Financial Planners in Roseville, CA — 36 Firms (2026)
36 financial planners in Roseville, California meet our listing bar — a website plus a public review record. They average 4.28★ across 36 rated firms, and 21 are rated 4.5★ or higher. The highest-rated is Bangerter Financial Strategies, Inc. at 5.0★ across 109 Google reviews.
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BF
Bangerter Financial Strategies, Inc.✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 5.0★ across 109 Google reviews.
HF
Homeowners Financial Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 64 Google reviews.
DW
Diligence Wealth Management, LLC✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 5.0★ across 42 Google reviews.
LW
Lilani Wealth Management✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 5.0★ across 25 Google reviews.
MB
Money Bridge: Wealth & Income Planning✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 15 Google reviews.
SC
Saxe Capital✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 14 Google reviews.
BL
Bright Lake Wealth Management✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, audit & assurance, and advisory. Rated 5.0★ across 8 Google reviews.
SR
Sterling Retirement Group of Sacramento✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
BC
BeneficialHorizon Capital✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 7 Google reviews.
★5.0 (7)
BW
BULMAN WEALTH GROUP✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 7 Google reviews.
MM
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 7 Google reviews.
PF
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 7 Google reviews.
FC
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 6 Google reviews.
HS
Heather Smart, CFP , CEPA , APMA , CRPC✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 5 Google reviews.
HF
Hutchison Financial Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 5 Google reviews.
MF
Monolith Financial Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.9★ across 29 Google reviews.
MS
My Secure Advantage, Inc.✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.8★ across 66 Google reviews.
AF
Allworth Financial✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 4.8★ across 45 Google reviews.
NM
Northwestern Mutual - Jeremy J. Wakamiya✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.6★ across 11 Google reviews.
SR
Sierra Ridge Advisor Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.6★ across 9 Google reviews.
JA
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.5★ across 6 Google reviews.
HS
Hilltop Securities Inc.✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 4.4★ across 7 Google reviews.
PF
Peak Financial Freedom Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 4.3★ across 16 Google reviews.
WA
We Alliance Wealth Advisors, Inc.✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.2★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 4.1★ across 175 Google reviews.
PC
Patelco Credit Union Roseville✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 4.0★ across 40 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 4.0★ across 5 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 3.8★ across 13 Google reviews.
PF
Principal Financial Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 3.8★ across 5 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 3.7★ across 24 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 3.2★ across 31 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 3.1★ across 16 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 2.5★ across 24 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering advisory. Rated 2.3★ across 42 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 2.3★ across 27 Google reviews.
FT
First Tech Federal Credit Union✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 1.3★ across 7 Google reviews.
Top financial planners in Roseville
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bangerter Financial Strategies, Inc.✓ | Financial Planning | ★ 5.0 | 109 |
| 2 | Homeowners Financial Group✓ | Financial Planning | ★ 5.0 | 64 |
| 3 | Diligence Wealth Management, LLC✓ | Financial Planning | ★ 5.0 | 42 |
| 4 | Lilani Wealth Management✓ | Financial Planning | ★ 5.0 | 25 |
| 5 | Money Bridge: Wealth & Income Planning✓ | Financial Planning | ★ 5.0 | 15 |
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.