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Folsom, CA

340 Palladio Parkway
Suite 501
Folsom, CA
Hours: 8am - 5pm, M-F

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$10 Billion

Assets Under Management4

Best Places to Work

InvestmentNews5

28 Years in Business

13,000+ Clients

About Our Folsom Office

At Allworth Financial, meeting your financial needs is our top priority. Can’t make it to our Sacramento or Roseville offices? No problem. We also have a team in Folsom that’s committed to giving you straightforward financial and retirement advice. 

Don’t forget: every weekend you can hear Money Matters, our weekly, call-in radio show, on NewsRadio KFBK. Hosted by our founders, Scott Hanson and Pat McClain, Money Matters is one of the longest-running financial radio shows in the country.

Located off Highway 50, the team at our Folsom office works with you to offer guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Dave Cox of Allworth Financial
Dave Cox
CFP®, CFS®
Kevin Duffy of Allworth Financial
Kevin Duffy
CFP®, MSF®
Lauren Williams of Allworth Financial
Lauren Williams
CFP®, CRPC®, MBA®
Laurie Kyro of Allworth Financial
Laurie Kyro
CFP®, CFS®

Other Nearby Office Locations

3017 Douglas Blvd
Suite 140
Roseville, CA 95661
916-787-4565
8775 Folsom Blvd
Suite 100
Sacramento, CA 95826
916-482-2196
5140 Business Center Drive
Suite 105
Fairfield, CA 94534
707-299-3868

Latest Insights

October 2021 Market Update

Elevated inflation looks like it’s here to stay – at least for a little while. Allworth’s Chief Investment Officer takes a deeper look at what these higher prices mean for the economy, the markets, and, ultimately, your investments.

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Third Quarter 2021 Market Update

When will inflation stabilize? What headwinds is the market facing? How should you approach your investment strategy? We address these questions and more in our third quarter video update.

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No 401(k)? Your other options

A 401(k) is generally the most popular way most Americans save for retirement. But what if you don’t have access to one? Or you’re self-employed? Allworth Co-CEO Pat McClain shares some of the best alternatives to consider.

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