Wealth Management in Jackson, CA

We did the hard work of finding trustworthy partners in Jackson, CA. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Jackson, CA Wealth Management Firms

generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 11960 CA-88 Suite 3008, Jackson, CA 95642, USA
Phone (209) 223-3186
Directions
generic_business-71
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC
Location 2033 N Main St Ste 363, Walnut Creek, CA 94596, USA
Phone (925) 482-0886
Directions
generic_business-71
Central Coast Wealth Management
5 out of 5
Location 1104 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 439-0370
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Jackson Thoreson
Location 50 W San Fernando St 16th Floor, San Jose, CA 95113, USA
Phone (408) 283-3004
Directions
generic_business-71
William Peterson Financial Planning
5 out of 5
Location 161 Main St, Jackson, CA 95642, USA
Phone (209) 257-3363
Directions
generic_business-71
Rna Financial
Location A, Jackson, CA 95642, USA
Phone (888) 203-8797
Directions
generic_business-71
Jackson & Associates Wealth Management
Location 1065 W Grand Ave ste a, Grover Beach, CA 93433, USA
Phone (805) 489-7698
Directions
Wealth Management in Jackson, CA

Where Wealth Management Advisors in Jackson, CA Serve

Nestled in the heart of Amador County, Jackson, CA is a charming town filled with rich history and breathtaking landmarks. From the iconic Kennedy Gold Mine to the stunning Butte Store, there's no shortage of sights to see in this quaint community. As for top employers, Jackson Rancheria Casino Resort and Sutter Amador Hospital are two of the largest, providing ample job opportunities for locals. When it comes to transportation, Highway 49 runs right through the heart of town, making it easy to get around. And with neighborhoods like Jackson Pines and Gold Rush Village, there's a diverse range of living options for those looking to call Jackson home. So whether you're a history buff, a job seeker, or simply looking for a beautiful place to live, Jackson has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jackson, CA could benefit from a bank in a multitude of ways. For starters, a bank could provide financial services and products to help individuals and families manage their money more effectively. This could include basic checking and savings accounts, loans for home or car purchases, and investment opportunities to help grow their wealth. Additionally, a bank could offer financial education and resources to help residents make informed decisions about their finances. One specific aspect of Jackson, CA that a bank could address is the need for small business loans. With a population of just over 4,000 people, Jackson is a small town with limited job opportunities. By providing small business loans, a bank could help local entrepreneurs start or expand their businesses, which could in turn create more jobs and boost the local economy.

Insurance Broker

Residents of Jackson, CA can benefit from the expertise of an insurance broker in a multitude of ways. With the town's location in Amador County, a region known for its high wildfire risk, an insurance broker can help residents navigate the complexities of wildfire insurance coverage. Additionally, an insurance broker can assist residents in finding affordable health insurance options, especially with the recent closure of the town's only hospital. Furthermore, with Jackson's growing population of retirees, an insurance broker can provide guidance on Medicare and other retirement-related insurance options. Overall, an insurance broker can be a valuable resource for Jackson residents in navigating the often confusing and overwhelming world of insurance.

Retirement Planning

Residents of Jackson, CA could benefit from the expertise of a retirement planner in a variety of ways. Specifically, given the town's high median age of 51 years old, retirement planning is of utmost importance. A retirement planner can assist with creating a comprehensive financial plan that takes into account not only retirement savings, but also potential healthcare costs, long-term care needs, and estate planning. Additionally, with the town's proximity to the Sierra Nevada mountains, a retirement planner could provide guidance on how to maximize retirement income while still enjoying the natural beauty and outdoor activities that Jackson has to offer. With a retirement planner's help, residents of Jackson can feel more confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Residents of Jackson, CA can benefit from the guidance of a financial advisor in numerous ways. Firstly, given the town's location in the Sierra Nevada foothills, many residents may have investments in the timber industry or other natural resource-based businesses. A financial advisor can help these individuals navigate the often volatile market conditions of these industries, providing advice on when to buy and sell to maximize profits. Additionally, with the town's median household income being lower than the state average, a financial advisor can help families create budgets and savings plans to ensure they are able to meet their financial goals. Furthermore, with the ongoing COVID-19 pandemic affecting many businesses in the area, a financial advisor can assist in creating contingency plans and finding alternative sources of income. Overall, a financial advisor can provide valuable insight and expertise to residents of Jackson, CA, helping them to make informed financial decisions and secure their financial futures.

Mortgage Loan Officer

Residents of Jackson, CA can greatly benefit from the assistance of a mortgage loan officer. With the city's population of over 4,500 residents, many individuals are seeking to purchase their own homes. A mortgage loan officer can aid in the process of securing a loan for a home, helping residents navigate the complex world of mortgage lending. Additionally, Jackson, CA is located in Amador County, an area known for its high cost of living. A mortgage loan officer can assist residents in finding affordable loan options that fit their budget, allowing them to purchase a home in this beautiful and desirable location. With their expertise and knowledge of the lending industry, a mortgage loan officer can provide invaluable assistance to residents of Jackson, CA in achieving their dream of homeownership.

Tax Services

Residents of Jackson, CA can benefit from the expertise of a tax advisor in a variety of ways. One specific example is the fact that many residents in this area are self-employed small business owners. A tax advisor can help these individuals navigate the complex tax laws and regulations that apply to their businesses, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist individuals who are dealing with unique tax situations, such as those who have recently inherited property or assets. With their knowledge and experience, a tax advisor can provide valuable guidance and support to residents of Jackson, CA, helping them to make informed decisions and minimize their tax liability.

Estate Planning Lawyer

Residents of Jackson, CA could benefit from an estate planning lawyer in various ways. Firstly, the lawyer can assist in drafting wills and trusts to ensure that the client's assets are distributed according to their wishes. This is particularly important for residents of Jackson, CA, as the town has a high population of retirees and elderly individuals who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help clients minimize estate taxes and avoid probate, which can be a lengthy and expensive process. Furthermore, the lawyer can provide guidance on healthcare directives and powers of attorney, ensuring that clients have a plan in place in case of incapacitation. Overall, an estate planning lawyer can help residents of Jackson, CA protect their assets and provide peace of mind for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs