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Financial Advisors in Folsom, California

Our hand-picked list of 8 financial advisors serving Folsom, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Folsom

Financial professionals in Folsom should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Folsom

ALLWORTH FINANCIAL, L.P.

340 PALLADIO PKWY., FOLSOM, CA 95630

📞 (916) 482-••••

DACHTLER WEALTH ADVISORS, LLC

2130 E BIDWELL STREET, FOLSOM, CA 95630

📞 (916) 933-••••

FAIRCHILD FINANCIAL ADVISORS, INC.

193 BLUE RAVINE ROAD, FOLSOM, CA 95630

📞 (916) 351-••••

GASBER FINANCIAL ADVISORS, INC

81 BLUE RAVINE ROAD, FOLSOM, CA 95630

📞 (916) 985-••••

Iron Point Financial Advisors, Inc. A California Corporation

1110 IRON POINT ROAD, FOLSOM, CA 95630

LAKE TAHOE WEALTH MANAGEMENT, INC.

101 PARKSHORE DRIVE, FOLSOM, CA 95630

📞 (855) 515-••••

PLANNED SOLUTIONS, INC.

1130 IRON POINT ROAD #170, FOLSOM, CA 95630

📞 (916) 361-••••

PRUDENT INVESTOR ADVISORS, LLC

101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA 95630

📞 (866) 446-••••

Frequently Asked Questions

Where can I find financial advisors in Folsom, California?

Folsom, California has 8 financial advisors listed in our directory. ALLWORTH FINANCIAL, L.P. is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Folsom?

Financial professionals in Folsom should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Folsom?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Folsom-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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