Clovis, CA

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Best Financial Advisors in Clovis, CA

The highest-rated Financial Planning & Wealth Management firms out of 357 vetted & reviewed in the Clovis area.

Adam Bay

Adam Bay

(1)
“Over the years I have seen great results and returns on my investments due to Adam's great management skills.”
Copyright © 2022 Full Armor Investment Management - All Rights Reserved. CA Insurance License # 0D92209
In Business Since 2014
475 Bullard Ave., Clovis, CA
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Edward Jones - Financial Advisor: Joshua Brown

Edward Jones - Financial Advisor: Joshua Brown

(4)
Investment Managers, Stocks & Bonds
“I didn't know anything about investing but they took the time to explain and inform me of all my different options.”
Accepts All Major Credit Cards
In Business Since 1925
1990 N Fowler Ave Suite 112, Clovis, CA
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Christopher J. Bundros, CPA

Christopher J. Bundros, CPA

(1)
“I have since relocated back to San Diego, but I keep supporting his business because he is tech savvy, efficient, concerned with the security of my information (he uses a secure portal), has integrity, follows up and always has time for a phone call.”
2491 Alluvial Ave, Clovis, CA
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Ford Financial Group

Ford Financial Group

(1)
“Great decor oh and they are also really good with handleing money stuff.”
In Business Since 2011
5260 N Palm Ave #221, Fresno, CA
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The Garabedian Group

The Garabedian Group

(10)
Tax, Payroll & Human Resources, Wealth Management
“Have found them to be consistently Friendly, Professional, Knowledgeable and AVAILABLE to provide service all year around.”
Licensed, BBB Accredited
In Business Since 2010
Accepts All Major Credit Cards
7110 N Fresno St Suite 200, Fresno, CA
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Donald Fischer Licensed Fiduciary

Donald Fischer Licensed Fiduciary

(6)
Choosing a Successor Trustee, Court Appointed Receiver
“Although he wasn't the right person for the service I needed, he took the time to talk me through the process, and also provided me with names and numbers of attorneys that he recommended.”
Emergency Services
In Business Since 2015
Free Initial Consultation
2000 Fresno St, Fresno, CA
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Soutas Financial & Insurance Solutions

Soutas Financial & Insurance Solutions

(10)
  • Retirement
  • Family
“Dale Soutas and the staff at Soutas Financial have been so phenomenal in the last few years, assisting us during a difficult time when we needed to transition our mother to a nursing home facility for her own safety.”
California Insurance License # OK48173
In Business Since 2000
333 W Shaw Ave Suite 106, Fresno, CA
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Diversified Wealth Management Solutions

Diversified Wealth Management Solutions

(3)
Portfolio Management, Alternative Investments, Financial Planning
“I have worked with Mark Alcorn and he has taken the time to develop a customized financial strategy, and I could not be happier with how my portfolio is being managed.”
Licensed, BBB Rating: A+
In Business Since 2015
Average Price Tag
7948 N Maple Ave UNIT 107, Fresno, CA
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J. L. Taylor & Associates

J. L. Taylor & Associates

(20)
  • Home
  • Results
  • Needs
“L Taylor & Associates now I'm over a 700 in less than 3 months and looking to buy my first home I definitely recommend her for your credit problems she is amazing and very professional thank you for helping me out”
Transparent Fees & Pricing
In Business Since 2010
2555 E Perrin Ave #116, Fresno, CA
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Kerr Payroll Solutions

Kerr Payroll Solutions

(5)
“They handle everything you can possibly think of for your business so you can actually run your day to day operations.”
Transparent Fees & Pricing
In Business Since 2019
Locally Owned & Operated
7255 N First St Suite 104, Fresno, CA
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Asset Wealth Advisors | Raymond Lopez

Asset Wealth Advisors | Raymond Lopez

(4)
Tell A Friend, Who We Serve
“I didn't believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does”
Full advisor name: Raymond Vizcaino Lopez | Domiciled state : CA | Principal place of business address: 7050 N. Fresno St., Ste 105, Fresno, CA 93720| CA Insurance Lic. # OH51549
In Business Since 2011
Offers Financing Options
465 E Fir Ave Suite 105, Fresno, CA
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Portfolio Advisors

Portfolio Advisors

(1)
Retirement Planning, Investment Management, Financial Planning
“Excellent”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1991
Accepts All Major Credit Cards
7571 N Remington Ave Ste. 105, Fresno, CA
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Linker Financial Group

Linker Financial Group

(3)
  • Mom
“I was in a financial hardship and was unable to pay the fee and was going to try and get the work done myself but they told me it would not be problem and did the work pro-bono.”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts All Major Credit Cards
7575 N Cedar Ave #102, Fresno, CA
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Roeser Accountancy Corporation

Roeser Accountancy Corporation

(9)
“Accounting has never been easy for me to understand and I have greatly appreciated how Roeser and specifically Ray has had my back in explaining everything to me in everyday language!”
Below Average Price Tag
In Business Since 1985
9 River Park Pl E # 450, Fresno, CA
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Quality Life Solutions

Quality Life Solutions

(1)
“You took care of business and got my grandma approved so that she was able to rest in a nursing home peacefully.”
Below Average Price Tag
In Business Since 2009
Free Initial Consultation
4082 N Cedar Ave STE 104, Fresno, CA
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Douglas M Smith & Company Cpa's

Douglas M Smith & Company Cpa's

(3)
“We would recommend this firm to anyone who is looking for a CPA that really takes care of their clients and keeps them informed of taxation changes throughout the year.”
In Business Since 1999
2767 E Shaw Ave #102, Fresno, CA
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Justice Jorgensen & Company

Justice Jorgensen & Company

(2)
Payroll, Advice, Bookkeepping
“Dave not only provides great service and help, but he does a fantastic job of explaining things and making sure that your best interests are always protected.”
Transparent Fees & Pricing
In Business Since 2015
10 River Park Pl E Suite 210, Fresno, CA
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Mc Cann Asset Management

Mc Cann Asset Management

(1)
Max Out Social Security
“Great financial advisor!”
McCann Asset Management is authorized to conduct life insurance and securities business in California (CA Insurance License #0B39636) and may be licensed in other states. McCann Asset Management cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is of overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
In Business Since 2013
Below Average Price Tag
1525 E Shaw Ave STE 201, Fresno, CA
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Thiesen Dueker Financial Consulting Group

Thiesen Dueker Financial Consulting Group

(1)
Retirement & Income Planning, Trust & Estate Planning, Education Planning
“Theisen and Dueker have taken care of my investments for several years.”
Transparent Fees & Pricing
In Business Since 2009
465 E Fir Ave Suite 105, Fresno, CA
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Retirement Planning and Investment Management Services Estimated Cost in Clovis, CA 2022

Minimum cost
$1100
Maximum cost
$9350
National Average
$3301
Avg Per Hour Rates
$330
$2200
$6051
Fair price range based on 249 cost profiles
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Average Cost $3301
Minimum cost $1100
Maximum cost $9350
Avg Per Hour Rates $330

Fair range $2200 to $6051 is based on 249 cost profiles.

Why these companies made our list

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