CA · Yuba City

Fiduciary advisors in Yuba City, CA

3 advisors with offices in Yuba City. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Yuba City

Core Financial Group

Yuba City, California

Core Financial Group is an investment advisory firm in Yuba City, California. It acts as a fiduciary. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 9 Google reviews.

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Sean Andersen, Wealth Advisor - Aligned Insurance And Financial Solutions

Yuba City, California

Investment Management Retirement Planning Wealth Management

Sean Andersen is a licensed financial professional in Yuba City who offers financial planning, insurance analysis, and retirement planning services for families and business owners. His firm, Aligned Insurance And Financial Solutions, emphasizes ongoing communication through monthly check-ins and personalized strategy development that accounts for clients' evolving life circumstances and financial goals. The team, supported by office manager Maria, handles client onboarding, applications, underwriting, and company transfers as part of their service model.

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Shaw & Associates

★4.3(22)

Yuba City, California

Investment Management Tax Strategy Wealth Management

Shaw & Associates is an investment advisory firm in Yuba City, California. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy and Wealth Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.3-star rating from 22 Google reviews.

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Financial advisors in Yuba City, California

Advisors serving Yuba City specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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