WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Elk Grove, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Elk Grove, California | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Jack Zboralske Pinnacle Asset Management |
2271 Lava Ridge Ct. STE 200, Roseville, CA 95661 |
(916) 772-0807 |
| Michael Lynch Lynch Financial Advisors |
1700 Eureka Road, Suite 155, Roseville, CA 95661 |
(916) 772-3103 |
| Kevin Thelen Prospero Wealth Advisors |
925 Highland Pointe Drive, Suite 190, Roseville, CA 95678 |
(916) 740-2405 |
Office Location
2271 Lava Ridge Ct. STE 200,
Roseville,
CA 95661
Phone Number
(916) 7720807
We are dedicated to doing business with integrity, putting the needs of our clients first, and delivering the highest level of service. We have invested a significant amount of time and resources into education and tools which enable us to deliver sound advice and guidance to our clients.
Qualifications
CRD# 5062414
FirmCRD# 137094
Series 65
Compensation/Fee
Fee Only, Flat Fee
Office Location
1700 Eureka Road, Suite 155,
Roseville,
CA 95661
Phone Number
(916) 7723103
Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) Wealth and Tax Advisory firm. If your looking for advisors that look at your full financial picture in order to construct the best road to financial independence, we should talk.
Qualifications
CRD# 5145246
FirmCRD# 421
Series 7, 63, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions
Office Location
925 Highland Pointe Drive, Suite 190,
Roseville,
CA 95678
Phone Number
(916) 7402405
Kevin Thelen is a Financial Advisor who is passionate about providing independent, quality financial advice that serves our clients' best interests. Kevin supports personal wealth management clients through financial goal planning, investment management, tax strategies, retirement income planning, and general support. Helping clients achieve their financial goals is his measure of success. Additionally, Kevin loves to work with employers on their 401k (or similar plan) who wish to provide their employees with an opportunity to prosper beyond their working years. The service allows him to live his mission of expanding access to quality financial advice. Kevin believes a successful 401k plan meets the needs of the owners and encourages a culture of financial success with employees, all while limiting fiduciary exposure and administrative responsibility to the business. Helping others live a more purposeful life with their money is Kevin's most important measure of his success. He feels most accomplished when he has created a positive impact on the life of another.
It is our mission to inspire, grow, and protect wealth! We believe a successful financial plan allows our clients to enjoy their money now while preparing them to prosper through life. Explore important issues including retirement income planning, tax mitigation strategies, and estate and legacy planning. Stress test your financial plan and consider a range of potential investment outcomes, evolving financial goals, and possible changes in your personal circumstances. Become a successful investor by managing your risk, maintaining global diversification, and being cost aware.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
