Skip to content

Smart InvestorFinancial advisor in Rocklin, CA

Smart Investor is a financial advisor at 5800 Stanford Ranch Rd, Rocklin, CA 95765.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rocklin, CA0 paid placements in any rankingHow we rank

Call (916) 435-2100

Key facts

Key facts about Smart Investor
Address5800 Stanford Ranch Rd, Rocklin, CA 95765Get directions
Phone(916) 435-2100

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Rocklin and 11 towns within 25 miles: Roseville, Granite Bay, Citrus Heights, Lincoln, Antelope, Orangevale, Foothill Farms, Folsom, North Highlands, Fair Oaks and Auburn.

Based in Rocklin, CAView on map

Questions about Smart Investor

What areas does Smart Investor serve?

Serves Rocklin and 11 towns within 25 miles: Roseville, Granite Bay, Citrus Heights, Lincoln, Antelope, Orangevale, Foothill Farms, Folsom, North Highlands, Fair Oaks and Auburn. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Smart Investor?

Call Smart Investor on (916) 435-2100. The business is at 5800 Stanford Ranch Rd, Rocklin, CA 95765. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Smart Investor? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile