Verified · Citrus Heights
Trusted Financial Advisors in Citrus Heights, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Citrus Heights have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 12 financial advisors in Citrus Heights, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Block Advisors with a 4.1-star rating from 37 Google reviews and an RNM Score of 66/100. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Block Advisors
Block Advisors is top-ranked for its trusted national brand and specialized tax and small business financial services in Citrus Heights.
Most Reviewed
Block Advisors
A high review count indicates broad client experience and reliability, helping consumers gauge service consistency.
When choosing a financial advisor in Citrus Heights, consider whether you need comprehensive wealth management or specialized tax help, and always verify credentials and fee structures before committing.
Local Market Snapshot
12
Businesses listed
4.6★
Avg rating
7
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
With a solid 4.1-star rating from 37 reviews, this advisor is a trusted local choice.
8095 Greenback Ln A, Citrus Heights, CA 95610, USATrusted by clients with a solid 4.1-star rating from 9 Google reviews.
SFS Department, 7475 Madison Ave, Citrus Heights, CA 95610, USAExceptional 5.0-star rating based on a small number of local reviews.
7956 California Ave, Fair Oaks, CA 95628, USAFinancial 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 | Edward Jones - Financial Advisor: Christine T Cao7777 Greenback Ln #211, Citrus Heights, CA 95610, USA | — | — |
| #8 | Wealth Strategies Asset Management7509 Madison Ave STE 107, Citrus Heights, CA 95610, USA | — | — |
| #9 | Evans Wealth Management7825 Shimmer River Ln, Citrus Heights, CA 95610, USA | 5.0★ | 1 |
| #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
4.0 stars from a handful of Google reviews for this Citrus Heights financial advisor.
7850 Kingswood Dr, Citrus Heights, CA 95610, USA
Exceptional 5.0-star rating based on a handful of client reviews.
5650 Sunrise Blvd # 250, Citrus Heights, CA 95610, USA
A local financial advisor with no customer reviews yet in Citrus Heights.
5665 Monte Corita Cir, Citrus Heights, CA 95621, USA
No reviews yet for this Citrus Heights financial advisor.
7777 Greenback Ln #211, Citrus Heights, CA 95610, USA
No reviews yet for this Citrus Heights financial advisor.
7509 Madison Ave STE 107, Citrus Heights, CA 95610, USA
Rated 5.0 stars from a small number of Google reviews.
7825 Shimmer River Ln, Citrus Heights, CA 95610, USA
Rating 5.0 from 1 review, providing financial guidance in Citrus Heights.
1461 Ford St STE 103, Redlands, CA 92373, USA
This financial advisor has no online reviews yet, making their reputation unknown.
7919 Pebble Beach Dr #202, Citrus Heights, CA 95610, USA
This financial advisor in Citrus Heights has no reviews yet.
6060 Sunrise Vista Dr Ste #2000D, Citrus Heights, CA 95610, USA
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Financial Advisors in Citrus Heights, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Block Advisors | 66/100 | 4.1 ★ | 37 |
| 2 | Kim Sutton, SAFE Financial Services - Citrus Heights | 67/100 | 4.1 ★ | 9 |
| 3 | Crumley & Associates - Ameriprise Financial Services, LLC | 76/100 | 5.0 ★ | 2 |
| 4 | Merrill Investment & Retirement Financial Center | 57/100 | 4.0 ★ | 1 |
| 5 | GLH&C Financial Services | 74/100 | 5.0 ★ | 1 |
| 6 | LTC Financial Partners | 15/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Christine T Cao | 7/100 | — | 0 |
| 8 | Wealth Strategies Asset Management | 15/100 | — | 0 |
| 9 | Evans Wealth Management | 74/100 | 5.0 ★ | 1 |
| 10 | Citrus Wealth Management | 74/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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