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.
Showing 36 of 36 · sorted by Google rating
1.
Bangerter Financial Strategies, Inc.
★★★★★★★★★★5.0(109 Google reviews)✓ Verified on Google
Financial Planning · 1380 Lead Hill Blvd Ste 180, Roseville, CA 95661
Services: advisory
2.
Homeowners Financial Group
★★★★★★★★★★5.0(64 Google reviews)✓ Verified on Google
Financial Planning · 2999 Douglas Blvd Suite 180, Office 106, Roseville, CA 95661
3.
Diligence Wealth Management, LLC
★★★★★★★★★★5.0(42 Google reviews)✓ Verified on Google
Financial Planning · 2530 Douglas Blvd Ste 170, Roseville, CA 95661
Services: advisory
4.
Lilani Wealth Management
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 1624 Santa Clara Dr Suite 160, Roseville, CA 95661
Services: advisory
5.
Money Bridge: Wealth & Income Planning
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 300 Harding Blvd #218, Roseville, CA 95678
6.
Saxe Capital
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 2999 Douglas Blvd Ste 180, Roseville, CA 95661
7.
Bright Lake Wealth Management
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 2220 Douglas Blvd Ste 150, Roseville, CA 95661
Services: audit & assurance, advisory
8.
Sterling Retirement Group of Sacramento
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 300 Harding Blvd STE 115, Roseville, CA 95678
Services: advisory
9.
BeneficialHorizon Capital
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 1139 Smith Ln, Roseville, CA 95661
10.
BULMAN WEALTH GROUP
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 3300 Douglas Blvd Ste 200, Roseville, CA 95661
11.
Mass Mutual Financial Group
★★★★★★★★★★5.0(7 Google reviews)
Financial Planning · 2241 Douglas Blvd Ste 100, Roseville, CA 95661
12.
Pacific Financial Partners
★★★★★★★★★★5.0(7 Google reviews)
Financial Planning · 140 Diamond Creek Pl Suite 175, Roseville, CA 95747
13.
First Command Financial Advisor - Alex Deaner
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2267 Lava Ridge Ct Suite 105, Roseville, CA 95661
14.
Heather Smart, CFP , CEPA , APMA , CRPC
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 3741 Douglas Blvd Ste 290, Roseville, CA 95661
15.
Hutchison Financial Group
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 5 Sierra Gate Plaza #340, Roseville, CA 95678
16.
Monolith Financial Group
★★★★★★★★★★4.9(29 Google reviews)✓ Verified on Google
Financial Planning · 3000 Lava Ridge Ct Ste 120, Roseville, CA 95661
17.
My Secure Advantage, Inc.
★★★★★★★★★★4.8(66 Google reviews)✓ Verified on Google
Financial Planning · 3001 Lava Ridge Ct, Roseville, CA 95661
18.
Allworth Financial
★★★★★★★★★★4.8(45 Google reviews)✓ Verified on Google
Financial Planning · 2999 Douglas Blvd Ste 250, Roseville, CA 95661
Services: advisory
19.
Northwestern Mutual - Jeremy J. Wakamiya
★★★★★★★★★★4.6(11 Google reviews)✓ Verified on Google
Financial Planning · 2990 Lava Ridge Ct #210, Roseville, CA 95661
20.
Sierra Ridge Advisor Group
★★★★★★★★★★4.6(9 Google reviews)✓ Verified on Google
Financial Planning · 915 Highland Pointe Dr #150, Roseville, CA 95678
21.
Johnny A Kovalek - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★4.5(6 Google reviews)✓ Verified on Google
Financial Planning · 1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747
22.
Hilltop Securities Inc.
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 3400 Douglas Blvd Ste 100, Roseville, CA 95661
Services: advisory
23.
Peak Financial Freedom Group
★★★★★★★★★★4.3(16 Google reviews)✓ Verified on Google
Financial Planning · 2520 Douglas Blvd #110, Roseville, CA 95661
Services: advisory
24.
We Alliance Wealth Advisors, Inc.
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 3001 Douglas Blvd #142, Roseville, CA 95661
25.
Bank of America Financial Center
★★★★★★★★★★4.1(175 Google reviews)✓ Verified on Google
Financial Planning · 2221 Douglas Blvd, Roseville, CA 95661
Services: advisory
26.
Patelco Credit Union Roseville
★★★★★★★★★★4.0(40 Google reviews)✓ Verified on Google
Financial Planning · 5040 Foothills Blvd, Roseville, CA 95747
27.
Bank of America Financial Center
★★★★★★★★★★4.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1780 Pleasant Grove Blvd STE 150, Roseville, CA 95747
Services: advisory
28.
TD Ameritrade
★★★★★★★★★★3.8(13 Google reviews)✓ Verified on Google
Financial Planning · 1186 Roseville Pkwy Ste 180, Roseville, CA 95661
Services: advisory
29.
Principal Financial Group
★★★★★★★★★★3.8(5 Google reviews)✓ Verified on Google
Financial Planning · 1478 Stone Point Dr Ste 390, Roseville, CA 95661
Services: advisory
30.
Fidelity Investments
★★★★★★★★★★3.7(24 Google reviews)✓ Verified on Google
Financial Planning · 1261 Roseville Pkwy, Roseville, CA 95678
31.
Bank of America Financial Center
★★★★★★★★★★3.2(31 Google reviews)✓ Verified on Google
Financial Planning · 4012 Foothills Blvd, Roseville, CA 95747
Services: advisory
32.
Bankers Life
★★★★★★★★★★3.1(16 Google reviews)✓ Verified on Google
Financial Planning · 1544 Eureka Rd #150, Roseville, CA 95661
33.
Bank of America Financial Center
★★★★★★★★★★2.5(24 Google reviews)✓ Verified on Google
Financial Planning · 431 Roseville Square, Roseville, CA 95678
Services: advisory
34.
BMO Bank N.A Branches
★★★★★★★★★★2.3(42 Google reviews)✓ Verified on Google
Financial Planning · 1112 Galleria Blvd #170, Roseville, CA 95678
Services: advisory
35.
Bank of America Financial Center
★★★★★★★★★★2.3(27 Google reviews)✓ Verified on Google
Financial Planning · 9075 Woodcreek Oaks Blvd Suite 110, Roseville, CA 95747
Services: advisory
36.
First Tech Federal Credit Union
★★★★★★★★★★1.3(7 Google reviews)✓ Verified on Google
Financial Planning · 8000 Foothills Blvd Bldg R4, Roseville, CA 95747
Services: advisory
Top financial planners in Roseville
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Bangerter Financial Strategies, Inc. | Financial Planning | 5.0 / 5 | 109 |
| 2 | Homeowners Financial Group | Financial Planning | 5.0 / 5 | 64 |
| 3 | Diligence Wealth Management, LLC | Financial Planning | 5.0 / 5 | 42 |
| 4 | Lilani Wealth Management | Financial Planning | 5.0 / 5 | 25 |
| 5 | Money Bridge: Wealth & Income Planning | Financial Planning | 5.0 / 5 | 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.