Best Financial Advisors in El Dorado County, CA

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El Dorado County, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 981 Governor Dr # 101, El Dorado Hills, CA 95762, USA
Phone (916) 933-2117
Directions
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Van Hulzen Financial Advisors
SEC File# 801-112626
CRD# 118433
Location 4370 Town Center Blvd #220, El Dorado Hills, CA 95762, USA
Phone (916) 608-4284
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Sheri Johnson - Raymond James
Location 1101 Investment Blvd, El Dorado Hills, CA 95762, USA
Phone (916) 933-9812
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1121 White Rock Rd #201, El Dorado Hills, CA 95762, USA
Directions
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Muhr Advisory Group
Location 4949 Windplay Dr, El Dorado Hills, CA 95762, USA
Phone (916) 941-1131
Directions
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McLaughlin Wealth Advisor
Location 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, USA
Phone (916) 895-6111
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 4517 Serrano Pkwy Ste 103, El Dorado Hills, CA 95762, USA
Phone (916) 933-9888
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Ideal Life Advisors
SEC File# 801-111055
CRD# 158043
Location 4944 Windplay Dr Suite 115, El Dorado Hills, CA 95762, USA
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: 7:30 AM – 4:00 PM Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 993 Governor Dr Suite 102, El Dorado Hills, CA 95762, USA
Phone (916) 933-8277
Directions
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Rossi Financial Group
5 out of 5
Location 1212 Suncast Ln #1, El Dorado Hills, CA 95762, USA
Phone (916) 730-6366
Directions
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Aladino Financial Services Inc
Location 3907 Park Dr, El Dorado Hills, CA 95762, USA
Phone (916) 939-7605
Directions
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Wells Fargo Advisors
5 out of 5
Location 3820 El Dorado Hills Blvd Suite 402, El Dorado Hills, CA 95762, USA
Phone (916) 939-4400
Directions
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Continuum Financial Partners, LLC
1 out of 5
Location 5170 Golden Foothill Pkwy #140, El Dorado Hills, CA 95762, USA
Phone (916) 934-0439
Directions
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Fergerson Financial
Location 899 Embarcadero Dr # 2, El Dorado Hills, CA 95762, USA
Phone (916) 941-1535
Directions
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Thrive Financial Planning
Location 5170 Golden Foothill Pkwy #201, El Dorado Hills, CA 95762, USA
Phone (916) 235-8240
Directions
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RBC Wealth Management Branch - El Dorado Hills
Location 4944 Windplay Dr Suite 310, El Dorado Hills, CA 95762, USA
Phone (916) 939-3040
Directions
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Larsen Wealth Management
5 out of 5
Location 5180 Golden Foothill Pkwy Ste 220, El Dorado Hills, CA 95762, USA
Phone (916) 939-6860
Directions
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Cantorbridge Financial
Location 4364 Town Center Blvd Suite 211, El Dorado Hills, CA 95762, USA
Phone (916) 693-5073
Directions
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Nick Crane - RBC Wealth Management Financial Advisor
Location 4944 Windplay Dr Suite 310, El Dorado Hills, CA 95762, USA
Phone (916) 939-3063
Directions
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Joiner Financial
Location 4944 Windplay Dr Suite 113, El Dorado Hills, CA 95762, USA
Phone (916) 988-0000
Directions
Financial Advisors in El Dorado County, CA

Where Certified Financial Advisors in El Dorado County, CA Serve

El Dorado County, located in Northern California, is a region steeped in history and natural beauty. From the sparkling waters of Lake Tahoe to the towering peaks of the Sierra Nevada Mountains, this area boasts an array of landmarks that draw visitors from around the world. Some of the most notable landmarks include the Marshall Gold Discovery State Historic Park, the El Dorado County Museum, and the Sutter's Mill site. When it comes to top employers, El Dorado County is home to a diverse range of businesses, including healthcare providers, government agencies, and educational institutions. Some of the largest employers in the area include Marshall Medical Center, the County of El Dorado, and El Dorado Union High School District. In terms of transportation, El Dorado County is served by several major highways and streets, including Highway 50, Highway 49, and the Lincoln Highway. These routes provide easy access to neighboring cities and towns, as well as popular tourist destinations like Lake Tahoe and Sacramento.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of El Dorado County, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which can be found in cities such as Placerville and El Dorado Hills. However, given the county's vast geography and rural areas, many residents also rely on online and mobile banking services. This is especially important for those who live in remote areas and may not have easy access to physical branches. Additionally, with the county's thriving tourism industry and numerous outdoor recreational opportunities, many banks in El Dorado County offer specialized services such as RV loans and outdoor equipment financing to cater to the unique needs of residents and visitors.

