Wealth Management in El Dorado Hills, CA

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List of Firms

El Dorado Hills, CA Wealth Management Firms

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Lynberg Wealth Management, LLC
Location 4183 Windsor Point Pl, El Dorado Hills, CA 95762, USA
Phone (916) 500-1972
Directions
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Goldenstone Wealth Management
Location 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, USA
Phone (916) 799-6527
Directions
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Bastoni Financial Services
Location 2600 E Bidwell St Ste 260, Folsom, CA 95630, USA
Phone (888) 684-4700
Directions
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Talon Wealth Management
5 out of 5
Location 620 Coolidge Dr #220, Folsom, CA 95630, USA
Phone (916) 925-8900
Directions
SEC File# 801-121878
CRD# 168744
5 out of 5
Location 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762, USA
Phone (916) 384-0050
Directions
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Gavden Investments
Location 4364 Town Center Blvd UNIT 316, El Dorado Hills, CA 95762, USA
Phone (916) 358-9174
Directions
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Trinity Wealth Advisors - Ameriprise Financial Services, LLC
Location 1130 Iron Point Rd Ste 150, Folsom, CA 95630, USA
Phone (916) 351-0000
Directions
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Bridgeview Capital Advisors Inc - David N. Waldrop, CFP®
5 out of 5
Location 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, USA
Phone (916) 235-6857
Directions
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Personal Management Consultant
Location 1204 Suncast Ln # 2, El Dorado Hills, CA 95762, USA
Phone (916) 933-8251
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1121 White Rock Rd Suite 201, El Dorado Hills, CA 95762, USA
Phone (916) 941-3683
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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The MosaicPointe Wealth Management Group - Morgan Stanley
Location 2365 Iron Point Rd Ste 235, Folsom, CA 95630, USA
Phone (916) 983-8888
Directions
SEC File# 801-18564
CRD# 105348
Location 4364 Town Center Blvd Ste. 213, El Dorado Hills, CA 95762, USA
Phone (866) 273-2848
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Kaizen Capital Management
Location 2101 Frascati Dr, El Dorado Hills, CA 95762, USA
Phone (916) 337-1342
Directions
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Bellwether Capital Management LLC
Location 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, USA
Phone (888) 338-0777
Directions
SEC File# 801-108216
CRD# 166173
5 out of 5
Location 101 Parkshore Dr, Folsom, CA 95630, USA
Phone (855) 515-5896
Directions
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Leonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C.-Financial Advisor
Location 1837 Iron Point Rd Ste 100, Folsom, CA 95630, USA
Phone (916) 989-3295
Directions
Wealth Management in El Dorado Hills, CA

Where Wealth Management Advisors in El Dorado Hills, CA Serve

El Dorado Hills, CA is a vibrant and dynamic community nestled in the foothills of the Sierra Nevada mountains. It is home to a plethora of landmarks, including the Folsom Lake State Recreation Area, the El Dorado Hills Town Center, and the Community Park. The town is also known for its top employers, such as Intel, Blue Shield of California, and Aerojet Rocketdyne. Major highways and streets in the area include Highway 50, El Dorado Hills Boulevard, and Silva Valley Parkway. The town is divided into several neighborhoods, each with its own unique character and charm, such as Serrano, Waterford, and Blackstone. With its stunning natural beauty, thriving economy, and welcoming community, El Dorado Hills is truly a gem of the Sacramento region.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of El Dorado Hills, CA can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for various purposes, such as purchasing a home or starting a business. Additionally, banks offer savings and checking accounts that allow residents to manage their finances effectively. With the town's proximity to Folsom Lake, a popular recreational area, banks in El Dorado Hills can also provide loans for purchasing boats or recreational vehicles. Moreover, with the town's growing population, banks can help residents with financial planning and investment advice to secure their future. Overall, banks in El Dorado Hills can provide a range of services that can help residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of El Dorado Hills, CA can benefit from the services of an insurance broker in a multitude of ways. With the region's proximity to the Sierra Nevada mountain range, homeowners may require specialized coverage for their properties to protect against natural disasters such as wildfires and floods. Additionally, the community's affluent demographic may require coverage for high-value assets such as luxury cars and vacation homes. An insurance broker can help residents navigate the complexities of insurance policies, ensuring they have the appropriate coverage for their unique needs. Furthermore, with the area's growing population and increasing traffic on local roads, residents may benefit from liability coverage to protect against accidents. An insurance broker can provide expert guidance on policy options and help residents secure the best rates. Overall, with the many potential risks and unique needs of El Dorado Hills, CA residents, an insurance broker can provide invaluable support and peace of mind.

Retirement Planning

Residents of El Dorado Hills, CA could benefit from the expertise of a retirement planner in a variety of ways. For example, a retirement planner could assist them in developing a comprehensive financial plan that takes into account their unique goals and circumstances. This could include creating a budget, identifying potential sources of income in retirement, and determining the best investment strategies to maximize their savings. Additionally, a retirement planner could help residents of El Dorado Hills navigate the complex world of Social Security and Medicare, ensuring that they are maximizing their benefits and minimizing their out-of-pocket expenses. With its proximity to Sacramento and the Bay Area, residents of El Dorado Hills may also benefit from a retirement planner's expertise in estate planning, tax planning, and other financial matters that are particularly relevant in California's high-cost, high-tax environment. Overall, a retirement planner can provide residents of El Dorado Hills with the peace of mind and financial security they need to enjoy their retirement years to the fullest.

Financial Advisor

Residents of El Dorado Hills, CA could benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor could be particularly helpful is in navigating the local real estate market. El Dorado Hills is a community with a high median home value, and residents may need assistance in managing their mortgage payments, refinancing, or investing in property. Additionally, a financial advisor could provide guidance on retirement planning, investment strategies, and tax planning. With the complexities of the financial world constantly evolving, a financial advisor can help residents stay on top of their finances and make informed decisions to secure their financial future.

Mortgage Loan Officer

Residents of El Dorado Hills, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist residents in securing a mortgage for a new home purchase or refinancing an existing mortgage. With the high cost of living in El Dorado Hills, many residents may struggle to afford the down payment or monthly mortgage payments. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, El Dorado Hills is known for its luxury homes and properties, which can require specialized financing options. A mortgage loan officer can provide residents with tailored solutions to meet their unique needs and goals. Overall, working with a mortgage loan officer can be a vital resource for residents of El Dorado Hills looking to achieve their homeownership dreams.

Tax Services

Residents of El Dorado Hills, CA could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding real estate in El Dorado Hills. With its prime location in the foothills of the Sierra Nevada mountains, El Dorado Hills is home to many high-end properties and luxury homes. A tax advisor could assist residents in understanding the tax implications of buying or selling a home in this area, as well as help them to maximize their deductions and minimize their tax liability. Additionally, a tax advisor could provide guidance on estate planning and wealth management strategies, which can be especially important for El Dorado Hills residents who have significant assets and investments. Overall, working with a tax advisor can help residents of El Dorado Hills to make informed financial decisions and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of El Dorado Hills, CA can greatly benefit from the expertise of an estate planning lawyer. With the town's high median household income and affluent population, many individuals may require specialized estate planning services to ensure their assets are properly managed and distributed. An estate planning lawyer can assist in creating a comprehensive plan that addresses important issues such as asset protection, tax minimization, and healthcare directives. Additionally, El Dorado Hills is home to many retirees who may require assistance in creating a living will or trust to ensure their wishes are carried out in the event of incapacitation or death. With the complexities of California's estate laws, an estate planning lawyer can provide invaluable guidance and expertise to residents of El Dorado Hills looking to protect their assets and secure their legacy for future generations.

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