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Financial Advisors in Rancho Cordova, CA

How to choose a financial advisor in Rancho Cordova

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Mark Baca

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Rancho Cordova, CA

ProfileNo contact yet

Robert Baggett

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Cordova, CA

ProfileNo contact yet

Dean Peterson

Financial Advisor

DEAN PETERSON CAPITAL MANAGEMENT, LLC

Rancho Cordova, CA

ProfileNo contact yet

Marina Curiel

Financial Advisor

Allstate Financial Services, Llc

Rancho Cordova, CA

ProfileNo contact yet

Sean Lane

Financial Advisor

Pfs Investments Inc.

Rancho Cordova, CA

ProfileNo contact yet
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