Expertise.com

Best Financial Advisors in Yuba City

2023

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Website
1110 Civic Center Boulevard Suite 504B, Yuba City, CA 95993
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Website
3433 American River Drive Ste. B, Sacramento, CA 95864
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2204 Plaza Dr., Suite 100, Rocklin, CA 95765
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 283824

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3741 Douglas Blvd Suite 130, Roseville, CA 95661
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
915 Highland Pointe Drive, Suite 250, Roseville, OH 95678
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1225 Pleasant Grove Blvd Suite 120, Roseville, CA 95678
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
463 Century Park Drive, Yuba City, CA 95991
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 296851

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2520 Douglas Blvd, Roseville, CA 95661
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2827 Spafford Street Suite B2, Davis, CA 95618
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 5162290

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.7
Google
4.7 / 5 (12)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5301 Madison Avenue Suite 302, Sacramento, CA 95841
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5854 Lonetree Boulevard, Rocklin, CA 95765
  • Certified Financial Planner (CFP)
  • Business Formation
  • Tax Planning
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
440 N Palora Ave., Suite G, Yuba City, CA 95991
  • Tax Planning

Why choose this provider?

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.

License Verified:

License: 5807487

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should Yuba City residents know about SECURE 2.0?

    Residents of Yuba City should be aware that SECURE 2.0 is a new set of laws that Congress established to encourage Americans to save more for retirement. The main modification is the age at which required minimum distributions from retirement accounts must begin. It will now be 73 years old starting on January 1, 2023, and it may start at 75 years old starting on January 1, 2033.

  • How can you protect yourself from identity theft in Yuba City?

    There are many ways to protect your identity and your funds in Yuba City, such as being aware that the IRS never contacts taxpayers by unsolicited email to ask for information. Additionally, you should avoid disclosing financial information over a public Wi-Fi network, and always check a website for the https and the padlock icon, especially when it relates to logging into your banking accounts.

  • What are some strategies to protect your assets in Yuba City?

    To preserve your assets in Yuba City, you could set up an annuity, which is a guaranteed insurance plan that can provide you with extra income during your retirement. Another strategy to preserve your assets is product allocation, which involves purchasing products that can protect your money from market falls after retirement.

  • When can Yuba City residents begin collecting their Social Security benefits?

    Do note that your benefit amount will be lowered if you decide to begin receiving benefits prior to your full retirement age. For instance, let's say you turn 62 in 2023 and decided to receive benefits. Your benefit will be reduced by around 30% as compared to receiving full benefits at 67. A financial advisor in Yuba City who is also an NSSA or a CFP can assist you with questions about Social Security benefits.

  • What questions can you ask your financial planner in Yuba City, especially during your initial meeting?

    You might want to get to know your Yuba City financial planner better when you first meet them, and you can accomplish that by posing the following queries:

    • What kinds of clients do you usually work with?
    • What are your qualifications and experiences?
    • Which services do you provide?
    • What is the cost of your services? By asking these questions, you can determine if your planner is the right one for you.
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.