Financial advisors in Loomis, CA
6 financial advisors listed in Loomis, California. 5 with a phone number and 6 with a website.
Loomis accounts for 0% of the financial advisors listed in California and ranks #406 among California cities for financial advisors.
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Quick answer
Loomis, CA has 6 financial advisors listed on USA Business Search. 5 list a phone number and 6 list a website. The most listings are in ZIP codes 95650.
Updated October 2026Heath Julie a CPA
Placer County Sheriff
Atlas Financial Group
Credit Financial Planning
Jerry Miller - Mortgage Lender NMLS #241387
How to choose a financial advisor in Loomis
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Loomis, California?
USA Business Search shows 6 financial advisors in Loomis. 5 list a phone number and 6 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 95650.
How do I choose a financial advisor in Loomis?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Loomis compare with the rest of California?
Loomis has 0% of the 24,546 financial advisors listed in California, which ranks #406 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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