Financial Planners in Folsom, CA — 7 Firms (2026)
7 financial planners in Folsom, California meet our listing bar — a website plus a public review record. They average 4.01★ across 7 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Allworth Financial at 5.0★ across 42 Google reviews.
Showing 7 of 7 · sorted by Google rating
1.
Allworth Financial
★★★★★★★★★★5.0(42 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 340 Palladio Pkwy Ste 501, Folsom, CA 95630
Services: advisory
2.
Talon Wealth Management
★★★★★★★★★★5.0(36 Google reviews)✓ Verified on Google
Financial Planning · 620 Coolidge Dr #220, Folsom, CA 95630
3.
James Slaughter – Financial Advisor
★★★★★★★★★★5.0(28 Google reviews)✓ Verified on Google
Financial Planning · 1180 Iron Point Rd #180, Folsom, CA 95630
4.
Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1130 Iron Point Rd #150, Folsom, CA 95630
5.
BMO Bank N.A Branches
★★★★★★★★★★3.1(19 Google reviews)✓ Verified on Google
Financial Planning · 1000 E Bidwell St, Folsom, CA 95630
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.9(30 Google reviews)✓ Verified on Google
Financial Planning · 200 Palladio Pkwy #2201, Folsom, CA 95630
Services: advisory
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(41 Google reviews)✓ Verified on Google
Financial Planning · 403 E Bidwell St, Folsom, CA 95630
Services: advisory
Top financial planners in Folsom
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Allworth Financial | Financial Planning | 5.0 / 5 | 42 |
| 2 | Talon Wealth Management | Financial Planning | 5.0 / 5 | 36 |
| 3 | James Slaughter – Financial Advisor | Financial Planning | 5.0 / 5 | 28 |
| 4 | Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC | Financial Planning | 5.0 / 5 | 8 |
| 5 | BMO Bank N.A Branches | Financial Planning | 3.1 / 5 | 19 |
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.