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BEST RATED FAIRFIELD, CA FINANCIAL SERVICES

3 Best Financial Services in Fairfield, CA

Expert-recommended Top 3 Financial Services in Fairfield, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Truevir Financial - Fairfield, CA Financial Services
Truevir Financial - Fairfield, CA Financial Services
Truevir Financial - Fairfield, CA Financial Services
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TRUEVIR FINANCIAL

(4.5 Score)
490 Chadbourne Road, A100,
Fairfield, CA 94534 Directions

Since 2023

Specialty:

✓ Tax-Free Retirement Planning ✓ 401ks and Roth IRAs ✓ Income Planning ✓ Debt Consolidation ✓ Asset Management ✓ Tax and Business Planning ✓ Cash Accumulation ✓ Financial Literacy ✓ Mitigating Risk ✓ Employee Retention Benefits and Portfolio Management

"Truevir Financial's focus is on tax-free retirement, but they also help individuals consolidate debt and build their wealth. Their primary business function is to educate and strategize with their clients in a way that is consistent with their goals and objectives. Truevir Financial listens to your concerns, reviews your current situation, and makes recommendations that are best for you. Their strategists will walk you through and explain all of their financial instruments, step by step. Let their team help you structure retirement plan solutions that assist business principals and employees in saving for retirement.

2026 Update: Truevir Financial offers financial events with zero admission fee and bi-monthly webinars on first and third thursday of the month."

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License #202359519390

Contact:

(510) 854-0972 (707) 471-6360

Mon-Sun: 9am - 5pm

TBR® Inspection Report:

Arkshire Financial - Fairfield, CA Financial Services
Arkshire Financial - Fairfield, CA Financial Services
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ARKSHIRE FINANCIAL

(4.4 Score)
5030 Business Center Drive, Suite 390,
Fairfield, CA 94534 Directions

Since 2016

Specialty:

✓ Annuities ✓ Wealth Transfer ✓ Insurance Pension Plans ✓ Group Retirement and Savings Plans ✓ Financial Planning ✓ Retirement Plans ✓ Life Insurance

“2026 Update: Arkshire Financial empowers the clients to create financial freedom. Jason Uhrin is the founder of Arkshire Financial. Their entire aim is to provide financial security and success to clients. They provide clear solutions to protect you from market loss. They offer Business Succession Planning, Insurance, Indexed Strategy, Retirement Planning , Asset Protection and more. As a financial consultancy firm, their primary focus is to provide proactive, unbiased advice that is designed to achieve long term results.”

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License #0L38322

Contact:

(707) 439-3294

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Solano Wealth Management - Fairfield, CA Financial Services
8+ YEARS IN TBR
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SOLANO WEALTH MANAGEMENT

(4.3 Score)
1300 Oliver Road, Suite 210,
Fairfield, CA 94534 Directions

Since 2002

Specialty:

✓ Bonds ✓ Common Stocks ✓ Educational and Traditional IRA ✓ Roth and SEP IRA ✓ Simple IRA ✓ Brokerage Accounts ✓ Variable Annuities ✓ Financial and Retirement Planning ✓ 401(k) and 403(b) Planning ✓ Investment Advisory Services ✓ College and Estate Planning ✓ Profit Sharing Plans ✓ Insurance ✓ Long-Term Care Insurance ✓ Tax-Efficient and Risk Management Strategies

“Solano Wealth Management, Inc.'s mission is to help its clients accumulate, manage, and preserve multi-generational wealth by offering sound financial advice and appropriate products and services to meet their needs. Their entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Rufus Williams is the founder of Solano Wealth Management. Rufus began his career in the financial services industry in 1993 after receiving his Bachelor’s degree with honors in economics and finance. He takes a multifaceted approach to wealth management by offering a variety of investing options and expertise to his clients. He specializes in retirement strategies and helping clients with their long-term care and life insurance needs. He has been honored throughout his career; the recognition of which he is most proud is being the recipient of the California Commendation Medal from the California Army National Guard in January 2008 for his financial guidance and counsel to widows of service members during the Iraq war.”

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License #3995512

Price:

Financial Planning and Consulting Per Hour $350

Contact:

(707) 435-8400 (866) 435-8400

Mon-Thu: 8:30 am - 5pm
Fri: 8:30am - 1:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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TRUEVIR FINANCIAL REVIEWS

Justin and his team Have been phenomenal ever since I started this Cash Value Life Insurance venture!. Tim and Justin call me regularly to update me on my policies and other assets they come across to see my interest. Anytime I've ever called my questions were answered AND then some!!! I can't say enough about their skills adapting my wants and needs for my families wealth building and protection of assets. A TRUE FINANCIAL COMPANY THAT CARES ABOUT ITS CLIENTS!!!!!

Timothy is my financial strategist that has helped my family gain peace of mind. Thank you Timothy! The seminars are informative and inspiring to build a secure financial path that kickstarts generational wealth. Thank you!

A very insightful and family oriented business. Highly recommend to everyone and anyone who needs their services.

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ARKSHIRE FINANCIAL REVIEWS

I just met with Jordan Thomas for a financial consultation, and I have to say—it was one of the most productive and insightful meetings I’ve had in a long time. He helped me get my retirement plan dialed in and also gave me some solid advice on how to structure my business taxes more efficiently. Highly recommend working with him.

Arkshire is intentional with supporting their customers! They have the ability to recommend strategies that provide continuous growth long term. My retirement began late in my career and I highly recommend this team of experts! I am on track now at 60 to retire in a couple years with the security I needed.

Money has always been an intimidating topic for me. When I sat with Tommy he made everything so simple. I feel so much empowered with the knowledge he gave me. I wish everyone can have the experience I just had.

SOLANO WEALTH MANAGEMENT REVIEWS

We've been with Rufus and his Solano Wealth Management for over 15 years and they've helped to manage and grow our finances efficiently and to such lengths, we did not expect. They are always so accessible and responsive and we appreciate knowing our portfolio is in very capable hands.

TBR® Inspection Score Report

TRUEVIR FINANCIAL Total Inspection Points: 108/120
Current Evaluation: 8
Responsiveness: 8
Review Analysis: 8
Reviews Accuracy of : 8
Reviews Study: 8
Acknowledgments: 9
Legitimate Ratings: 9
Business Hours: 10
Business Images: 10
Contact Info: 10
License: 10
Location Proximity: 10

TBR® Inspection Score Report

ARKSHIRE FINANCIAL Total Inspection Points: 105/120
Business Images: 8
Complete Info: 8
Experience: 8
Acknowledgments: 9
License: 9
Legitimate Ratings: 9
Location Proximity: 9
Online Appointment: 9
Responsiveness: 9
Review Analysis: 9
Reviews Accuracy of : 9
Reviews Study: 9

TBR® Inspection Score Report

SOLANO WEALTH MANAGEMENT Total Inspection Points: 103/120
Awards History: 8
Complete Info: 8
Current Evaluation: 8
Responsiveness: 8
Review Analysis: 8
Reviews Accuracy of : 8
Reviews Study: 8
Business Images: 9
Experience: 9
Website Standard: 9
Location Proximity: 10
Online Appointment: 10