;

Folsom, CA

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

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

9th in AUM Growth

RIA Channel8

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

29 Years in Business

17,000+ Clients

Best Places to Work

InvestmentNews5

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

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

Important open enrollment and Medicare reminders

It’s that time of year! No matter if you’re still working and on your company health insurance or retired and on Medicare, Allworth Co-CEO Scott Hanson shares some key reminders about your healthcare choices (and costs) as open enrollment season kicks-off.

Read More

Third Quarter 2022 Market Update

Things were starting to look better for the stock market over the summer… but then things took a dramatic turn over the last three months. What happened? In this quarterly video update, our Chief Investment Officer joins Co-CEO Scott Hanson to discuss the rally that fizzled, the housing correction, inflation, bonds, the biggest risk we see right now, and more.

Read More

5 Ways Business Owners Can Optimize Retirement Savings

As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.

Read More
See More