Laurels

Best Financial Advisors in Sacramento
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Sacramento 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 126 83 20

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

SmartAdvisor by SmartAsset FEATURED 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.

Sacramento, CA

Website

Adams Ashby

  • Certified Financial Planner (CFP)

Adams Ashby is a financial advising company providing services to clients in Sacramento and the nearby communities. It focuses on helping individuals and business owners with planning for retirement, family budget, investment, real estate, and taxes. Additionally, the team reviews financial documents needed for financial planning, such as account titles, trust provisions, inheritances, and estate documents. Adams Ashby was founded in 2009 by Jeff Adams, who has been developing investment management and financial plans since 1996.

3508 Cody Way
Sacramento, CA 95864

Website

Fergerson Financial

  • Retirement Planning
  • Private Wealth Advisor

Fergerson Financial is an investment advisory firm that serves individuals and businesses in Sacramento. Its line of services covers financial and retirement planning. It also offers investment management, which involves creating plans based on clients' goals, developing portfolio models that may include stocks, bonds, or mutual funds, and reviewing and rebalancing portfolios as needed. Fergerson Financial is led by Rick Fergerson, a CFP, AIF, and PFS who has also been a CPA for more than 30 years.

899 Embarcadero Drive
El Dorado Hills, CA 95762

Website

Impact Financial Advisors

Impact Financial Advisors is a team of passionate and professional financial advisors located in Davis, California that believes that their clients are more important than their money. The consultants strive to work closely with everyone to ensure that their goals are identified, their concerns are addressed, and that they are exceedingly satisfied. Impact Financial Advisors is proud to provide many services including financial planning, financial plan development and implementation, and consultations.

Davis, CA 95618

Website

Rossi Financial Group

  • Retirement Planning

Rossi Financial Group assists Sacramento clients in making intelligent choices for their financial goals. The firm strives to understand its clients' goals in crafting an evidence-based framework for their financial plan. Its comprehensive planning includes tax strategy, investment management, and planning for college and retirement. The firm, moreover, assists in financially planning for life-changing events like marriage, divorce, and birth. Services for business succession are also available. The owner, Paul R. Rossi, is a Chartered Financial Analyst.

1212 Suncast Lane
El Dorado Hills, CA 95762

Website

Waddel & Reed Financial Advisors

Waddell & Reed Financial Advisors was established in Sacramento, California with a mission to provide the members of their community with sound financial guidance that garners their clients with financial peace of mind. Their team of Advisors works closely with each client, ensuring they are awarded the best results, and that they achieve their financial goals. Waddell & Reed Financial Advisors provides many services such as financial planning, education funding, insurance and investment consultations, retirement planning, and much more.

Sacramento, CA 95815

Website

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