Wealth Management in Placer County, CA

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List of Firms

Placer County, CA Wealth Management Firms

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South Placer Wealth Management Group
4 out of 5
Location 3175 Sunset Blvd #102, Rocklin, CA 95677, USA
Phone (916) 259-1402
Language http://www.spwmg.com/
Directions
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Sutter Wealth Management
Location 3500 Douglas Blvd #150, Roseville, CA 95661, USA
Phone (877) 284-3001
Language http://www.sutterwealthmanagement.com/
Directions
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Merrill Lynch Wealth Management Advisor Sean M Lucas
Location 2998 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 774-8024
Language https://fa.ml.com/california/roseville/sean-m-lucas
Directions
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Sullivan Wealth Management Group
Location 3721 Douglas Blvd #205, Roseville, CA 95661, USA
Phone (916) 526-0740
Language http://www.sullivanwmg.com/
Directions
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Capital Planning Advisors
SEC File# 801-79170
CRD# 170266
Location 1420 Rocky Ridge Dr #140, Roseville, CA 95661, USA
Phone (916) 286-7650
Language http://www.capitalplanningadvisors.com/
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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Merrill Lynch Wealth Management Advisor Aubrey Currington
Location 2998 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 878-3153
Language https://fa.ml.com/california/roseville/aubreycurrington
Directions
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The Abbott Wealth Management Group - Morgan Stanley
Location 1478 Stone Point Dr Suite 500, Roseville, CA 95661, USA
Phone (916) 797-7760
Language https://advisor.morganstanley.com/the-abbott-wealth-management-group?y_source=1_MTA4MjEzMDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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DIMENSIONS WEALTH MANAGEMENT
SEC File# 801-123725
CRD# 298928
Location 915 Highland Pointe Dr STE 250, Roseville, CA 95678, USA
Phone (916) 330-4108
Language http://dimensionswm.com/
Directions
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Merrill Lynch Wealth Management Advisor Judith A Davidson
Location 2998 Douglas Blvd, Roseville, CA 95661, USA
Phone (916) 774-8053
Language https://fa.ml.com/california/roseville/judith_davidson
Directions
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Baird Private Wealth Management
4 out of 5
Location 1400 Rocky Ridge Dr #250, Roseville, CA 95661, USA
Phone (877) 792-3667
Language https://roseville.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=181
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Wealth Management in Placer County, CA

Where Wealth Management Advisors in Placer County, CA Serve

Placer County, located in Northern California, boasts a diverse landscape of mountains, lakes, and rivers. Within its borders lie several notable landmarks, including the historic Auburn Courthouse, the stunning Folsom Lake, and the world-renowned ski resort of Squaw Valley. Placer County is also home to a thriving economy, with top employers such as Kaiser Permanente, Hewlett Packard Enterprise, and the County of Placer providing jobs to thousands of residents. Major highways and streets, such as Interstate 80 and State Route 65, connect the county to neighboring regions and cities. Neighborhoods such as Rocklin, Roseville, and Lincoln offer a variety of housing options, from cozy bungalows to sprawling estates. With its natural beauty, strong economy, and welcoming communities, Placer County is a desirable destination for visitors and residents alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Placer County, CA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to individuals who need loans for business ventures or personal expenses. With the county's growing population and economy, there is a significant demand for small business loans. Secondly, banks offer services such as savings and checking accounts, which can help residents manage their finances more efficiently. Given the county's proximity to Lake Tahoe, many residents may require a bank that offers services for outdoor enthusiasts, such as loans for recreational equipment or vacation homes. Furthermore, banks can provide investment opportunities to residents who wish to grow their wealth. Placer County is known for its diverse economy, with industries ranging from agriculture to technology. Therefore, banks can offer investment options tailored to the county's unique economic landscape. Finally, banks can offer financial education and resources to residents who may not have access to such information. This can help individuals make informed decisions about their finances and improve their financial literacy.

Insurance Broker

Residents of Placer County, CA can benefit from the services of an insurance broker in numerous ways. With the county being home to several large corporations, small businesses, and a thriving agricultural industry, residents can benefit from an insurance broker's expertise in navigating the complex insurance market. An insurance broker can help residents find the best coverage options for their homes, businesses, and farms, taking into account the unique risks and challenges that come with living in Placer County. For example, residents in the forested areas of the county may require additional coverage for wildfire and flood damage, while farmers may need specialized coverage for crop damage due to weather or pests. An insurance broker can also help residents understand the various state and federal regulations that affect insurance coverage in Placer County, ensuring that they are fully protected in the event of an unforeseen event. Overall, the services of an insurance broker can provide peace of mind to residents of Placer County, knowing that they have the best possible coverage for their specific needs.

