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.
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TW
Towerpoint Wealth✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 5.0★ across 94 Google reviews.
KL
Klosek Law Offices✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 93 Google reviews.
DA
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 47 Google reviews.
EW
Encompass Wealth Advisers✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 21 Google reviews.
GW
Golden Wealth Capital LLC✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 5.0★ across 21 Google reviews.
HM
Herrera May Wealth Management✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 13 Google reviews.
JA
Josh Albert, CFP®✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 12 Google reviews.
LM
Legacy Movement Connection✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 7 Google reviews.
TR
Twin Rivers Wealth Management✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 5 Google reviews.
AF
Allworth Financial✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 4.8★ across 66 Google reviews.
KW
KC Wilson Insurance & Financial Services✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 4.8★ across 12 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.7★ across 31 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.6★ across 29 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering advisory. Rated 3.6★ across 24 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 3.5★ across 33 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.4★ across 55 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering advisory. Rated 3.4★ across 25 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.4★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.3★ across 21 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.2★ across 40 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.1★ across 69 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.1★ across 52 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.1★ across 48 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.1★ across 18 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.0★ across 100 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 3.0★ across 26 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.9★ across 194 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.8★ across 84 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.8★ across 59 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.7★ across 73 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.5★ across 119 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering advisory. Rated 2.5★ across 23 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.4★ across 63 Google reviews.
CM
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 2.1★ across 35 Google reviews.
SS
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 2.1★ across 15 Google reviews.
LF
Lincoln Financial Group✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 1.6★ across 9 Google reviews.
SI
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 1.0★ across 5 Google reviews.
Top financial planners in Sacramento
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Towerpoint Wealth✓ | Financial Planning | ★ 5.0 | 94 |
| 2 | Klosek Law Offices✓ | Financial Planning | ★ 5.0 | 93 |
| 3 | Dominick Anton Financial Advisor at Twin Rivers Wealth Management✓ | Financial Planning | ★ 5.0 | 47 |
| 4 | Encompass Wealth Advisers✓ | Financial Planning | ★ 5.0 | 21 |
| 5 | Golden Wealth Capital LLC✓ | Financial Planning | ★ 5.0 | 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.