Explore Financial Advisors Serving Folsom, CA

Review the services and client experiences of 2 financial advisors serving Folsom, CA. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Parkshore Wealth Management is an independent Registered Investment Advisor offering personalized financial planning and retirement strategies for individuals and families. Our services include tax-centered planning, portfolio management, and retirement roadmap creation, tailored to clients in California and Utah. We specialize in helping high-net-worth professionals achieve financial confidence and sustainable lifestyles.
Retirement Planning Tax-Centered Planning Portfolio Management
Rasmussen Advisors provides personalized financial planning and retirement strategies designed to build long-term security. We combine proprietary technology with expert guidance to create tailored investment solutions, optimize tax efficiency, and prepare clients for retirement through comprehensive planning. Our services focus on aligning financial decisions with individual goals and values.
Retirement Planning Investment Management Tax-Efficient Strategies
Roseville (7.9 mi) Auburn (16.0 mi) Sacramento (18.4 mi) El Dorado Hills (5.1 mi) Granite Bay (5.9 mi) Penryn (12.0 mi) Placerville (20.6 mi) Elk Grove (21.4 mi)