Best Financial Advisors in Fairfield, CA

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List of Firms

Fairfield, CA Fiduciary Financial Advisors

SEC File# 801-62454
CRD# 111990
Location 2801 Waterman Blvd STE 250, Fairfield, CA 94534, USA
Phone (707) 428-5500
Directions
SEC File# 801-110665
CRD# 168720
5 out of 5
Location 1300 Oliver Rd #210, Fairfield, CA 94534, USA
Phone (707) 435-8400
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5140 Business Center Dr Ste 100, Fairfield, CA 94534, USA
Phone (707) 863-0896
Directions
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Russell Burch II - Wealth Financial Advisor
1 out of 5
Location 800 Jefferson St, Fairfield, CA 94533, USA
Phone (707) 296-6919
Directions
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Edward Jones - Financial Advisor: Shannon Schmidt
SEC File# 801-3297
CRD# 250
Location 1261 Travis Blvd Suite 380, Fairfield, CA 94533, USA
Phone (707) 434-0160
Directions
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Sierra Ridge Wealth Management
SEC File# 801-111055
CRD# 158043
Location 1293 Oliver Rd, Fairfield, CA 94534, USA
Directions
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First Command Financial Advisor - Raquel Salas Bramasco
Location 1300 Oliver Rd Suite 270, Fairfield, CA 94534, USA
Phone (707) 447-8772
Directions
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First Command Financial Advisor - Alyssa Luchini
Location 1300 Oliver Rd Suite 270, Fairfield, CA 94534, USA
Phone (707) 447-8772
Directions
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World Financial Group Inc
Location 2850 Cordelia Rd # 100, Fairfield, CA 94534, USA
Phone (707) 399-9964
Directions
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Flagstar Bank Home Loan Center
Location 5030 Business Center Dr #350, Fairfield, CA 94534, USA
Phone (707) 366-3933
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Emerge Financial Group
5 out of 5
Location 1 Harbor Center, Suisun City, CA 94585, USA
Phone (707) 424-6032
Directions
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Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1350 Burton Dr STE 200, Vacaville, CA 95687, USA
Phone (707) 451-9885
Directions
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Credit Repair
Location 3336 N Texas St, Fairfield, CA 94533, USA
Phone (805) 609-7076
Directions
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Benning Financial Group LLC
Location 2801 Waterman Blvd STE 270, Fairfield, CA 94534, USA
Phone (707) 426-3700
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Lincoln Financial Advisors
Location 2420 Martin Rd #390, Fairfield, CA 94534, USA
Phone (707) 425-5020
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FIrst Cause Financial
Location 854 Bridle Ridge Dr, Fairfield, CA 94534, USA
Phone (650) 291-0395
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Merrill Investment & Retirement Financial Center
Location 2400 N Texas St, Fairfield, CA 94533, USA
Phone (707) 432-3440
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David Welch CPA
5 out of 5
Location 717 Missouri St, Fairfield, CA 94533, USA
Phone (707) 422-8540
Directions
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First Command Financial Advisor - Will Barr
Location 1300 Oliver Rd Suite 270, Fairfield, CA 94534, USA
Phone (707) 447-8772
Directions
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Sam Investment Group
Location 2714 Southern Hills Ct, Fairfield, CA 94534, USA
Phone (707) 419-5274
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 1455 Oliver Rd, Fairfield, CA 94533, USA
Phone (800) 416-0036
Directions
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Innovative Solutions CPAs & Advisors, LLP
5 out of 5
Location 711 Jefferson St STE 103, Fairfield, CA 94533, USA
Phone (707) 429-1550
Directions
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Financial Celebrations
5 out of 5
Location 190 S Orchard Ave # B240, Vacaville, CA 95688, USA
Phone (707) 446-7623
Directions
Financial Advisors in Fairfield, CA

