Financial Planners in Elk Grove, CA — 6 Firms (2026)
6 financial planners in Elk Grove, California meet our listing bar — a website plus a public review record. They average 3.15★ across 6 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Tido Financial Inc at 4.1★ across 13 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Tido Financial Inc
★★★★★★★★★★4.1(13 Google reviews)✓ Verified on Google
Financial Planning · 9295 E Stockton Blvd #20, Elk Grove, CA 95624
2.
F&M Bank
★★★★★★★★★★4.0(28 Google reviews)✓ Verified on Google
Financial Planning · 8799 Elk Grove Blvd, Elk Grove, CA 95624
3.
Bank of America Financial Center
★★★★★★★★★★3.3(119 Google reviews)✓ Verified on Google
Financial Planning · 5001 Laguna Blvd, Elk Grove, CA 95758
Services: advisory
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(65 Google reviews)✓ Verified on Google
Financial Planning · 8959 Elk Grove Blvd, Elk Grove, CA 95624
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.7(38 Google reviews)✓ Verified on Google
Financial Planning · 10046 Bruceville Rd, Elk Grove, CA 95757
Services: advisory
6.
BMO Bank N.A Branches
★★★★★★★★★★2.1(37 Google reviews)✓ Verified on Google
Financial Planning · 8426 Elk Grove Florin Rd, Elk Grove, CA 95624
Services: advisory
Top financial planners in Elk Grove
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Tido Financial Inc | Financial Planning | 4.1 / 5 | 13 |
| 2 | F&M Bank | Financial Planning | 4.0 / 5 | 28 |
| 3 | Bank of America Financial Center | Financial Planning | 3.3 / 5 | 119 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.7 / 5 | 65 |
| 5 | Bank of America Financial Center | Financial Planning | 2.7 / 5 | 38 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.