Best Financial Advisors in Yuba City, CA

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List of Firms

Yuba City, CA Fiduciary Financial Advisors

SEC File# 801-120944
CRD# 160276
Location 330 9th St, Marysville, CA 95901, USA
Phone (530) 589-2515
Directions
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Ellis Financial Services
Location 3500 S Township Rd, Yuba City, CA 95993, USA
Phone (530) 755-3325
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Mia Gilli, Finance of America Mortgage LLC
Location 1054 Live Oak Blvd Room #1, Yuba City, CA 95991, USA
Phone (619) 888-7337
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1st Millennium Insurance Agency
Location 430 Colusa Ave, Yuba City, CA 95991, USA
Phone (530) 777-0492
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Ellis Financial Services
4 out of 5
Location 855 Harter Pkwy #320, Yuba City, CA 95993, USA
Phone (530) 755-3325
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Oportun
5 out of 5
Location 700 Gray Ave, Yuba City, CA 95991, USA
Phone (530) 384-8183
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Faith & Integrity Financial
Location 870 E Onstott Rd E, Yuba City, CA 95991, USA
Phone (530) 822-5683
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Perrin-Preus Tara
Location 667 Plumas St # A, Yuba City, CA 95991, USA
Phone (530) 763-5026
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Behr & Associates
1 out of 5
Location 1650 Sierra Ave #101, Yuba City, CA 95993, USA
Phone (530) 671-9505
Directions
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Freedom Tax
Location Yuba City, CA 95991, USA
Phone (530) 770-2274
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Integrity Group
1 out of 5
Location 1528 Poole Blvd, Yuba City, CA 95993, USA
Phone (530) 671-6669
Directions
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West Coast Financial Services Inc
Location 449 Lynn Way, Yuba City, CA 95991, USA
Phone (530) 671-0848
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Gray's Business Solutions
Location 604 B St C, Yuba City, CA 95991, USA
Phone (530) 671-3950
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West Coast Financial Services
5 out of 5
Location 728 5th St, Marysville, CA 95901, USA
Phone (530) 634-6868
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 312 1st St, Marysville, CA 95901, USA
Phone (530) 743-2642
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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Eagle Strategies LLC, A Registered Investment Adviser
Location 440 N Palora Ave suite g, Yuba City, CA 95991, USA
Phone (530) 763-3044
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1512 Starr Dr Suite B, Yuba City, CA 95993, USA
Phone (530) 671-6454
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Rose Mary Avila, Finance of America Mortgage LLC
Location 210 4th St, Marysville, CA 95901, USA
Phone (916) 508-4406
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 126 12th St, Marysville, CA 95901, USA
Phone (530) 741-1745
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Betsy Peterson CPA
5 out of 5
Location 709 Mayfair Ave, Yuba City, CA 95991, USA
Phone (530) 329-8617
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Wells Fargo Bank
3 out of 5
Location 900 Colusa Ave, Yuba City, CA 95991, USA
Phone (530) 751-9102
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1103 Butte House Rd A, Yuba City, CA 95991, USA
Phone (530) 671-2179
Directions
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 1100 Butte House Rd, Yuba City, CA 95991, USA
Phone (530) 671-8488
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Marcia E Myers Bookkeeping-Tax
Location 1341 Gray Ave, Yuba City, CA 95991, USA
Phone (530) 671-7397
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Law Office of Robert Ash
Location 1634 Poole Blvd #300, Yuba City, CA 95993, USA
Phone (844) 763-8233
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Boyer Investment Management
Location 1190 Civic Center Blvd, Yuba City, CA 95993, USA
Phone (530) 671-6060
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 832 Richland Rd Suite A, Yuba City, CA 95991, USA
Phone (530) 673-7012
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Owen Arnoff Tax Services
5 out of 5
Location 761 Plumas St Box 242, Yuba City, CA 95992, USA
Phone (530) 300-0066
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Azim Financial Services
Location 1469 Butte House Rd # D, Yuba City, CA 95993, USA
Phone (530) 673-0502
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Wells Fargo Advisors
Location 1286 Stabler Ln, Yuba City, CA 95993, USA
Phone (530) 821-4965
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Raymond James Financial Services
Location 1441 Colusa Ave, Yuba City, CA 95992, USA
Phone (530) 790-2661
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David Behr CPA
5 out of 5
Location 1650 Sierra Ave, Yuba City, CA 95993, USA
Phone (530) 671-9505
Directions
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New York Life Insurance Company
5 out of 5
Location 440 N Palora Ave G, Yuba City, CA 95991, USA
Phone (530) 763-3044
Directions
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Sutter Buttes Business Services
5 out of 5
Location 1510 Poole Blvd #201, Yuba City, CA 95993, USA
Phone (530) 216-7394
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Tiffany Chatkara, Finance of America Mortgage LLC
Location 210 4th St, Marysville, CA 95901, USA
Phone (530) 300-2869
Directions
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Fidelity Integrated Financial
Location Yuba City, CA 95991, USA
Phone (530) 713-3012
Directions
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Wells Fargo Advisors
Location 900 Colusa Ave, Yuba City, CA 95991, USA
Phone (530) 751-9102
Directions
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Citizens Business Bank
2 out of 5
Location 700 Plumas St, Yuba City, CA 95991, USA
Phone (530) 674-8900
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Sharece Vanmeurs, Bankers Life Agent
Location 855 Harter Pkwy STE 240, Yuba City, CA 95993, USA
Phone (916) 724-0501
Directions
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Norcal Payroll
SEC File# 801-111055
CRD# 158043
Location Yuba City, CA 95991, USA
Directions
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Unique Writers
5 out of 5
Location 950 Tharp Rd STE 800, Yuba City, CA 95993, USA
Phone (530) 674-0100
Directions
Financial Advisors in Yuba City, CA

