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Best Financial Advisors in Sacramento County, California

Introduction to Financial Advisors

When it comes to managing your finances, the expertise of a seasoned financial advisor can be invaluable. Whether you’re planning for retirement, investing for the future, or simply seeking to optimize your current financial situation, a professional advisor can provide guidance tailored to your specific needs. In Sacramento County, California, several reputable financial advisors offer a range of services to help you achieve your financial goals.

What to Look For in a Financial Advisor

Choosing the right financial advisor involves considering several key factors. First and foremost, you want to ensure that the advisor has the necessary credentials and experience. Look for certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). These certifications indicate a high level of expertise and commitment to ethical standards. Additionally, consider the advisor’s fiduciary status, which means they are legally obligated to act in your best interest.

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Another important consideration is the advisor’s fee structure. Some advisors charge a flat fee, while others earn commissions based on the financial products they recommend. Fee-only advisors, who do not earn commissions, can often provide more unbiased advice. It’s also beneficial to seek advisors who offer a comprehensive range of services, from investment management and retirement planning to tax optimization and estate planning.

Lastly, look for advisors who have positive client reviews and a strong reputation in the community. Websites like Yelp can provide valuable insights into the experiences of other clients. Let’s explore some of the top financial advisors in Sacramento County, as highlighted by various sources.

Top Financial Advisors in Sacramento County

Towerpoint Wealth, LLC

About: Towerpoint Wealth, LLC is renowned for its boutique approach and fiduciary responsibility. With over 110 years of combined experience, their team includes professionals with CFP, CIMA, and CPA certifications. They specialize in financial planning, retirement planning, tax optimization, and wealth management【10†source】.

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Contact Information:

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  • Address: 500 Capitol Mall, Suite 2350, Sacramento, CA 95814
  • Phone: (916) 405-9140
  • Website: Towerpoint Wealth
  • Social Media: LinkedIn

Services Provided:

  • Financial Planning
  • Retirement Planning
  • Tax Optimization
  • Wealth Management
  • Investment Management

Boyd Wealth Management

About: Boyd Wealth Management provides expert guidance to high-net-worth families and businesses. Founded in 2018, they manage assets ranging from $2 million to $20 million. Their approach is collaborative and tailored, focusing on empowering clients to navigate complex financial landscapes【10†source】.

Contact Information:

Services Provided:

  • Financial Planning
  • Investment Management
  • Wealth Management

Lucas Group Financial Planners

About: Lucas Group Financial Planners offer personalized strategies to maximize finances and achieve goals. Their team includes certified financial planners (CFP) who provide comprehensive tax planning and optimization. They specialize in portfolio management and financial planning【10†source】.

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Contact Information:

  • Address: 400 Capitol Mall, Suite 3000, Sacramento, CA 95814
  • Phone: (916) 648-1900
  • Website: Lucas Group
  • Social Media: LinkedIn

Services Provided:

  • Personal Income Tax Planning
  • Portfolio Management
  • Financial Planning

Allworth Financial

About: Allworth Financial has been offering straightforward and honest financial advice for over 26 years. They are a fiduciary, fee-based firm that focuses on helping clients achieve financial confidence. Their advisors are dedicated to providing recommendations that are in the best interest of their clients【11†source】【12†source】.

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Contact Information:

Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

HBW Advisory Services

About: HBW Advisory Services is a family-owned business since 1991, committed to treating clients as part of the family. They provide a range of services including financial planning, portfolio management, and retirement planning. Their approach is based on sound financial plans tailored to each client’s goals and values【11†source】.

Contact Information:

Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • Education Funding and Planning

Table of Top Financial Advisors in Sacramento County

Advisor Services Contact Information Website Social Media
Towerpoint Wealth, LLC Financial Planning, Retirement Planning, Tax Optimization 500 Capitol Mall, Suite 2350, Sacramento, CA 95814, (916) 405-9140 Towerpoint Wealth LinkedIn
Boyd Wealth Management Financial Planning, Investment Management, Wealth Management 601 University Ave, Suite 250, Sacramento, CA 95825, (916) 927-9151 Boyd Wealth Management LinkedIn
Lucas Group Financial Planners Personal Income Tax Planning, Portfolio Management, Financial Planning 400 Capitol Mall, Suite 3000, Sacramento, CA 95814, (916) 648-1900 Lucas Group LinkedIn
Allworth Financial Retirement Planning, Tax Advice, Estate Planning & Trusts 8775 Folsom Blvd, Suite 100, Sacramento, CA 95826, 888-242-6766 Allworth Financial Facebook, LinkedIn, Twitter
HBW Advisory Services Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning 3017 Douglas Blvd, Roseville, CA 95661, (916) 509-3231 HBW Advisory Services LinkedIn
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Credentials to Look For