Retirement Planning

Residents of Placer County, CA could greatly benefit from the expertise of a retirement planner. With a population of over 400,000 people, Placer County is a diverse area with unique financial needs. A retirement planner could help residents navigate the complexities of retirement planning, including managing investments, creating a budget, and determining the best time to retire. Additionally, Placer County is home to a large number of retirees, and a retirement planner could help these individuals maximize their retirement income and ensure that they are financially secure throughout their golden years. With the rising cost of living in California, it is more important than ever for Placer County residents to have a solid retirement plan in place, and a retirement planner can provide the guidance and support needed to achieve this.

Financial Advisor

Residents of Placer County, CA can benefit from the expertise of a financial advisor in a variety of ways. With the county's proximity to Sacramento and Lake Tahoe, many residents are employed in the government and tourism industries, respectively. A financial advisor can help these individuals navigate the complexities of their employer-sponsored retirement plans and ensure they are on track to meet their long-term financial goals. Additionally, Placer County is known for its high cost of living, particularly in areas such as Roseville and Rocklin. A financial advisor can assist residents in creating a budget and developing a savings plan to help them achieve financial stability despite the area's high expenses. Finally, Placer County is home to a significant number of retirees. A financial advisor can provide guidance on how to maximize retirement income, manage healthcare costs, and plan for long-term care needs. Overall, a financial advisor can be a valuable resource for Placer County residents looking to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Placer County, CA would benefit greatly from the expertise of a mortgage loan officer. With a population of over 390,000 people, Placer County is a diverse and thriving community that is home to a variety of industries, including healthcare, education, and tourism. A mortgage loan officer can help residents of Placer County navigate the complex process of securing a home loan, providing guidance on everything from credit scores and down payments to interest rates and closing costs. Additionally, a mortgage loan officer can help residents of Placer County find loan programs that are specific to their needs, such as first-time homebuyers or veterans. With housing prices in Placer County on the rise, working with a mortgage loan officer is more important than ever for residents who want to achieve their dream of homeownership.

Tax Services

Residents of Placer County, CA can benefit from the expertise of a tax advisor in various ways. With the county's booming tourism industry, tax advisors can help small business owners navigate the complex tax laws and regulations that come with operating in the hospitality sector. Additionally, with the county's high median household income, residents may have more complicated tax situations that require the guidance of a professional. Tax advisors can also assist with estate planning and ensuring that assets are distributed in a tax-efficient manner. The ever-changing tax laws and regulations can be overwhelming, and a tax advisor can provide peace of mind by staying up-to-date on the latest developments and helping residents make informed decisions. Overall, the assistance of a tax advisor can be invaluable for residents of Placer County, CA looking to navigate the complexities of the tax system.

Estate Planning Lawyer

Residents of Placer County, CA can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create comprehensive plans for their assets and properties, ensuring that their wishes are carried out after they pass away. In Placer County specifically, an estate planning lawyer can assist with complex issues related to property ownership and inheritance laws, which can vary greatly from state to state. Additionally, residents of Placer County may have unique concerns related to the area's high cost of living and rapidly growing population, which can impact their estate planning needs. An experienced lawyer can help navigate these challenges and create customized plans that meet the specific needs of each client. From creating wills and trusts to establishing power of attorney and healthcare directives, an estate planning lawyer can provide invaluable support to residents of Placer County, helping them protect their assets and provide for their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Placer County, CA can provide a wide range of wealth management services to their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With Placer County being one of the fastest-growing counties in California, it is crucial for a wealth manager to have a deep understanding of the local economy and the various investment opportunities that are available. The wealth manager can help clients navigate the complexities of the financial markets and develop a personalized investment strategy that aligns with their financial goals. They can also provide guidance on tax-efficient investing strategies and help clients protect their wealth through risk management techniques. Overall, a wealth manager in Placer County, CA can provide invaluable support to individuals and families looking to build and preserve their wealth for future generations.

Placer County, CA is the ideal location for those seeking a wealth manager. With its diverse economy, including industries such as healthcare, technology, and agriculture, the county offers a wealth of opportunities for investment and financial growth. Additionally, the county's proximity to major metropolitan areas such as Sacramento and San Francisco provides access to a wide range of investment options. Placer County's strong community and commitment to education also make it an attractive location for wealth management. The county's excellent schools and universities provide a steady stream of talented individuals who are well-equipped to handle complex financial matters. Furthermore, the county's commitment to sustainability and environmental stewardship ensures that wealth managers in Placer County have access to a range of socially responsible investment opportunities. Overall, Placer County's unique blend of economic diversity, access to major markets, strong community, and commitment to sustainability make it the perfect location for those seeking a skilled and knowledgeable wealth manager.