Insurance Broker

Residents of El Dorado County, CA can benefit greatly from the services of an insurance broker. With its diverse landscape of mountains, forests, and lakes, El Dorado County is known for its outdoor recreational activities such as hiking, skiing, and boating. An insurance broker can help residents find the right insurance coverage for their specific needs, whether it's for their home, vehicle, or recreational equipment. For example, residents who own boats may require specialized coverage for their watercraft, and an insurance broker can help them navigate the various options available. Additionally, with the risk of wildfires in the area, an insurance broker can assist residents in finding adequate coverage to protect their homes and belongings. Overall, an insurance broker can provide valuable assistance to El Dorado County residents in finding the right insurance coverage to protect their assets and enjoy their outdoor activities with peace of mind.

Retirement Planning

Residents of El Dorado County, CA can benefit from the expertise of a retirement planner in several ways. One of the most common ways is by creating a personalized retirement plan that takes into account the unique financial challenges and opportunities of living in a rural area such as El Dorado County. Retirement planners can help residents navigate the complexities of Social Security, pensions, and other retirement benefits, as well as provide guidance on how to save and invest for retirement. Additionally, they can help residents plan for long-term care and healthcare expenses, which can be especially important in a county where access to healthcare services may be limited. Overall, a retirement planner can provide invaluable advice and support to El Dorado County residents as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of El Dorado County, CA could benefit greatly from the services of a wealth manager. With the county's economy heavily reliant on tourism and agriculture, a wealth manager could assist residents in creating a diversified investment portfolio that takes into account the fluctuations of these industries. Additionally, with El Dorado County being home to a significant number of retirees, a wealth manager could help with retirement planning and ensuring that their savings are being utilized effectively. Overall, a wealth manager could provide valuable guidance and expertise to El Dorado County residents in navigating the complex world of finance and investments.

Mortgage Loan Officer

Residents of El Dorado County, CA can benefit from the expertise and guidance of a mortgage loan officer in several ways. For instance, El Dorado County is home to many rural areas, and a mortgage loan officer can help residents navigate the unique challenges and opportunities of securing a loan for a rural property. Additionally, with the county's proximity to Sacramento and the Bay Area, a mortgage loan officer can assist residents in finding affordable housing options that fit their needs and budget. Whether it's helping first-time homebuyers understand the mortgage process or assisting current homeowners with refinancing, a mortgage loan officer can provide personalized support to residents of El Dorado County, CA.

Tax Services

Residents of El Dorado County, CA could benefit from the help of a tax advisor in a variety of ways. For example, a tax advisor could assist residents with navigating the complex tax laws specific to California and El Dorado County. Additionally, a tax advisor could provide guidance on how to take advantage of tax breaks and deductions that are available to residents of the county. This could include deductions for property taxes, mortgage interest, and charitable donations. A tax advisor could also help residents with tax planning strategies to minimize their tax liability and maximize their savings. With the help of a tax advisor, residents of El Dorado County could feel more confident in their financial decisions and ensure that they are taking full advantage of the tax benefits available to them.

Estate Planning Lawyer

Residents of El Dorado County, CA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals ensure that their assets are distributed according to their wishes after they pass away. In a county like El Dorado, where there are many retirees and second-home owners, estate planning is especially important. An estate planning lawyer can help residents create wills, trusts, and other legal documents that protect their assets and ensure that their loved ones are taken care of. Additionally, with the high cost of living and home values in El Dorado County, an estate planning lawyer can help residents navigate complex tax laws and minimize their tax burden. Overall, an estate planning lawyer is an invaluable resource for anyone looking to secure their financial future and protect their legacy in El Dorado County, CA.

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