Financial Planners in Sacramento, CA — 38 Firms (2026)
38 financial planners in Sacramento, California meet our listing bar — a website plus a public review record. They average 3.51★ across 38 rated firms, and 11 are rated 4.5★ or higher. The highest-rated is Towerpoint Wealth at 5.0★ across 94 Google reviews.
Showing 38 of 38 · sorted by Google rating
1.
Towerpoint Wealth
★★★★★★★★★★5.0(94 Google reviews)✓ Verified on Google
Financial Planning · 500 Capitol Mall #2060, Sacramento, CA 95814
Services: advisory
2.
Klosek Law Offices
★★★★★★★★★★5.0(93 Google reviews)✓ Verified on Google
Financial Planning · 820 Alhambra Blvd, Sacramento, CA 95816
3.
Dominick Anton Financial Advisor at Twin Rivers Wealth Management
★★★★★★★★★★5.0(47 Google reviews)✓ Verified on Google
Financial Planning · 1783 Tribute Rd D, Sacramento, CA 95815
4.
Encompass Wealth Advisers
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
Financial Planning · 100 Howe Ave #120s, Sacramento, CA 95825
5.
Golden Wealth Capital LLC
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
Financial Planning · 5523a F St, Sacramento, CA 95819
Services: advisory
6.
Herrera May Wealth Management
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 100 Howe Ave #120s, Sacramento, CA 95825
7.
Josh Albert, CFP®
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 1425 River Park Dr # 100, Sacramento, CA 95815
8.
Legacy Movement Connection
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 2829 Watt Ave Ste 101, Sacramento, CA 95821
9.
Twin Rivers Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1783 Tribute Rd D, Sacramento, CA 95815
10.
Allworth Financial
★★★★★★★★★★4.8(66 Google reviews)✓ Verified on Google
Financial Planning · 601 University Ave #250, Sacramento, CA 95825
Services: advisory
11.
KC Wilson Insurance & Financial Services
★★★★★★★★★★4.8(12 Google reviews)✓ Verified on Google
Financial Planning · 3426 American River Dr Suite D, Sacramento, CA 95864
12.
F&M Bank
★★★★★★★★★★3.9(21 Google reviews)✓ Verified on Google
Financial Planning · 4430 Florin Rd #2, Sacramento, CA 95823
13.
Bank of America Financial Center
★★★★★★★★★★3.7(31 Google reviews)✓ Verified on Google
Financial Planning · 555 Capitol Mall #150, Sacramento, CA 95814
Services: advisory
14.
Bank of America Financial Center
★★★★★★★★★★3.6(29 Google reviews)✓ Verified on Google
Financial Planning · 4300 Arden Wy, Sacramento, CA 95864
Services: advisory
15.
BMO Bank N.A Branches
★★★★★★★★★★3.6(24 Google reviews)✓ Verified on Google
Financial Planning · 500 Capitol Mall, Sacramento, CA 95814
Services: advisory
16.
Fidelity Investments
★★★★★★★★★★3.5(33 Google reviews)✓ Verified on Google
Financial Planning · 2277 Fair Oaks Blvd Ste 150, Sacramento, CA 95825
17.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.4(55 Google reviews)✓ Verified on Google
Financial Planning · 5744 Stockton Blvd, Sacramento, CA 95824
Services: advisory
18.
BMO Bank N.A Branches
★★★★★★★★★★3.4(25 Google reviews)✓ Verified on Google
Financial Planning · 1651 Response Rd, Sacramento, CA 95815
Services: advisory
19.
Bank of America ATM
★★★★★★★★★★3.4(5 Google reviews)✓ Verified on Google
Financial Planning · 1515 Broadway, Sacramento, CA 95818
Services: advisory
20.
Bank of America Financial Center
★★★★★★★★★★3.3(21 Google reviews)✓ Verified on Google
Financial Planning · 4740 Freeport Blvd, Sacramento, CA 95822
Services: advisory
21.