When evaluating financial advisors, it’s essential to understand the credentials that signify a high level of expertise and ethical standards. Here are some of the most respected certifications in the financial advisory industry:

  • Certified Financial Planner (CFP): This certification requires rigorous education, experience, and adherence to a strict code of ethics. CFPs are trained to provide comprehensive financial planning services.
  • Chartered Financial Analyst (CFA): CFAs have in-depth knowledge of investment management and are skilled in analyzing financial data to make informed investment decisions.
  • Certified Investment Management Analyst (CIMA): This certification focuses on asset allocation, ethics, due diligence, risk measurement, and investment policy.
  • Certified Public Accountant (CPA): While CPAs primarily handle tax-related matters, many also offer comprehensive financial planning services.

In addition to these certifications, it’s important to check the advisor’s fiduciary status. Fiduciary advisors are legally obligated to act in your best interest, which can provide added peace of mind.

Benefits of Working with a Financial Advisor

Partnering with a financial advisor can offer numerous benefits, particularly when it comes to achieving your long-term financial goals. Here are some key advantages:

  • Personalized Financial Planning: A financial advisor can create a customized plan based on your unique financial situation, goals, and risk tolerance.
  • Investment Management: Advisors can help you build and manage a diversified investment portfolio that aligns with your financial objectives.
  • Tax Optimization: Expert advisors can develop strategies to minimize your tax liability, ensuring you keep more of your hard-earned money.
  • Retirement Planning: Advisors can assist in developing a comprehensive retirement plan that ensures you have sufficient income during your retirement years.
  • Estate Planning: Advisors assist with estate planning, including wills, trusts, and beneficiary designations, ensuring your assets are distributed according to your wishes.
  • Peace of Mind: Knowing a professional is managing your finances can alleviate stress and provide confidence that you are on the right path toward achieving your financial goals.
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Reviews and Client Experiences

To give you a better idea of what to expect, let’s look at some reviews and client experiences for the top financial advisors in Sacramento County.

Towerpoint Wealth, LLC

Clients of Towerpoint Wealth, LLC consistently praise the firm for its personalized approach and expertise. One Yelp review highlights, “The team at Towerpoint Wealth is exceptional. They take the time to understand your financial situation and goals, providing tailored advice that really makes a difference.” Another client mentions, “Their retirement planning services are top-notch. I feel confident that I’m on the right track thanks to their guidance.”

Boyd Wealth Management

Boyd Wealth Management receives high marks for its collaborative and client-focused approach. A Yelp reviewer notes, “The advisors at Boyd Wealth Management are incredibly knowledgeable and easy to work with. They have helped me develop a solid financial plan that gives me peace of mind.” Another satisfied client writes, “I appreciate their transparency and the personalized attention I receive. They truly care about helping their clients succeed.”

Lucas Group Financial Planners

Clients appreciate the comprehensive tax planning and financial advice offered by Lucas Group Financial Planners. One Yelp review states, “Lucas Group has been a game-changer for my finances. Their tax planning services have saved me a significant amount of money, and their financial planning advice is invaluable.” Another client shares, “The team at Lucas Group is professional and attentive. They provide clear and practical advice that has helped me achieve my financial goals.”

Allworth Financial

Allworth Financial is lauded for its straightforward advice and fiduciary approach. A Yelp reviewer comments, “Allworth Financial is a trusted partner in my financial journey. Their advisors are honest and provide clear, actionable advice.” Another client highlights, “The retirement planning services at Allworth are excellent. They have helped me create a plan that ensures a comfortable and secure retirement.”

HBW Advisory Services

HBW Advisory Services is praised for its family-oriented approach and comprehensive services. One Yelp review reads, “HBW has been a fantastic partner in managing my finances. Their advisors treat you like family and are always available to answer questions.” Another client notes, “The range of services offered by HBW is impressive. From financial planning to education funding, they cover all aspects of financial management.”

Conclusion

Choosing the right financial advisor is a crucial step in achieving your financial goals. In Sacramento County, several reputable advisors offer a range of services to meet your needs. By considering factors such as credentials, fee structure, and client reviews, you can find an advisor who will provide personalized and expert guidance. Whether you need help with retirement planning, tax optimization, or investment management, these top financial advisors in Sacramento County are well-equipped to assist you on your financial journey.

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