Best Financial Advisors in Chino, CA

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Chino area.

Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Business Valuations, Payroll Services, Business Tax Returns
“I've used there services for year's no complaints here.”
In Business Since 2012
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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Galeano Professional Office

Galeano Professional Office

(1)
Accounting / Bookkeeping, Tax Preparation, Professional Service
“More than 20 years of continuous great experiences doing both individual and our company's taxes with them.”
In Business Since 1978
Licensed, BBB Rating: A+
Family Business
12150 Ramona Ave #11, Chino, CA
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Accountability

Accountability

(1)
College Financial Planning, For Small Businesses, Tax Services
“Lin was incredibly helpful and knowledgeable.”
In Business Since 1997
Licensed
Accepts All Major Credit Cards
4413 Riverside Dr j, Chino, CA
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Mountain West Financial

Mountain West Financial

(3)
“If you are thinking about banks or other institutions that simply don't care about you,.....”
30+ Years Experience
Free Initial Consultation
15322 Central Ave, Chino, CA
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Hoover Financial Consulting

Hoover Financial Consulting

(1)
“We became a client a several years back, and we have always been very pleased with his work, and with his bedside manner; Adam is such a breath of fresh air in the CPA industry.”
In Business Since 2005
Transparent Fees & Pricing
5877 Pine Ave #200, Chino Hills, CA
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Hedtke Law Group

Hedtke Law Group

(8)
Ssdi, Foreclosure, Family Law
“Great people to work with and everything went smoothly.”
In Business Since 2015
15338 Central Ave, Chino, CA 91710
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Jagg Tax Solution

Jagg Tax Solution

(4)
“Gustavo is very professional, helpful, and very knowledgeable.”
In Business Since 2011
ITIN Certified
11756 Central Ave unit a, Chino, CA
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IAN Financial Group

IAN Financial Group

“Amazing people, great service.”
In Business Since 2018
Free Initial Consultation
13920 City Center Dr #235, Chino Hills, CA
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Benefit Consultant

Benefit Consultant

Financial Plans, Retirement Plans
““Accumulate, Protect & Preserve the Assets while Minimizing Income & Estate Taxes by navigating the complex jungle of Financial Services has been our focus since 1988.” This is especially true in the financial markets. The best brains all put togethe...”
In Business Since 2015
11800 Central Ave Suite 223B, Chino, CA
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KYP Financial

KYP Financial

“We are passionate about helping both companies and individuals with protecting their assets, save for the future, manage debt and invest for retirement. Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard t...”
In Business Since 2017
Licensed
4110 Edison Ave Suite 203, Chino, CA
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Finish Strong Financial Services

Finish Strong Financial Services

“Our practice is based on faith and built by a family. Our clients are the focus of our business, that's why we consider our clients part of the FS2 family. Our joy comes from seeing those we serve, living free from financial fear and worry. To be abl...”
In Business Since 2020
14748 Pipeline Ave Suite G, Chino Hills, CA
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American Money Group

American Money Group

In Business Since 2001
The Shoppes at Chino Hills, 13920 City Center Drive #210, Chino Hills, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Services For Individuals, Business Services, Tax Services
“They do an excellent job and help me and my business with all of our difficult accounting needs.”
Offers Financing Options
Family Business
In Business Since 1989
Licensed, BBB Rating: A+
223 S Glendora Ave #101, Glendora, CA
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Steven J. Tweedlie, CPA

Steven J. Tweedlie, CPA

Tax Services, Cash Flow Management, Payroll
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
Free Initial Consultation
In Business Since 2011
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Chino Area
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Sense Financial Services

Sense Financial Services

(30)
  • Products
  • IRA
  • Research
“I have considered various different SDIRA custodians and talked with a few of them, but after several years of research, I'm extremely happy I chose Sense Financial.”
In Business Since 2011
Transparent Fees & Pricing
155 N Riverview Dr #100, Anaheim, CA
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Ayoub & Associates CPA Firm

Ayoub & Associates CPA Firm

(19)
Business Service, Individual Service
“I had a bad year financially, I had put taxes aside and was just worried about what the damage would be, turned out I was way ahead because I followed his advice, setup numerous things he told me to do, and when everything was said & done, I ended up...”
In Business Since 2012
Licensed, BBB Rating: A+
Accepts Cash
4218 Green River Rd, Corona, CA
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Falcon Wealth Planning

Falcon Wealth Planning

(30)
  • Goals
  • Meeting
  • Feel
“From our first call with Earl and our meetings with Kevin, Falcon wealth enlightened us to the necessary steps to help our current and future financial situation.”
In Business Since 2014
CFP Certified
3400 Inland Empire Blvd #100, Ontario, CA
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RPA Wealth Management

RPA Wealth Management

(10)
  • Team
  • Investments
  • Retirement
“A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients.”
In Business Since 2017
CFP Certified
8885 Haven Ave #170, Rancho Cucamonga, CA
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
In Business Since 2006
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
100 N Citrus St #325, West Covina, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
In Business Since 2010
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Coupons & Offers
1135 E Rte 66 #108, Glendora, CA
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Ayoub, Sidhum & Co.

Ayoub, Sidhum & Co.

(2)
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
In Business Since 2011
Licensed, BBB Rating: A+
Accepts Cash
Free Initial Consultation
4218 Green River Rd, Corona, CA
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
Offer in Compromise, Back Taxes, Tax Liens
“When I called Accounting & Tax Solutions in 2009 My Company was being audited by every agency known, my problems were created by my prior accountant who had given me bad advice for a long time, who had cost me more in late fees and penalties for late...”
In Business Since 2003
Licensed
Accepts All Major Credit Cards, Check
Serving Chino Area
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Liberty Debt Relief

Liberty Debt Relief

(18)
Private Student Loans, Debt Consolidation
“I ended up not being able to get a loan through them which is fine I had a feeling however he helped me figure out other options that I ended up going with if I ever need his help in the future I will be going to him.”
In Business Since 2015
Free Initial Consultation
City Tower, 333 City Blvd W 17th FL, Orange, CA
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Tandy Consulting

Tandy Consulting

(10)
Payroll Compliance, Tax Services, Pricing
“With covid restrictions, Travis adjusted by offering an extremely simple process of detailed phone calls/emails which included step by step instructions, a very user friendly internet interface that ensured all my personal and LLC business documents...”
Free Initial Consultation
In Business Since 2017
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Chino Area
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Retirement Planning and Investment Management Services in Chino, CA Cost Estimates

Minimum cost
$1154
Maximum cost
$9807
National Average
$3461
Avg Per Hour Rates
$347
$2308
$6346
Fair price range is based on 271 cost profiles
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Average Cost $3461
Minimum cost $1154
Maximum cost $9807
Avg Per Hour Rates $347

Fair range $2308 to $6346 is based on 271 cost profiles.

Why these companies made our list

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