Where Certified Financial Advisors in Yuba City, CA Serve

Yuba City, CA is a bustling city located in Sutter County, Northern California. The city is home to a wide range of landmarks, including the Sutter Buttes, which is considered the world's smallest mountain range, and the Bicentennial Living Witness Tree, which is a historic tree that has stood for over 200 years. The city's economy is driven by a diverse range of top employers, including Sunsweet Growers, Inc., Sutter Health, and Yuba City Unified School District. These companies provide a wide range of job opportunities for residents and contribute to the city's overall economic growth. Yuba City is conveniently located near major highways and streets, including Highway 99 and Highway 20, which provide easy access to nearby cities and towns. The city is also home to a number of neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Tierra Buena, Regency Park, and River Oaks.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Yuba City, CA have access to a variety of banking services to meet their financial needs. The most common ways that banks serve the community include providing checking and savings accounts, loans and mortgages, credit cards, and investment options. One specific aspect of Yuba City that sets it apart is its large agricultural industry. Many banks in the area offer specialized agricultural financing options to support local farmers and ranchers. Additionally, with a growing population and economy, Yuba City is seeing an increase in small business development. Banks in the area are offering tailored services to support these entrepreneurs, including business loans and merchant services. Overall, banks in Yuba City are committed to meeting the unique financial needs of its diverse community.

Insurance Broker

Residents of Yuba City, CA can greatly benefit from the services of an insurance broker. With its location in the Central Valley, Yuba City is vulnerable to natural disasters such as floods and wildfires. An insurance broker can help residents find the right coverage to protect their homes and belongings from potential damage. Additionally, Yuba City has a large agricultural community, with many residents working in the farming industry. An insurance broker can assist these individuals in finding the appropriate coverage for their equipment and crops, ensuring that their livelihoods are protected in the event of a loss. Overall, an insurance broker can provide valuable assistance to residents of Yuba City, helping them navigate the complex world of insurance and find the coverage they need to protect their assets and achieve peace of mind.

Retirement Planning

Residents of Yuba City, CA can benefit greatly from the services of a retirement planner. With a population of over 65,000, many individuals in the area may be approaching retirement age or have already retired. A retirement planner can assist them in creating a comprehensive plan to ensure they have enough income to support themselves throughout their retirement years. Additionally, Yuba City has a large agricultural industry, and a retirement planner can help farmers and other agricultural workers navigate the unique challenges they may face in planning for retirement, such as fluctuating income and uncertain market conditions. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Yuba City as they plan for their future.

Wealth Management

Residents of Yuba City, CA can benefit greatly from the services of a wealth manager. A wealth manager can help residents with financial planning, investment management, and retirement planning. Yuba City is a growing community, and many residents are looking for ways to invest and grow their wealth. A wealth manager can help residents navigate the complex world of investing and make informed decisions about their finances. Additionally, Yuba City is home to many retirees who may need help managing their retirement savings. A wealth manager can provide guidance on how to maximize retirement savings and ensure a comfortable retirement. Overall, a wealth manager can provide valuable support to residents of Yuba City looking to secure their financial future.

Mortgage Loan Officer

Residents of Yuba City, CA can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the local housing market. Yuba City is a growing city with a diverse population, and finding the right home can be challenging. A mortgage loan officer can help residents understand the different types of mortgages available, the requirements for each, and how to qualify for them. They can also provide guidance on the best neighborhoods for their budget and lifestyle, as well as help them negotiate with sellers. Additionally, a mortgage loan officer can help residents understand the unique challenges of buying a home in Yuba City, such as the impact of flooding on property values and insurance rates. Overall, working with a mortgage loan officer can make the home buying process smoother and more successful for residents of Yuba City.

Tax Services

Residents of Yuba City, CA would greatly benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help local residents navigate the complex tax laws and regulations specific to California and Yuba City. They can provide guidance on tax planning, deductions, credits, and exemptions to help residents minimize their tax liability and maximize their refunds. Additionally, a tax advisor can assist Yuba City residents with tax compliance and representation in case of an audit or dispute with the IRS. With the help of a tax advisor, Yuba City residents can stay on top of their tax obligations and make informed decisions that will positively impact their financial wellbeing.

Estate Planning Lawyer

Residents of Yuba City, CA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the smooth transfer of assets and property to loved ones after death. This is especially important in Yuba City, where the population is largely made up of retirees and elderly individuals who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can assist with the creation of a living will or trust, which can provide peace of mind and financial security for both the individual and their family. By working with an experienced estate planning lawyer, residents of Yuba City can ensure that their wishes are carried out and their loved ones are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Yuba City, CA