Allworth Financial’s Folsom office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more.

The Folsom CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With more than $9 billion in assets, Patelco empowers its 500,000 members with personalized solutions, financial advisors, expertise, and financial products like free checking and savings accounts with better rates and fewer fees. Patelco has received numerous multi-year awards for excellence... Read More about Patelco Credit Union Folsom

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Folsom, CA area, Russel L Phelps will take the time to understand you and your goals, as well as those... Read More about Russel L Phelps - Private Wealth Advisor, Ameriprise Financial Services, LLC

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Melanie Morat is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Folsom, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Melanie Morat - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Heidi Hunter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Folsom, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Heidi Hunter - Thrivent

At Trinity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Folsom, CA area to... Read More about Trinity Wealth Advisors - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Folsom, CA area, Catherine Heath will take the time to understand you and your goals, as well as those changing... Read More about Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

Tim Chafin and LPL Financial believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help pursue more of your financial goals.