Best Financial Advisors in Visalia

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
120+
Advisors
4.4/5.0
Average Rating

Visalia Financial Landscape

With a population of 127,763, Visalia serves as a key economic hub in the Central Valley. The city benefits from a diverse economy, primarily driven by agriculture, healthcare, and retail.

Major industries
Agriculture, Healthcare, Retail
Population
127K (metro: 1.3M)
Median household income
$60,000
Unique needs
Visalia requires tailored financial planning due to its agricultural focus and potential housing market fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Visalia's economy has seen a steady growth rate of 3% annually, driven by agriculture and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Visalia is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Visalia are increasingly focusing on agricultural investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Visalia's cost of living is 10% lower than the national average, making it an attractive location for families.
Real Estate Market
According to Zillow (2024), the median home price in Visalia is $350,000, with a steady appreciation trend over the past year.
Business Environment
According to Fortune (2024), Visalia's business climate is favorable, with incentives for startups and a supportive local government.

Top 5 Financial Advisors in Visalia

Sequoia Financial, LLC
★ ★ ★ ★ ★ 5
Gateway Financial Planning Group - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Janet Wasem Martinusen - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Trish Arnold
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Visalia, 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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Visalia-Specific Expertise
For Visalia residents working in Agriculture, Healthcare, Retail, 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
Visalia's agriculture reliance poses risks from climate change. Real estate may face volatility; diversify investments and prepare for droughts and floods.

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