Laurels

Best Financial Advisors in Yuba City
2022

Atherton Wealth Advisors

Atherton Wealth Advisors

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

Atherton Wealth Advisors aims to help individuals and families in Yuba City secure themselves financially through its broad range of services. Its advisors, who hold over 35 years of combined industry experience, seek to understand clients' situations and create financial frameworks and strategies tailored to meet their unique needs and goals. This includes planning for retirement, investments, cash flow, tax, and insurance. Likewise, the firm advises clients about business planning, which includes buy and sell strategies, sole proprietorship, and corporations.

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+

Atlas Financial Advisors, Inc.

Atlas Financial Advisors, Inc.

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

Atlas Financial Advisors, Inc., is a fiduciary firm serving Yuba City and the surrounding areas. Its team offers asset management services, which involve constructing and managing investment portfolios that are diverse enough to withstand market changes. The financial advisors also help clients plan for retirement, whether they are looking to fund their grandchildren's education or settle outstanding mortgages. Atlas Financial Advisors also provides estate planning assistance. Its founder, Cole Garcia, is a CFP with almost two decades of industry experience.

2126 5th Ave
Oroville, CA 95965

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:

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+

Behr & Associates

Behr & Associates

  • Retirement Planning

Behr & Associates develops financial strategies for Yuba City. It covers retirement planning for IRAs, SEPs, and 401(k); estate planning processes such as business ownership succession and insurance; and educational planning for 529 and Coverdell education IRAs. It also manages assets and mutual funds, handles tax and accounting, and educates on concepts about insurance, preserving wealth, and estate conservation. A licensed CPA for 35 years, owner David Behr aims to balance ensuring financial strength with minimal risk for individuals and businesses.

1650 Sierra Avenue Suite 101
Yuba City, CA 95993

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)

CFS Wealth Advisors

CFS Wealth Advisors

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

CFS Wealth Advisors offers comprehensive financial solutions to clients in Yuba City. These include retirement and estate planning, asset and risk management, tax planning and preparation, distribution strategies, and long-term care options. It also helps clients who are retiring or changing jobs by rolling over their 401(k), 457, IRA, and other retirement plans. Founder Gregg Smith is a Certified Financial Planner with 35 years of experience. He also earned the Outstanding Graduate Award after completing his MBA Financial Planning program.

5301 Madison Avenue Suite 302
Sacramento, CA 95841

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: --

Cornerstone Financial

Cornerstone Financial

  • Certified Financial Planner (CFP)

Cornerstone Financial, which was founded in 2016, serves residents in and around Yuba City. Its team of advisors works with clients to create a financial plan that is tailored to their specific needs, whether they are saving for college or managing debt. Clients who require assistance with investment selection, retirement planning, and financial portfolio monitoring are also catered to by the experts. Cornerstone Financial maintains a partnership with LPL Financial, an independent brokerage company with offices in Boston, San Diego, and Charlotte.

1110 Civic Center Boulevard Suite 504B
Yuba City, CA 95993

Website

Website
Empyrion Wealth Management

Empyrion Wealth Management

  • Certified Financial Planner (CFP)

Founded in 1989, Empyrion Wealth Management is a fiduciary firm that serves high-net-worth individuals and families in Yuba City, including women in transition and thriving retirees. It offers comprehensive guidance on financial planning and investment that is tailored to each client's specific requirements, future objectives, and present or predicted obstacles. It also provides advice on estate and tax, education expenses, and retirement income and withdrawal approach. Empyrion Wealth Management has been featured in several media outlets, such as Fox Business and MSN Money.

3741 Douglas Blvd Suite 130
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+

Impact Financial Advisors

Impact Financial Advisors

  • Tax Planning
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning

Impact Financial Advisors serves individuals and families in Yuba City and nearby locations. It offers an array of risk management solutions to help clients achieve financial stability. The firm provides investment planning services, such as the processing of treasury notes, brokerage accounts, common stocks, and standard and educational IRAs. Its specialists also deal with 401(k), 403(b), tax, retirement, and estate planning. Additionally, they furnish life and long-term care insurance. President and CEO Paul Romo is an FSCP and a CFP.

2827 Spafford Street Suite B2
Davis, CA 95618

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:

4.7 / 5 ( Best)

Total Reviews:

13 (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+

Kajiwara Wealth Advisors

Kajiwara Wealth Advisors

  • Certified Financial Planner (CFP)

Kajiwara Wealth Advisors provides comprehensive financial planning solutions to Yuba City customers, including customized retirement analysis, Social Security optimization, and income distribution strategies. It also offers asset allocation planning, fund management monitoring, and portfolio design as part of its investment management services. Kajiwara Wealth Advisors created a mobile app for its clients' convenience, allowing them to ask questions and receive updates while on the go. The firm's founder, Bruce Kajiwara, is a CFP professional with over 33 years of experience.

