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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Folsom is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Folsom & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Folsom?

Looking for a qualified financial advisor in Folsom? We can help you by narrowing down your options & listing the best financial advisors in Folsom as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Folsom near you with the list of certified and vetted Folsom financial advisors.

List of Qualified Financial Advisors in Folsom, California

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CFG

Capstone Financial Group

620 Coolidge Drive, #165

Folsom, CA 95630

916-467-8850

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Tad Doughty

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

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Zach Lindemann

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-462-5220

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Kevin Duffy

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

List of Additional Financial Advisors in Folsom, California*

* Additional advisor listing is provided in partnership with Yext

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Andrew T Dunnigan - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3322

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Russell Martinez - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3307

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Capstone Financial Group

620 Coolidge Drive
#165

Folsom, CA 95630
916-467-8850

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Donna McCusker - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3337

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Kenneth McCready - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3311

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Morgan Stanley Financial Advisors

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-983-8888

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James Dugan - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3384

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ECKLUND/MARTINEZ - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-983-8888

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Tri Valley Home Loans LLC

2014 Ritchie St

Folsom, CA 95630
916-905-2500

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Scott Jenkins - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3312

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Ronald Tolle Jr. - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3306

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Mark S Morgan - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3305

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Steven W Brown - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3333

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Edward Jones - Financial Advisor: Kevin C Parisi

400 Plaza Dr
Suite 205

Folsom, CA 95630
916-989-1004

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Blake Freeman - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3318

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Joe Schmitt - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3377

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Jeffrey Ecklund - Morgan Stanley

2365 Iron Point Road
Ste 235

Folsom, CA 95630
916-984-3310

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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