3 Best Financial Services in Fairfield, CA

“Summit Wealth Group is one of the leading financial planners in Fairfield, California. Theodore Spinardi is the founder and Senior Managing Director of the firm. He brings his clients over thirty years of financial planning and portfolio management experience. At Summit Wealth Group, the team presents clients with a financial plan using comprehensive strategies and solutions. They work with clients to answer any questions, adjust strategies as needed, and move forward with actionable steps. Their clients entrust them with their most important financial decisions. Their purpose is to be the first call for any financial need. Their advisors help families from all walks of life discover what true wealth means to them, mapping a path forward together to help them get there.”

Read more

“Solano Wealth Management, Inc. is an independent financial planner in Fairfield, California. Rufus T. Williams is the firm's principal and wealth advisor. As an advisor, he provides financial insight to his clients, assisting them in accumulating, managing, and preserving their wealth. He is committed to helping individuals and their families pursue financial freedom and believes that appropriate education and strategy can help build legacies that outlast lifetimes. He started his career in the financial services industry in 1993 after receiving his bachelor's degree with honors in economics and finance. He has earned the designations of Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ (CFP®). The team at Solano Wealth Management, Inc., is dedicated to helping their clients accumulate, manage, and preserve multi-generational wealth by offering sound financial advice and appropriate products and services to meet their needs. They work hand in hand, always acting in your best interest and keeping all your goals and dreams firmly in mind.”

Read more

“TrueVir Financial is a top-notch financial planner in Fairfield, CA. Their primary function is to manage clients' investment portfolios per their stated goals and objectives. They listen to your concerns, review your current situation, and then make recommendations based on what they believe is best for you. They pride themselves on their transparency and the trust of their clients. At TrueVir Financial, the team embraces their fiduciary role and acknowledges their responsibility to their clients. They partner with you to ensure you achieve your aspirations and uphold your values. Their goal is to provide guidance to help you understand and better define your financial goals. They work hard to create mutually beneficial and respected long-term relationships with their clients and families.”

Read more