Top Financial Services Firms in Sacramento
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Sacramento, CAServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves Sacramento, CAServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed10 - 49Stockton, CA
Services provided
Small Accounting company John D De Luca CPA, is in Stockton, California. Their services include Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Vasquez & Co is an Accounting company. Their small team is in Stockton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Anchor Tax Relief LLC, an Accounting company, was launched in 2018. They focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
VG Capital Financial Services LLC is a small Accounting company based in Stockton, California. The team focuses on Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
CPA Corporation is an Accounting company. Launched in 2001, the team offers Accounting and Business Consulting. The firm is headquartered in Roseville, California.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Headquartered in Roseville, California, Vincenzini & Associates is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Guenther & Associates- CPAs is an Accounting company. The firm is based in Roseville, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Carlson Tax Consultants, Inc. CPA’s is an Accounting company. Their team is in Roseville, California and specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Established in 2010, Roberts & Associates CPAs is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Roseville, CA
Services provided
Lemas Accountancy Corporation is an Accounting company. They are in Roseville, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Roseville, CA
Services provided
Launched in 1979, Scott & Baldwin, CPAs is a small Roseville, California-based Accounting company. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Ez Tax Solutions is an Accounting company. Launched in 2003, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
John P Zukoski CPA is an Accounting and Finance & Accounting Outsourcing (FAO) company. Established in 1994, the agency offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Horning Audrey M CPA, a small Accounting company, is headquartered in Livermore, California. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Accounting company East Bay Tax Group was established in 2011. The small team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Launched in 1976, A & L Financial Services is an Accounting company. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Accounting company Dawns Bookkeeping is headquartered in Livermore, California. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Anne Griffith Tax & Financial, an Accounting company, is headquartered in Livermore, California. Their services include Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Frank Raymond is an Accounting company. They are located in Livermore, California and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Rivas Financial & Insurance Services is an Accounting company. They were founded in 2005 and specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Located in Livermore, California, Conexion Hispana is an Accounting company. The team provides Accounting and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
EZ E-File Tax Preparers, an Accounting company, is in Livermore, California. Launched in 2001, the team offers Accounting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Priority Tax & Business Services is a Livermore, California-based Accounting company. They provide Accounting and Business Consulting and were founded in 2010.
Read more -
UndisclosedUndisclosed2 - 9Carmichael, CA
Services provided
Hadley, Espinosa & Kimball, EA's is an Accounting company headquartered in Carmichael, California. Founded in 2015, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
SL Financial Group is an Accounting and HR Consulting company. Their small team is located in Stockton, California. Their team offers Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Headquartered in Stockton, California, Goldstrand Planning Group is an Accounting company. They focus on Accounting and Business Consulting and were founded in 1976.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Headquartered in Stockton, California, The Salvetti Group is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Accounting company Bill Pollard CPA offers Accounting. They were launched in 1990.
Read more -
UndisclosedUndisclosed50 - 249Stockton, CA
Services provided
Paradigm Tax Services, an Accounting company, is headquartered in Stockton, California. Founded in 2004, the team provides Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Stockton, CA
Services provided
Neumiller & Beardslee, an Accounting company, focus on Accounting and Commercial Development. They were established in 1903.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Tim Kelly & Associates is a small Accounting company in Stockton, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Lockwood & Associates, Inc. Is an Accounting company. The team focuses on Accounting and is in Roseville, California.
Read more -
UndisclosedUndisclosed2 - 9Placerville, CA
Services provided
Established in 1982, Roberts and Company, Inc., CPA is an Accounting company. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Lennon BPO is an Accounting company. The company is in Walnut Creek, California. Their services include Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Roseville, CA
Services provided
Accounting Practice Sales is an Accounting company. They are in Roseville, California and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Laurel J. Sullivan, CPA, Inc. Is an Accounting company. Their small team is in Alameda, California and specializes in Accounting. The firm was established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
TL Squared is an Accounting company established in 2018. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Albany, CA
Services provided
Apex Tax and Accounting Services, a small Accounting company, is located in Albany, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Albany, CA
Services provided
KOPMAN, INC. Is an Accounting company. Based in Albany, California, the company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albany, CA
Services provided
Accounting company Monty Lee, EA is in Albany, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cerrito, CA
Services provided
Meseret Y. Zeleke, CPA is a small Accounting company. They focus on Accounting and were founded in 2005.
Read more -
UndisclosedUndisclosed2 - 9Berkeley, CA
Services provided
Richard J. Arnason, CPA is an Accounting company. They were founded in 2000, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Sobrante, CA
Services provided
Founded in 2004, Summerville & Associates, a small Accounting company, is located in El Sobrante, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Emeryville, CA
Services provided
Michael Steele, CPA is an Accounting company. In Emeryville, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
Whisler Bookkeeping & Tax Services is an Accounting company. Their small team is in Citrus Heights, California and offers Accounting. The agency was founded in 2004.
Read more -
UndisclosedUndisclosedFreelancerDanville, CA
Services provided
CalBay Investments is an Accounting company. Their small team is headquartered in Danville, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
See all 1 projectsAstute is a professional firm located in the heart of Silicon Valley - San Francisco Bay Area that delivers cutting-edge automated solutions and business consulting services together with
Read more -
UndisclosedUndisclosed2 - 9Sutter Creek, CA
Services provided
DAVID L. FULTON C.P.A. Is an Accounting company. Their small team is based in Sutter Creek, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Placerville, CA
Services provided
Small Accounting company Karen's Tax and Financial Services, is based in Placerville, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9American Canyon, CA
Services provided
David R. York, CPA MST is a small Accounting company located in American Canyon, California. The team provides Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 2 Sacramento Financial Services Companies
-
UndisclosedUndisclosed10 - 49Sacramento, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Sacramento, CA
Ability to deliver
7.8/40.00/20 Reviews2.1/10 Clients & Experience5.8/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Sacramento, CA
Ability to deliver
7.4/40.00/20 Reviews2.1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$100 - $149 / hr2 - 9Sacramento, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Rancho Cordova, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Sacramento, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Elk Grove, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Sacramento, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
Ability to deliver
4.8/40.00/20 Reviews0/10 Clients & Experience4.8/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Sacramento, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed2 - 9Roseville, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+$200 - $300 / hr2 - 9Roseville, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Auburn, CA
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
UndisclosedUndisclosed2 - 9Vacaville, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning20% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed250 - 999Stockton, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other
