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BEST RATED SACRAMENTO, CA FINANCIAL SERVICES

3 Best Financial Services in Sacramento, CA

Expert-recommended Top 3 Financial Services in Sacramento, 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!

Towerpoint Wealth - Sacramento, CA Financial Services - Portrait
Towerpoint Wealth - Sacramento, CA Financial Services - Professional Portrait Image
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Best Financial Services in Sacramento CA - Towerpoint Wealth video
3+ YEARS IN TBR
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TOWERPOINT WEALTH

(4.8 Score)
500 Capitol Mall, Suite 2060,
Sacramento, CA 95814 Directions

Since 2017

Specialty:

✓ Wealth Management ✓ Investment Management ✓ Financial Planning ✓ Cash Flow and Retirement Planning ✓ Estate Planning ✓ Tax Planning ✓ Legacy and Charitable Giving ✓ Tax Strategy and Preparation Coordination ✓ Business Planning and Succession Strategy ✓ Investment Strategies ✓ Asset Management

"Towerpoint Wealth is dedicated to safeguarding and growing your net worth while constructing a financial portfolio that aligns with your values. Joseph Eschleman is the founder of Towerpoint Wealth. He completed a Bachelor of Science from Lehigh's College of Business and Economics in 1998. He earned the prestigious CIMA® or Certified Investment Management Analyst designation in 2003. He holds a Certified Investment Management Analyst (CIMA®), Uniform Investment Advisor – Series 65, California Department of Insurance, and a Certificate in Blockchain and Digital Assets. Over 24 years in his career, he has supported a special group of successful individuals, business owners, entrepreneurs, corporate professionals, and retirees. His guidance has helped them grow and safeguard their wealth.

2026 Update: Towerpoint Wealth helps clients protect, grow, and simplify their financial life with expert, fiduciary-driven wealth management including investment guidance, retirement planning, and a comprehensive financial strategy."

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License #201714710091

Price:

Financial Planning And Consulting Hourly Fee
From $350
Upto $10,000
Wealth Management
1.30% For First $1,000,000
1.00% For Next $1,000,000
0.85% For Next $3,000,000
0.75% For Next $2,500,000
0.65% For Next $2,500,000
0.60% For Next $5,000,000

Contact:

(916) 405-9140 (916) 813-3669

Mon-Fri: 7:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Allworth Financial - Sacramento, CA Financial Services - Portrait
4+ YEARS IN TBR
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ALLWORTH FINANCIAL

(4.7 Score)
601 University Avenue, Suite 250,
Sacramento, CA 95825 Directions

Since 1993

Specialty:

✓ Retirement Planning ✓ Financial Planning ✓ Investment Management ✓ Tax Planning ✓ Legacy and Estate Planning ✓ Insurance and Risk Services

"Allworth Financial has helped over 13,000 families and individuals manage their personal finances well into their retirement. Their highly-trained and heavily-credentialed in-house investment management team screens thousands of investments each year. Each investment they choose serves a specific role within the portfolio to create diversification, reduce risk and provide growth potential. They build portfolios for the sole purpose of helping you reach your financial and investment goals. Their financial advisors work with you to help develop a plan aligned with your personalized retirement plan. You can contact them to schedule a consultation.

2026 Update: Allworth Financial provides transparent fee-based pricing and tailored investment strategies to customized financial plans so that their guidance and recommendations meet your exact needs."

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License CRD #111167

Price:

Annual Fee For Asset Management Services 1.85%
Financial Planning Services For Non-Asset Management Clients
From $1,500
Upto $30,000

Contact:

(888) 242-6766 (916) 482-2196

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

TBR® Inspection Report:

Dominick Anton - Sacramento, CA Financial Services - Portrait
Dominick Anton - Sacramento, CA Financial Services - Office Image
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DOMINICK ANTON

(4.6 Score)
TWIN RIVERS WEALTH MANAGEMENT
1783 Tribute Road, Suite D,
Sacramento, CA 95815 Directions

Since 2019

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Tax Optimization ✓ Investment Strategy ✓ Education Planning ✓ Risk Management and Insurance Planning ✓ Cash Flow and Budgeting ✓ Employee Stock Ownership Planning ✓ Tax Planning

