Best Financial Advisors in Sacramento

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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.

Archer Pointe provides solutions for the financial concerns of clients in Sacramento and the surrounding locations. The financial advisors at Archer Pointe use a team-based approach to achieve financial freedom in the future. They help clients create a structured financial plan through investment review, lifestyle and asset protection, and cash flow and estate planning. Additionally, they offer wealth management services, such as financial plan implementation assistance, investment management, and quarterly investment performance reporting. Its principal, Eugene K. Hsu, has been helping clients develop financial plans for over 22 years.

Atherton Wealth Advisors delivers financial solutions to individuals and families in Sacramento and the surrounding communities. The company proffers financial, investment, insurance, retirement, tax, and business planning services. Its financial planning programs include budgeting, cash flow analysis, risk management, and estate planning. It handles requests for rental property analysis and debt and mortgage management. Its financial advisors assist clients in managing wealth from fortune and income. Atherton Wealth Advisors operates with over 35 years of collective experience.

Bautista Wealth Management, LLC, serves clients throughout the Sacramento area. It comprises financial advisors who assist in defining investing objectives through a systematic procedure and technology that lays out a clear path for the future. They offer financial planning services for tax, retirement, college, money purchasing, and profit-sharing. They also have a variety of investment products, including traditional IRA, Coverdell ESA, brokerage accounts, treasury notes, and variable annuity. The company's financial consultant, Luis F. Bautista, has been in the industry since 1996.

Bradford Investment Services helps clients in Sacramento deal with their retirement and estate planning goals. The financial firm specializes in individual equities, in addition to exchange-traded and mutual funds. It assists clients in opening trust, retirement, and brokerage and investment accounts. It guides retirees with IRAs and 401 (k) plans. It helps clients save up for their children's college and educational funds and achieve a tax-free income. The owner, Chris Bradford, is a Certified Financial Planner.

Capital Planning Advisors is a wealth advisory firm assisting clients in Sacramento. It offers an array of services, including wealth management and strategic insurance solutions. Additionally, the firm provides financial planning services and design, implementation, and management of retirement plans. Its partner and CEO, Jim Wilson, has been in the financial services industry for more than 27 years. He previously provided business management for high-net-worth individuals and professional athletes through his own business, Wilson Management.

Delyon Wealth Management is a financial planning company that caters to clients in Sacramento. It examines the annual income and tax of its clients to determine possible returns and reduced expenses. It also checks on existing policies to find potential investment risks or problems. Current owner Nicolas Delyon is a second-generation CFP who offers direct financial consultation through e-mails and phone calls. His office's clientele includes incoming retirees, new parents, and testators of estate plans.

Empyrion is a wealth management firm serving a small group of ultra high-net-worth individuals and families in Sacramento and the surrounding areas. It helps customers obtain financial security by providing a wide range of services, including financial planning and investment advice, collaborative estate and tax planning, education expense planning, and retirement income planning. Empyrion president and founder Kimberly Foss is a Certified Financial Planner and regularly shares her financial knowledge in various media outlets such as Fox News, Good Morning America, and CNBC.

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.

Financial Network Wealth Advisors (FNWA) serves business owners in Sacramento and its surrounding areas. It offers securities and advisory services through Cetera Advisor Networks LLC. Its investment products include individual and group retirement, savings, and qualified tuition plans. The company also offers customized life, long-term care, and variable universal life insurance plans. From mortgage payments to tax savings, FNWA also provides money management strategies, such as saving, planning to pay lower taxes, and training employees for succession.

Fulfilled Finances is a financial planning firm that serves clients in Sacramento. The firm helps clients in managing their cash flows, including income and debts. It also assists in designing and modifying investment portfolios that involve retirement and Social Security planning. In addition, it covers family-related matters that include estates, insurance, and future education services. The firm has been featured in CNBC and Fox News. Pamela Rodriguez has worked with numerous firms such as Wells Fargo Bank and Principal Financial Group before founding Fulfilled Finances.

Gasber Financial Advisor, Inc. is one of the most trusted and respected financial advisor firms in Sacramento, Folsom, and the rest of the state. Established in 1995, the firm offers a variety of services including financial planning, investment management, and 401(k) services. With over five decades of combined experience, the team of financial advisors caters to a diverse group of clients in the three phases of the lifecycle which are the growth phase, the transition phase, and the maturity phase.

Josh S. Albert is a financial advisor that serves the Sacramento area. He is a Certified Financial Planner, helping clients create a budget, build wealth, purchase homes, or fund children's education. Albert also guides clients in planning for their estate, businesses, retirement, and education funding. He also offers risk management services, which include life and disability insurance and long-term care. The financial advisor assists his clients throughout the planning process, equipping them with knowledge and insight to make informed decisions.

Lucas Group Financial Planners Inc. has been serving business owners, individuals, and families in Sacramento and the surrounding locations for more than 30 years. Comprising a team of Certified Financial Planners, it provides advice in a wide range of areas, from tax, estate, and retirement planning to insurance. The company also offers investment portfolio management solutions tailored to clients' unique goals and needs, taking lifestyle objectives, risk levels, and retirement income into consideration.

