Best Financial Advisors in Butte County, CA

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List of Firms

Butte County, CA Fiduciary Financial Advisors

SEC File# 801-120944
CRD# 160276
4 out of 5
Location 2126 5th Ave, Oroville, CA 95965, USA
Phone (530) 589-2515
Directions
SEC File# 801-70849
CRD# 151434
Location 2371 Washington Ave, Oroville, CA 95966, USA
Phone (530) 532-4987
Directions
SEC File# 801-113350
CRD# 282595
5 out of 5
Location 196 Cohasset Rd #100, Chico, CA 95926, USA
Phone (530) 487-1777
Directions
Curtiss Landers & Co
Location Paradise, CA 95969, USA
Phone (530) 872-4700
Directions
Daniel Kluis - Thrivent
Location 48 Bellarmine Ct Ste. 70, Chico, CA 95928, USA
Phone (530) 896-1896
Directions
Legacy by Design, LLC
Location 2550 Lakewest Dr # 10, Chico, CA 95928, USA
Phone (530) 671-2100
Directions
Altum Wealth Advisors | S. Cliadakis, CFP®
5 out of 5
Location 1074 East Ave suite t-1, Chico, CA 95926, USA
Phone (530) 924-0110
Directions
Gregory Debord - Raymond James
Location 250 Vallombrosa Ave, Chico, CA 95926, USA
Phone (530) 809-0030
Directions
HBW Advisory Services
Location 1395 Ridgewood Blvd STE 300, Chico, CA 95973, USA
Phone (866) 518-2599
Directions
Edward Jones - Financial Advisor: Travis L Barker
3 out of 5
Location 6311 Skyway, Paradise, CA 95969, USA
Phone (530) 872-7000
Directions
Edward Jones - Financial Advisor: John Dausman
5 out of 5
Location 217 Flume St Suite 100, Chico, CA 95928, USA
Phone (530) 879-9199
Directions
Securities America Inc
Location 7054 Skyway, Paradise, CA 95969, USA
Phone (530) 877-4111
Directions
Pursestrings
5 out of 5
Location 205 Loma Vista Dr, Oroville, CA 95966, USA
Phone (415) 759-0818
Directions
Edward Jones - Financial Advisor: David T Green
5 out of 5
Location 2101 Forest Ave Ste 120, Chico, CA 95928, USA
Phone (530) 892-8460
Directions
The Dutro and Russell Group - Morgan Stanley
Location 555 Main St Suite 100, Chico, CA 95928, USA
Phone (530) 879-3260
Directions
Financial Advisors in Butte County, CA

Where Certified Financial Advisors in Butte County, CA Serve

Butte County, located in Northern California, is a land of rolling hills, verdant forests, and bustling cities. Home to a plethora of landmarks, including the Bidwell Mansion State Historic Park, the Oroville Dam, and the Feather River Canyon, Butte County is a place of natural beauty and cultural significance. The top employers in Butte County include Enloe Medical Center, Butte College, and the Chico Unified School District, providing ample opportunities for education and healthcare careers. Major highways and streets such as Highway 99, Highway 70, and the Skyway connect the county's cities and towns, making travel easy and convenient. Butte County is divided into several neighborhoods, each with its own unique character and charm. From the historic downtown area of Chico to the sprawling suburbs of Oroville, Butte County has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Butte 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 like Chico and Oroville. Butte County is also home to many rural areas, so mobile banking and online banking services are popular options for residents who may not have easy access to physical bank locations. Additionally, many banks in Butte County offer specialized services for the agriculture industry, which is a significant part of the local economy. Whether it's depositing a check, applying for a loan, or managing their finances on-the-go, residents of Butte County have a range of banking options available to them.

Insurance Broker

Residents of Butte County, CA can benefit from an insurance broker in many ways. First and foremost, an insurance broker can help them navigate the complex world of insurance policies and find the right coverage for their specific needs. This is especially important in Butte County, which is prone to wildfires and other natural disasters. An insurance broker can help residents understand their options for homeowners insurance, flood insurance, and other types of coverage that can protect them in the event of a disaster. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or better coverage for the same price. With the help of an insurance broker, residents of Butte County can have peace of mind knowing that they are properly protected against the unexpected.

Retirement Planning

Residents of Butte County, CA could greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner could help Butte County residents is by creating a personalized retirement plan that takes into account their unique financial situation and goals. With a retirement planner's guidance, residents can develop a plan that ensures they have enough money to live comfortably during their retirement years. Additionally, a retirement planner can help residents navigate the complex world of retirement benefits, such as Social Security and Medicare, which can be especially important for those living in Butte County, where the population is aging and healthcare costs are rising. By working with a retirement planner, residents of Butte County can feel confident that they are making the best decisions for their financial future.

Wealth Management

Residents of Butte County, CA could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways a wealth manager could assist Butte County residents is by helping them navigate the unique financial challenges that come with living in a rural area. For example, many Butte County residents work in industries such as agriculture or forestry, which can be highly seasonal and unpredictable. A skilled wealth manager could help these individuals plan for fluctuations in income and develop strategies to protect their assets during lean times. Additionally, Butte County is prone to natural disasters such as wildfires and floods, which can have a devastating impact on personal finances. A wealth manager could help residents prepare for these events by developing a comprehensive risk management plan that includes insurance coverage and emergency savings. Overall, a wealth manager can be an invaluable resource for residents of Butte County looking to secure their financial future.

Mortgage Loan Officer

Residents of Butte County, CA would be helped by a mortgage loan officer in several ways. Firstly, the officer can assist them in finding a suitable mortgage plan that fits their unique financial situation. This is particularly important for residents of Butte County, CA, who face the challenge of living in an area prone to wildfires. A mortgage loan officer can provide guidance on how to obtain a mortgage that includes insurance for fire damage and other natural disasters. Additionally, the officer can help residents navigate the complex process of applying for a mortgage, including filling out paperwork, verifying income and credit history, and securing the best interest rates. Overall, a mortgage loan officer can be a valuable resource for residents of Butte County, CA, who are looking to purchase a home or refinance an existing mortgage.

Tax Services

Residents of Butte County, CA can benefit greatly from the expertise of a tax advisor. With the county being home to a significant number of agricultural businesses, a tax advisor can assist farmers and ranchers with navigating complex tax laws and regulations specific to their industry. Additionally, with the county being prone to natural disasters such as wildfires, a tax advisor can help residents who have suffered losses due to these events with tax deductions and credits. Furthermore, with Butte County being home to a large retired population, a tax advisor can assist seniors with tax planning and ensuring they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance to residents of Butte County in navigating the often-confusing world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Butte County, CA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them create a comprehensive plan for their assets and properties. Butte County is a diverse area with a mix of urban and rural communities, and many residents own valuable real estate or businesses. An estate planning lawyer can assist in developing a plan that ensures their assets are protected and distributed according to their wishes. Additionally, Butte County is prone to natural disasters such as wildfires, and an estate planning lawyer can help residents prepare for such events by including contingencies in their plans. By working with an estate planning lawyer, residents of Butte County can have peace of mind knowing their assets and loved ones are protected.

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