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Financial Advisors in Citrus Heights, CA — Free Estimates
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As of June 2026, RatingsNearMe ranks 12 financial advisors in Citrus Heights, CA by verified customer ratings and review volume. The highest-rated is Block Advisors with a 4.1-star rating from 37 verified reviews. Also in the top tier: Kim Sutton, SAFE Financial Services - Citrus Heights and Crumley & Associates - Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Citrus Heights is 4.6 stars from 7 reviews per business on average.
Financial advisors in Citrus Heights typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
12
Businesses listed
4.6★
Avg rating
7
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Kim Sutton, SAFE Financial Services - Citrus Heights
SFS Department, 7475 Madison Ave, Citrus Heights, CA 95610, USA
Crumley & Associates - Ameriprise Financial Services, LLC
7956 California Ave, Fair Oaks, CA 95628, USA
Financial Advisors Rankings in Citrus Heights, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Block Advisors8095 Greenback Ln A, Citrus Heights, CA 95610, USA | 4.1★ | 37 |
| #2 | Kim Sutton, SAFE Financial Services - Citrus HeightsSFS Department, 7475 Madison Ave, Citrus Heights, CA 95610, USA | 4.1★ | 9 |
| #3 | Crumley & Associates - Ameriprise Financial Services, LLC7956 California Ave, Fair Oaks, CA 95628, USA | 5.0★ | 2 |
| #4 | Merrill Investment & Retirement Financial Center7850 Kingswood Dr, Citrus Heights, CA 95610, USA | 4.0★ | 1 |
| #5 | GLH&C Financial Services5650 Sunrise Blvd # 250, Citrus Heights, CA 95610, USA | 5.0★ | 1 |
| #6 | LTC Financial Partners5665 Monte Corita Cir, Citrus Heights, CA 95621, USA | — | — |
| #7 | Kevin Nelson - Thrivent6060 Sunrise Vista Dr Ste #2000D, Citrus Heights, CA 95610, USA | — | — |
| #8 | Wealth Strategies Asset Management7509 Madison Ave STE 107, Citrus Heights, CA 95610, USA | — | — |
| #9 | ISE Financial7919 Pebble Beach Dr #202, Citrus Heights, CA 95610, USA | — | — |
| #10 | Citrus Wealth Management1461 Ford St STE 103, Redlands, CA 92373, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Citrus Heights
Merrill Investment & Retirement Financial Center
7850 Kingswood Dr, Citrus Heights, CA 95610, USA
GLH&C Financial Services
5650 Sunrise Blvd # 250, Citrus Heights, CA 95610, USA
LTC Financial Partners
5665 Monte Corita Cir, Citrus Heights, CA 95621, USA
Kevin Nelson - Thrivent
6060 Sunrise Vista Dr Ste #2000D, Citrus Heights, CA 95610, USA
Wealth Strategies Asset Management
7509 Madison Ave STE 107, Citrus Heights, CA 95610, USA
Citrus Wealth Management
1461 Ford St STE 103, Redlands, CA 92373, USA
Edward Jones - Financial Advisor: Christine T Cao
7777 Greenback Ln #211, Citrus Heights, CA 95610, USA
Evans Wealth Management
7825 Shimmer River Ln, Citrus Heights, CA 95610, USA
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Frequently Asked Questions — Financial Advisors in Citrus Heights
What is a fiduciary financial advisor and why does it matter in Citrus Heights?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Citrus Heights, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Citrus Heights?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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