Based in Sacramento, Matheson Financial Partners is a wealth management firm assisting sales professionals in the area. It provides services such as financial planning, college planning, and tax-efficient investment strategies to help clients manage their financial situation. Tony Matheson, the founder and wealth advisor of Matheson Financial Partners, had spent more than 20 years selling investment solutions to financial advisors before establishing the firm in 2018. He is a Certified Financial Planner and a volunteer for the Financial Planning for Cancer organization.

McLaughlin & Owens Wealth Advisors provides financial guidance to Sacramento clients. It considers factors that affect savings such as longevity, the next generation’s needs, and cash flow requirements to come up with investment strategies. It also assesses its clients’ desired income and lifestyle. The firm builds and manages portfolios that accommodate clients’ needs, manage market risk, and preserve assets. It is operated by retirement and wealth advisors Patrick McLaughlin, who has an MBA and Karin Owens, a CFP.

Navion Financial Advisors serves the risk management needs of Sacramento residents. It offers assistance with eliminating debts, accumulating wealth, preparing for retirement, and estate planning. The company's advisors devise solutions based on an evaluation of each client's financial situation. The team includes CPAs who review tax returns for potential restructuring opportunities. The business focuses on clients' convenience by coaching them about what they should prioritize. It has been featured in Forbes and InvestmenNews' Icons and Innovators.

Nix Wealth Management offers financial solutions to clients in Sacramento. It provides investment advice and develops personalized financial strategies for individuals with investment growth, retirement income, and college tuition priorities. Its advisors monitor market conditions and give clients quarterly reports regarding their investment portfolio. The local agency also helps forecast and implement retirement and tax planning. Joseph B. Nix III, the founder, has over three decades of expertise as a financial advisor. He established Nix Wealth Management in 1995.

North Star Financial Partners is a consulting and advisory firm that offers its services to Sacramento and other nearby locations. The independent company provides financial plans tailored to its clients' current situation and long-term personal goals. After the plans' implementation, its team monitors and makes necessary adjustments for its customers. The firm also offers benefits consulting, estate planning, retirement planning, risk management, and investment management services. North Star Financial Partners has been in business for over a decade.

Pacific Advisors serves individuals, families, and businesses in Sacramento. It provides financial advisory services that help clients achieve their economic objectives, including retirement planning, investment management, and insurance planning. Its wealth management team includes over 150 advisors, over 2,000 brokers, and a global network of resources. The company's roots can be traced back to 1862, when Guardian opened an office on the West Coast. It combines investment, insurance, and retirement services and products into coordinated asset strategies tailored to the needs of clients.

Raymond James Financial Services, Inc., offers various pieces of advice to customers in Sacramento. The company helps clients manage their personal and business finances, considering the individual's risks, retirement plans, liquid assets, and properties owned. It develops long-term plans to leave legacies for family members and loved ones. The firm started in 1962 when Robert A. James Investments merged with Raymond & Associates. The firm employs around 8,300 financial advisors and supplies equity research for close to 1,100 companies.

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.

Strategic Wealth Legal Advisors P.C. provides financial solutions to clients in Sacramento and the surrounding areas. The company counsels clients on wealth management through estate, tax, and income tax planning services. It guides individuals and families in accomplishing real estate and retirement plans. It accepts requests for business planning, asset protection, and trust administration. Terry D. Wheeler heads the company through his expertise and experience in estate planning. He has been a part of the industry since 1987.

Tate has been serving clients in Sacramento and nearby areas since 1971. The company offers a variety of services, such as wealth management and personal financial planning. The firm handles investments policy reviews, performance evaluations, portfolio rebalancing analyses, and cash flow projections. Tate also provides tax consulting and compliance services, which include tax structuring and optimizing clients' retirement plans. The company serves family offices, corporate executives, and clients who are building their wealth portfolios.

The Salvetti Group offers financial management solutions to clients in Sacramento and the surrounding areas. Its services include financial, tax, estate, and retirement planning, as well as asset allocation and management. Its staff also provides liability management, risk and cash flow analysis, trusted advisor coordination, and insurance coverage. The Salvetti Group's clients include retirees and pre-retirees, business owners, and executives. Its owners, Nick and AJ Salvetti, are both Certified Financial Planners and Chartered Retirement Planning Counselors.

Towerpoint Wealth is an independent wealth management advisory firm that serves clients in Sacramento. The firm offers a variety of financial services that involves cash flow analysis, debt management, tax planning, and real estate counsel. It also delivers insurance solutions to life, health, and long-term care needs. President Joseph Eschleman has been in the financial industry for 21 years. He was also a regular guest for KXTV News10 where he talked about investment, financial, and economic matters.

Young Wealth Management is a financial advising firm serving residents in Sacramento. The company offers various financial planning solutions covering areas such as insurance, tax, education, investment, retirement, and estate plans. Its financial advisors create financial plans to meet the needs of clients in different life situations, whether they are expecting an inheritance, preparing for retirement, recently divorced or widowed, or starting a family. Young Wealth Management operates as a fiduciary and adheres to standards set by NAPFA.

Founded in 2007, Zeller Kern Wealth Advisors serves individuals, families, and businesses in Sacramento. It offers financial advisory services, including retirement planning, investment management, and asset protection. Its wealth advisors, who hold CFP, AIF, AAMS, MBA, and CExP credentials, have more than four decades of combined industry experience. The company uses its Wealth Vault technology to view, monitor, and digitally store asset and liability information on one page. Its financial advisory services take into account volatility, market opportunities, and changes in tax laws.