Allworth Financial’s Roseville 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. Reviews may be from... Read More about Allworth Financial

“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challenges, from planting a citrus orchard to improving my pickleball game. And it’s also how, for 25 years, I’ve built relationships with clients here in California... Read More about Aaron Schmoekel - Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Roseville is here for you, serving the greater Sacramento area, including Placer, El Dorado, Amador, Solano, Yolo, Colusa, Sutter, Yuba, Butte, Nevada and Sacramento counties. Whether you’re accumulating... Read More about Edelman Financial Engines

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 Roseville

At Bright Lake, we understand retirement planning is complex and can be nerve racking. We work hard to help families review their retirement plans and collaborate with them to create a strategy that aims to protect their assets and help people keep more of what is theirs.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

At Avadi Wealth, 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 Roseville, CA area to help... Read More about Avadi Wealth - 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 Roseville, CA area, Dana Lanzaro will take the time to understand you and your goals, as well as those changing... Read More about Dana Lanzaro - Financial Advisor, 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 Roseville, CA area, Jay F Rizk will take the time to understand you and your goals, as well as those... Read More about Jay F Rizk - Financial Advisor, 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 Roseville, CA area, Tyler Charrette will take the time to understand you and your goals, as well as those changing... Read More about Tyler Charrette - Financial Advisor, 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 Roseville, CA area, Jeffrey Daniel Impey will take the time to understand you and your goals, as well as those... Read More about Jeffrey Daniel Impey - Financial Advisor, 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 Roseville, CA area, Matthew Dazey will take the time to understand you and your goals, as well as those changing... Read More about Matthew Dazey - Financial Advisor, 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 Roseville, CA area, Mike Fredrick will take the time to understand you and your goals, as well as those changing... Read More about Mike Fredrick - Private Wealth Advisor, 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 Roseville, CA area, Glenn Kenes will take the time to understand you and your goals, as well as those changing... Read More about Glenn Kenes - Private Wealth Advisor, 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 Roseville, CA area, Joan Bevan Birdsell will take the time to understand you and your goals, as well as those... Read More about Joan Bevan Birdsell - Financial Advisor, 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 Roseville, CA area, John Thomas Patton will take the time to understand you and your goals, as well as those... Read More about John Thomas Patton - Associate Manager, 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 Roseville, CA area, Bernardete Nunes will take the time to understand you and your goals, as well as those changing... Read More about Bernardete Nunes - Financial Advisor, 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 Roseville, CA area, Connor Schlecht will take the time to understand you and your goals, as well as those changing... Read More about Connor Schlecht - Financial Advisor, Ameriprise Financial Services, LLC

At WisdomPEAK 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 Roseville, CA area to... Read More about WisdomPEAK Wealth Advisors - Ameriprise Financial Services, LLC

At IndigoFlow Wealth Advisory, 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 Roseville, CA area to... Read More about IndigoFlow Wealth Advisory - 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 Roseville, CA area, Jeffrey A Ringholm will take the time to understand you and your goals, as well as those... Read More about Jeffrey A Ringholm - Private Wealth Advisor, Ameriprise Financial Services, LLC