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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

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

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
985 Sun City Lane
Suite 106
Lincoln, CA 95648
(916) 797-1888

Latest Insights

3 financial habits to embrace in 2023

Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.

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Yes, the SECURE 2.0 Act is a big deal

Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.

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SECURE Act 2.0 – What Employers Need to Know

The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.

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