3433 American River Drive Ste. B
Sacramento, CA 95864

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+

Lighthouse Financial & Tax

Lighthouse Financial & Tax

  • Retirement Planning

Lighthouse Financial & Tax serves clients in Yuba City and nearby areas. It offers financial planning solutions, such as asset protection, wealth accumulation, estate planning and charitable giving, IRA legacy planning, tax planning, and retirement income strategies. The company provides life insurance and long-term care plans. It also assists business owners with cost remediation and segregation, financing, preventative medical care plans, and 401(k) rescue plans. Lighthouse Financial & Tax is headed by James D. Kersey, a CLU and ChFC professional practicing since 1980.

2204 Plaza Dr., Suite 100
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: --

Peak Financial Freedom Group

Peak Financial Freedom Group

  • Certified Financial Planner (CFP)

Peak Financial Freedom Group provides advisory services to retirees and pre-retirees in Yuba City and the surrounding communities. Its solutions focus on retirement planning, handling various facets, such as portfolio risk management, income planning, income tax management, asset fee control, and legacy planning. Co-founder and president Dan Ahmad has been a Certified Financial Planner since 1989 and is an accredited tax advisor. He served for the IRS as an Enrolled Agent for 30 years and is currently a member of the National Society of Accountants.

2520 Douglas Blvd
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+

Ryan Wealth Management

Ryan Wealth Management

  • Estate Planning
  • Retirement Planning

Ryan Wealth Management is a financial advisory firm that has been serving clients in Yuba City since 1996. It provides financial planning, wealth management, and insurance planning services. It designs succession and retirement plans and diversifies investments for individuals and businesses. Its client base includes pre-retirees, small business owners, ranchers, retirees, and farmers. It partners with firms and organizations like Dimensional Fund Advisors, Royal Alliance, Schwab, and Pershing. Robert Ryan III, its principal financial consultant, focuses his expertise on investment consulting and wealth management.

463 Century Park Drive
Yuba City, CA 95991

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: A+

Sean Andersen

Sean Andersen

  • Tax Planning

Sean Andersen is a local financial advisor who caters to families and entrepreneurs in Yuba City and the surrounding areas. Through Eagle Strategies LLC, he offers financial advisory services. His process involves determining financial goals and resources, formulating measurable objectives, identifying financial and insurance products, and consulting with clients' legal and tax advisors. Andersen holds a Chartered Financial Consultant designation. He has been named into the MDRT, The Premier Association of Financial Professionals.

440 N Palora Ave., Suite G
Yuba City, CA 95991

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+

Sequoia Advisory Group Financial & Insurance Services

Sequoia Advisory Group Financial & Insurance Services

  • Certified Financial Planner (CFP)

Sequoia Advisory Group Financial & Insurance Services is a three-person team that assists residents in and around Yuba City. The financial professionals develop plans for clients seeking to prepare for retirement. They also build custom investment portfolios that reflect clients' risk tolerance and goals. In addition, they advise on matters concerning taxes, estates, and insurance. Firm president Charlie Harrison has been working in the industry since 2014. He earned his CFP designation four years later.

1225 Pleasant Grove Blvd Suite 120
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+

Stratos Wealth Advisors

Stratos Wealth Advisors

  • Retirement Planning

Stratos Wealth Advisors is a group of independent counselors that delivers financial planning solutions to Yuba City residents. The team creates wealth management plans that range in scope, from modular to comprehensive. It educates clients on the appropriate practices in the financial sector and advises them on cash flow management, asset protection, and choosing investment products. Counselor Kenneth G. Bielejeski has been in the investment planning scene for over 25 years. He was a management employee with Waterhouse Securities and E*Trade Financial.

915 Highland Pointe Drive, Suite 250
Roseville, OH 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+

Twin Rivers Wealth Management

Twin Rivers Wealth Management

  • Certified Financial Planner (CFP)

Twin Rivers Wealth Management serves Yuba City. It helps clients build plans focused on their vision of a financially secure future. To set them on the right path, its financial planners develop personalized portfolios and utilize ETFs and mutual funds, as well as alternative investment vehicles. They assist individuals with estate planning to manage their end-of-life financial affairs and offer tax processing and preparation services. The firm was established in 2019.

1783 Tribute Road Suite D
Sacramento, CA 95815

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:

33 (Best)

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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