Where Certified Financial Advisors in Fairfield, CA Serve

Fairfield, CA is a city in Solano County that boasts a diverse range of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Jelly Belly Factory to the historic Downtown Theatre, there is no shortage of unique attractions to explore. The city is home to major employers such as Anheuser-Busch, NorthBay Healthcare, and Travis Air Force Base, which bring in a steady stream of economic activity. Major highways like I-80 and I-680 connect Fairfield to other cities in the Bay Area, while main streets like Texas Street and Travis Boulevard offer a variety of shopping and dining options. The city is divided into several neighborhoods, each with its own distinct personality, including Green Valley, Cordelia, and Paradise Valley. With its blend of history, culture, and modern amenities, Fairfield is a vibrant and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fairfield, CA are serviced by banks in a variety of ways. The most common ways include opening checking and savings accounts, obtaining loans for homes or cars, and utilizing online banking services. Fairfield, CA is home to a diverse population, and many banks in the area offer bilingual services in Spanish and English to cater to the needs of the community. Additionally, banks in Fairfield, CA often provide financial education and resources to help residents manage their money and make informed decisions. With the city's proximity to Travis Air Force Base, many banks also offer services and benefits specifically tailored to military members and their families.

Insurance Broker

Residents of Fairfield, CA can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies that fit the unique needs of Fairfield residents. For example, Fairfield is located in a high-risk earthquake zone, so an insurance broker can help residents find policies that provide adequate coverage for earthquake damage. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding affordable and comprehensive coverage for themselves and their families. With the help of an insurance broker, Fairfield residents can have peace of mind knowing they are protected from unexpected events and their insurance needs are being expertly managed.

Retirement Planning

Residents of Fairfield, CA can benefit from the services of a retirement planner in a variety of ways. One of the most common benefits is assistance with creating a comprehensive retirement plan that takes into account their specific financial situation and goals. This can include guidance on saving for retirement, managing debt, and creating a budget that allows for a comfortable retirement. Additionally, a retirement planner can help residents of Fairfield, CA navigate the complex world of retirement benefits, such as Social Security and Medicare. With Fairfield being home to Travis Air Force Base, a retirement planner can also provide specialized advice to military retirees and their families regarding their unique retirement benefits and options. Overall, a retirement planner can provide invaluable support to residents of Fairfield, CA as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of Fairfield, CA can benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager can help individuals and families in Fairfield create a customized financial plan that takes into account their specific goals and needs. This might include developing a retirement savings strategy, creating a budget, or investing in the stock market. Additionally, a wealth manager can provide guidance on tax planning and estate planning, helping residents to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. In Fairfield, where the cost of living is higher than the national average, a wealth manager can also help residents to manage their expenses and make smart financial decisions that will enable them to achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Fairfield, CA can benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in the area, many residents struggle to save up enough money for a down payment on a home. A mortgage loan officer can help by providing guidance on the various loan options available, as well as helping residents navigate the complex application process. Additionally, with Fairfield's close proximity to both San Francisco and Sacramento, many residents work in these cities and may need a loan officer to help them secure a mortgage for a home in the area. Overall, a mortgage loan officer can be a valuable resource for Fairfield residents looking to achieve their dream of homeownership.

Tax Services

Residents of Fairfield, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help Fairfield residents is by providing guidance on how to maximize their deductions and credits. Fairfield is home to a diverse population, including many small business owners and self-employed individuals who may be eligible for a variety of tax breaks. A tax advisor can help these individuals navigate the complex tax code and ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, many Fairfield residents may be unsure of how these changes will impact their tax liability. A tax advisor can help these residents understand the new rules and make any necessary adjustments to their tax planning strategy. Overall, a tax advisor can provide valuable assistance to Fairfield residents in managing their tax obligations and keeping more of their hard-earned money.

Estate Planning Lawyer

Residents of Fairfield, CA can benefit greatly from the help of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist Fairfield residents is by creating a comprehensive estate plan tailored to their unique needs and circumstances. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help Fairfield residents navigate the complex probate process, ensuring that their loved ones receive their assets and property in a timely and efficient manner. With its diverse population and growing economy, Fairfield presents unique challenges and opportunities when it comes to estate planning, making the guidance of an experienced lawyer all the more valuable.

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