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.
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AF
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering financial planning, and advisory. Rated 5.0★ across 42 Google reviews.
TW
Talon Wealth Management✓ Verified
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering financial planning. Rated 5.0★ across 36 Google reviews.
JS
James Slaughter – Financial Advisor✓ Verified
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering financial planning. Rated 5.0★ across 28 Google reviews.
CH
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering financial planning. Rated 5.0★ across 8 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering advisory. Rated 3.1★ across 19 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering financial planning, and advisory. Rated 2.9★ across 30 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFolsom, CA
Financial Planning in Folsom, California offering financial planning, and advisory. Rated 2.1★ across 41 Google reviews.
Top financial planners in Folsom
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Allworth Financial✓ | Financial Planning | ★ 5.0 | 42 |
| 2 | Talon Wealth Management✓ | Financial Planning | ★ 5.0 | 36 |
| 3 | James Slaughter – Financial Advisor✓ | Financial Planning | ★ 5.0 | 28 |
| 4 | Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC✓ | Financial Planning | ★ 5.0 | 8 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.1 | 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.