviser at the NAPFA.

300 Harding Boulevard
Roseville, CA 95678

Website

Website

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

  • Certified Financial Planner (CFP)

Blue Oaks Financial assists residents in Roseville with their financial concerns. The firm's financial consultations help clients improve their credit scores, create a sustainable budget, map out a pathway to debt reduction, and plan for retirement. It also offers investment management for clients who want to build their portfolios. Managing Director Ryan Burgess has worked in the financial industry for almost 20 years and is currently a member of The National Association of Personal Financial Advisors.

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+

Capital Planning Advisors

Capital Planning Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Capital Planning Advisors is a wealth advisory firm that caters to families, individuals, and businesses in Roseville. It offers a range of services, including wealth management and strategic insurance solutions. The firm also provides design, implementation, and management of retirement plans and financial planning services. Its partner and CEO, Jim Wilson, has been in the financial services industry for more than 27 years. He provided business management for high-net-worth individuals and professional athletes for more than 17 years through his own business, Wilson Management.

1420 Rocky Ridge Drive
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:

4.3 / 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

Conklin Financial Planning

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

Website
Empyrion Wealth Management

Empyrion Wealth Management

  • Estate Planning

Empyrion Wealth Management is a financial advisory business that caters to clients in Roseville and neighboring communities. Its services cover collaborative estate and tax planning, education expenses and planning, and retirement income and withdrawal strategies. In addition, it offers business succession planning, cash flow management, and multigenerational wealth transfers. Founder Kimberly Foss holds several designations, including Certified Financial Planner and Certified Private Wealth Advisor. She is also a member of the Financial Planning Association.

3741 Douglas Boulevard
Roseville, CA 95661

Website

Website

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+

Fox Hill Financial & Insurance Services, Inc.

Fox Hill Financial & Insurance Services, Inc.

  • Certified Financial Planner (CFP)

Fox Hill Financial & Insurance Services, Inc., is a financial advisory firm serving families and businesses in Roseville. It offers an array of services that include retirement planning, retirement planning, wealth accumulation, and business continuation and exit planning. The financial advisors from the firm have more than 55 years of combined financial planning experience. President and owner, Russell Trumm, boasts 35 years of experience in the field of business planning. He was personally trained by IRA specialist Ed Slott.

2540 Douglas Boulevard
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:

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+

Grecu Capital Management, Inc

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

Website
Parkshore Wealth Management

Parkshore Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Parkshore Wealth Management is an independent, family-owned financial planning firm. It serves individuals and families in Roseville and the surrounding areas. For more than three decades, the fiduciary firm has been offering a comprehensive array of services, including investment management, financial and tax planning, and portfolio diversification. It provides tailored planning and services to meet clients' financial needs and goals. Parkshore Wealth Management is a member of the National Association of Personal Financial Advisors.

3007 Douglas Boulevard
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:

16 (Better)

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+

Peak Financial Freedom Group

Peak Financial Freedom Group

  • Certified Financial Planner (CFP)

Peak Financial Freedom Group is a Roseville-based financial advisory firm with a team that has more than 50 years of combined experience in the industry. It specializes in helping retirees and pre-retirees grow their assets to ensure they have dependable and predictable income for the rest of their lives. The services it provides include income planning, portfolio risk management, asset fee control, income tax management, and legacy planning. Its founders, Dan Ahmad and Jim Files, host local radio and television shows to educate the public on financial management.

2520 Douglas Boulevard
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+

Strategic Wealth Legal Advisors P.C.

Strategic Wealth Legal Advisors P.C.

  • Estate Planning
  • Tax Planning

Strategic Wealth Legal Advisors P.C. has been providing personalized financial services to clients in Roseville and the surrounding areas for over two decades. It caters to a diverse market for a wide range of services, including guardianship plans for families that cover education, assets, and goals of children and business plans that involve protection from lawsuits. It also handles tax planning and asset protection for estate owners. One of the firm's advisors, Terry Wheeler, has been in the industry since 1997.

3001 Douglas Boulevard
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:

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: --

Sullivan Wealth Management Group

Sullivan Wealth Management Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

Sullivan Wealth Management Group is a financial advisory firm that caters to clients in Roseville and the surrounding areas. It provides a wide array of services, including benefits and insurance consulting, cash management and lending, college savings, estate and financial planning, and investment management. It also offers annuities, life insurance products, and mutual funds. Brad Sullivan, the firm's senior wealth advisor, is a Certified Financial Planner with more than 17 years of experience in the industry.

3721 Douglas Boulevard
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:

4 / 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+

Sutter Wealth Management

Sutter Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Sutter Wealth Management provides comprehensive wealth management services in Roseville. It creates financial solutions for different kinds of clients, including retirees, investors, business owners, and real estate professionals. Its services include financial planning, cash management, tax guidance, and retirement and estate planning. The firm also guides clients on portfolios containing stocks of upcoming tech companies. Sutter Wealth Management gives back to the community by supporting the Placer County Boys and Girls Club.

3500 Douglas Boulevard
Roseville, CA 95661

Website

Website

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+

Tridea Advisors

Tridea Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

Tridea Advisors provides individualized financial management assistance to individuals, institutions, and retirement professionals in Roseville. The firm's team-based approach caters to a wide array of distinct concerns, such as financial blueprints, Social Security evaluation, brokerage services, investment guidance, retirement planning, and estate planning. In addition to individualized planning, its advisors also provide full-service risk analysis and monitoring and follow-up consultations. One of the firm's advisors and accountant, Gary Mitchell, has experience as a principal financial chief officer in a full-service commercial real estate management firm.

1013 Galleria Boulevard
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:

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+

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