Wealth Management in Rocklin, CA

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List of Firms

Rocklin, CA Wealth Management Firms

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Lighthouse Financial & Tax
5 out of 5
Location 2204 Plaza Dr #100, Rocklin, CA 95765, USA
Phone (916) 677-6677
Directions
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Roseman Wagner Wealth Management
SEC File# 801-69561
CRD# 148221
Location 4970 Rocklin Rd STE 200, Rocklin, CA 95677, USA
Phone (916) 652-1524
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-113898
CRD# 291805
Location 1075 Creekside Ridge Dr #160, Roseville, CA 95678, USA
Phone (916) 367-4540
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Integrity Financial Group
5 out of 5
Location 5726 Lonetree Blvd, Rocklin, CA 95765, USA
Phone (916) 300-1560
Directions
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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
Directions
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Tidwell Wealth Management
Location 2209 Plaza Dr Suite 200, Rocklin, CA 95765, USA
Phone (916) 462-8596
Directions
Wealth Management in Rocklin, CA

Where Wealth Management Advisors in Rocklin, CA Serve

Rocklin, CA is a vibrant city located in Placer County, nestled in the foothills of the Sierra Nevada mountains. It is home to many landmarks, including the historic Quarry Park, which features a museum, amphitheater, and beautiful walking trails. The city is also known for its excellent schools, with top employers including the Rocklin Unified School District and Sierra College. Major highways such as Interstate 80 and State Route 65 run through Rocklin, providing easy access to nearby cities and attractions. The city boasts a variety of neighborhoods, each with its own unique character and charm, from the upscale Whitney Oaks to the family-friendly Stanford Ranch. Whether you're looking for outdoor recreation, top-notch education, or a thriving business community, Rocklin has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rocklin, CA would greatly benefit from the services offered by a bank. With its growing population of over 69,000, Rocklin is a city that is constantly on the move. A bank can provide financial assistance to its residents in a variety of ways, including loans for home purchases, car purchases, and business ventures. Additionally, banks can offer savings accounts, checking accounts, and credit cards to help residents manage their finances. With the city's proximity to Sacramento and Lake Tahoe, a bank can also provide travel-related services such as foreign currency exchange and travel insurance. Furthermore, with the rise of technology, banks can offer online banking services and mobile apps to make banking more accessible and convenient for residents. With all these services, a bank can truly be a valuable asset to the residents of Rocklin, CA.

Insurance Broker

Residents of Rocklin, CA can benefit greatly from the services of an insurance broker. With the city's rapidly growing population and diverse demographics, an insurance broker can help residents navigate the complex world of insurance policies and find coverage that meets their unique needs. For example, with the city's proximity to the Sierra Nevada Mountains, residents may need specialized coverage for potential natural disasters such as wildfires or earthquakes. Additionally, an insurance broker can assist small business owners in finding comprehensive coverage for their operations, which is especially important in a city with a thriving entrepreneurial community like Rocklin. Furthermore, with the ongoing COVID-19 pandemic, an insurance broker can provide guidance on health insurance options and coverage for unexpected medical expenses. Overall, an insurance broker can provide invaluable expertise and support to residents of Rocklin, CA in securing the best insurance coverage for their specific situations.

Retirement Planning

Residents of Rocklin, CA can benefit greatly from the services of a retirement planner. With its rapidly growing population and proximity to Sacramento, Rocklin is a city that is constantly evolving. A retirement planner can help residents navigate the complex financial landscape of retirement, which includes everything from Social Security benefits to tax planning. They can also help residents plan for unexpected expenses, such as medical bills or home repairs. Additionally, a retirement planner can help residents take advantage of the unique opportunities available in Rocklin, such as the city's thriving small business community and its proximity to some of the best outdoor recreation areas in the state. By working with a retirement planner, residents of Rocklin can ensure that they are prepared for whatever the future may hold.

Financial Advisor

Residents of Rocklin, CA can benefit from the guidance of a financial advisor in various ways. One specific aspect of Rocklin that a financial advisor can help with is navigating the local housing market. With a median home price of over $600,000, Rocklin's real estate market can be complex and overwhelming for many residents. A financial advisor can provide insight into the best mortgage options, help create a budget for home expenses, and advise on investment opportunities related to real estate. Additionally, a financial advisor can assist with retirement planning, including strategies for saving and investing to ensure a comfortable retirement in a city with a higher cost of living. With the help of a financial advisor, residents of Rocklin can feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Rocklin, CA can benefit greatly from the services of a mortgage loan officer. With the city's growing population and booming real estate market, navigating the complex world of mortgages can be overwhelming. A mortgage loan officer can provide expert guidance on the various loan options available, including government-backed loans and conventional mortgages. They can also assist with pre-approval and help residents determine how much they can afford to borrow. In addition, a mortgage loan officer can provide valuable insight into the local housing market, including trends in home prices and interest rates. With their expertise, residents can make informed decisions about their financial future and achieve their dreams of homeownership in Rocklin, CA.

Tax Services

Residents of Rocklin, CA could benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding California's Proposition 19. This proposition, which was passed in November 2020, made significant changes to the rules surrounding property transfers and inheritance taxes. A tax advisor could help Rocklin residents understand how these changes may impact their individual tax situations and develop strategies to minimize their tax liabilities. Additionally, a tax advisor could assist with other common tax concerns such as maximizing deductions, minimizing taxable income, and ensuring compliance with federal and state tax laws. Overall, the guidance of a tax advisor could prove invaluable for Rocklin residents looking to optimize their financial outcomes and minimize their tax burdens.

Estate Planning Lawyer

Residents of Rocklin, CA can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, with the city's rapidly growing population, estate planning can help ensure that assets are distributed according to the individual's wishes, rather than being subject to the state's default laws. Additionally, with Rocklin's proximity to Sacramento, residents may be subject to higher estate taxes and need assistance in minimizing these taxes through strategic planning. Furthermore, an estate planning lawyer can assist in creating a plan for long-term care and medical decisions, which is especially important for Rocklin's aging population. Lastly, with the city's abundance of small business owners, an estate planning lawyer can aid in creating a succession plan to ensure the continued success of the business and prevent any legal disputes.

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