"Dominick Anton is a trusted financial guide at Twin Rivers Wealth Management, offering tailored solutions to help clients navigate their financial journeys confidently and clearly. He is incredibly passionate about supporting others in making informed decisions to manage their wealth in alignment with their values. He had the privilege of helping hundreds of families advance their financial goals. He holds several professional credentials, including Certified Financial Planner, Accredited Portfolio Management Advisor, and Behavioral Financial Advisor. Twin Rivers Wealth Management serves as a compass, guiding you through pivotal financial decisions, shaping your personal development, and defining the trajectory of your future.

2026 Update: Dominick Anton is committed to providing clear, objective advice that empowers clients to make confident decisions and achieve lasting financial success at Twin Rivers Wealth Management."

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License #201923910146

Contact:

(916) 545-2585 (916) 545-2580

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

TBR® Inspection Report:

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TOWERPOINT WEALTH REVIEWS

Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes, this 'could be market timing'. But the thoughtful manner where Megan took the time and effort to explain her forecast was quite unique and comforting. Also as thorough as we had ever experienced previously. We know there are no guarantees...in the market or in life. But in both scenarios, applying well thought out strategies and plans is sure to be far superior to a passive approach.

I'm thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth - and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step. Joseph and his team are quick to respond to all my questions, and after having experience with many other financial institutions/planners over the years, I cannot recommend Towerpoint Weath enough - I'll never leave.

We are so grateful for the caring and supportive guidance that Steve Pitchford and the team have provided. Not only has Steve used his expertise to set us on the path toward reaching our financial goals, but he has done it all in the most kind, responsive, and caring way imaginable. Steve Pitchford and the Towerpoint Wealth team are the best.

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ALLWORTH FINANCIAL REVIEWS

Still managed by their original founders, this is an award winning company that offers a variety of important financial services. I refer all of my friends to Allworth. It's staffed by very nice people who really care about my needs and concerns. No pressure, or any of that guff. And, even though they have offices in numerous states, it feels like a successful local firm. If I had to choose a favorite thing about working with them, it's that the advisers and staff always listen, they communicate (calls returned right away), and that they have a lot of really fun and terrific educational tools (articles, podcasts, guides, webinars and events). Highly recommended.

I went to an enlightening seminar (pre-covid) and the speaker had lots of knowledge to share. I listen to them on the radio also, and the podcasts are ripe with information. Some of the callers are at a quandary on what to do and others have so much money they need a guiding light. You can select the podcast interesting to you if you miss the program airing. I always try to listen live, but sometimes life happens and we are fortunate to have podcasts available. Thank you so much for being so available with your wisdom and availability.

The advisor I met with was able to show me all the hidden costs in my existing annuity and how much money was coming out of my pocket every year. I'm not a numbers person so I appreciate his patience in explaining it all and i'm happy to be moving the funds into a better option for me with Allworth.

DOMINICK ANTON REVIEWS

"I cannot recommend Dominick more highly. He is kind, patient, and incredibly knowledgeable about what he does. Most importantly, he cares about his clients and their values and helps them profoundly connect those values to their financial planning. He made me feel comfortable being honest about where I was and where I wanted to be. I am grateful to have been referred to Dominick and know that my family will benefit from his sage guidance for years. Thank you, Dominick.

After retiring from my career, I needed assistance with financial planning. Dominick Anton was recommended to me and I couldn’t be more satisfied. Not only did he provide me with a comprehensive long-term plan, he explained it in a novice-friendly manner. Dominick is very professional yet personable and patient with all my questions. I trust him 100% in providing me with current and sound management of my portfolio.

Professional, experienced, dependable, cares about me and my family, win-win relationship. I cannot recommend Dominic enough.

TBR® Inspection Score Report

TOWERPOINT WEALTH Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

ALLWORTH FINANCIAL Total Inspection Points: 113/120
Business Hours: 8
Business Images: 8
Current Evaluation: 8
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DOMINICK ANTON Total Inspection Points: 111/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10