Best Financial Advisors in Citrus Heights

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
80+
Advisors
4.9/5.0
Average Rating

Citrus Heights Financial Landscape

Citrus Heights has a diverse economy with a focus on retail, healthcare, and education. The city benefits from its proximity to Sacramento, enhancing its economic prospects.

Major industries
Retail, Healthcare, Education
Population
85.3K (metro: 2.5M)
Median household income
$66,000
Unique needs
Citrus Heights requires tailored financial advice to navigate suburban growth and local economic shifts.
Market Insights
Economic Growth
According to BEA (2023), Citrus Heights has shown steady economic growth, driven by retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Citrus Heights stands at $66,000, reflecting a stable middle-class community.
Advisor Specializations
Based on BLS (2023), financial advisors in Citrus Heights are increasingly focusing on retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Citrus Heights is moderate, with housing being the largest expense for residents.
Real Estate Market
According to Zillow (2024), the real estate market in Citrus Heights has seen a 5% increase in home prices over the past year.
Business Environment
According to Fortune (2024), Citrus Heights offers a supportive business environment with incentives for local startups and small businesses.

Top 5 Financial Advisors in Citrus Heights

GLH&C Financial Services
★ ★ ★ ★ ★ 5
Buck Wealth Management, Inc.
★ ★ ★ ★ ★ 5
CFS Wealth Advisors
★ ★ ★ ★ ★ 5
Bangerter Financial Strategies, Inc.
★ ★ ★ ★ ★ 5
Diligence Wealth Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Citrus Heights, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Citrus Heights-Specific Expertise
For Citrus Heights residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Citrus Heights' retail focus poses risks from e-commerce growth. Housing market volatility and flooding risks necessitate diversification in investments.

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