Bank of America Financial Center
★★★★★★★★★★3.2(40 Google reviews)✓ Verified on Google
Financial Planning · 3645 N Freeway Blvd, Sacramento, CA 95834
Services: advisory
22.
Bank of America Financial Center
★★★★★★★★★★3.1(69 Google reviews)✓ Verified on Google
Financial Planning · 2861 Del Paso Rd, Sacramento, CA 95835
Services: advisory
23.
Bank of America Financial Center
★★★★★★★★★★3.1(52 Google reviews)✓ Verified on Google
Financial Planning · 9 Parkcenter Dr, Sacramento, CA 95825
Services: advisory
24.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(48 Google reviews)✓ Verified on Google
Financial Planning · 940 Florin Rd, Sacramento, CA 95831
Services: advisory
25.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(18 Google reviews)✓ Verified on Google
Financial Planning · 3338 El Camino Ave, Sacramento, CA 95821
Services: advisory
26.
Bank of America Financial Center
★★★★★★★★★★3.0(100 Google reviews)✓ Verified on Google
Financial Planning · 2805 Marconi Ave, Sacramento, CA 95821
Services: advisory
27.
Bank of America Financial Center
★★★★★★★★★★3.0(26 Google reviews)✓ Verified on Google
Financial Planning · 1515 Broadway, Sacramento, CA 95818
Services: advisory
28.
Bank of America Financial Center
★★★★★★★★★★2.9(194 Google reviews)✓ Verified on Google
Financial Planning · 5310 Auburn Blvd, Sacramento, CA 95841
Services: advisory
29.
Bank of America Financial Center
★★★★★★★★★★2.8(84 Google reviews)✓ Verified on Google
Financial Planning · 7198 Stockton Blvd, Sacramento, CA 95823
Services: advisory
30.
Bank of America Financial Center
★★★★★★★★★★2.8(59 Google reviews)✓ Verified on Google
Financial Planning · 1590 W El Camino Ave, Sacramento, CA 95833
Services: advisory
31.
Bank of America Financial Center
★★★★★★★★★★2.7(73 Google reviews)✓ Verified on Google
Financial Planning · 1100 Alhambra Blvd, Sacramento, CA 95816
Services: advisory
32.
Bank of America Financial Center
★★★★★★★★★★2.5(119 Google reviews)✓ Verified on Google
Financial Planning · 3101 Arden Wy, Sacramento, CA 95825
Services: advisory
33.
BMO Bank N.A Branches
★★★★★★★★★★2.5(23 Google reviews)✓ Verified on Google
Financial Planning · 2581 Fair Oaks Blvd, Sacramento, CA 95825
Services: advisory
34.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(63 Google reviews)✓ Verified on Google
Financial Planning · 8842 Calvine Rd, Sacramento, CA 95828
Services: advisory
35.
Carolyn M Young Fiduciary Services
★★★★★★★★★★2.1(35 Google reviews)
Financial Planning · 425 Fairgate Rd, Sacramento, CA 95825
Services: advisory
36.
School Services of California
★★★★★★★★★★2.1(15 Google reviews)
Financial Planning · 500 Capitol Mall, Sacramento, CA 95814
37.
Lincoln Financial Group
★★★★★★★★★★1.6(9 Google reviews)✓ Verified on Google
Financial Planning · 8880 Cal Center Dr #220, Sacramento, CA 95826
Services: advisory
38.
ScholarShare Investment Board
★★★★★★★★★★1.0(5 Google reviews)
Financial Planning · 915 Capitol Mall, Sacramento, CA 95814
Top financial planners in Sacramento
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Towerpoint Wealth | Financial Planning | 5.0 / 5 | 94 |
| 2 | Klosek Law Offices | Financial Planning | 5.0 / 5 | 93 |
| 3 | Dominick Anton Financial Advisor at Twin Rivers Wealth Management | Financial Planning | 5.0 / 5 | 47 |
| 4 | Encompass Wealth Advisers | Financial Planning | 5.0 / 5 | 21 |
| 5 | Golden Wealth Capital LLC | Financial Planning | 5.0 / 5 | 21 |
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.